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Livermore
Livermore
ZHEN

Affinity Investment Advisors, LLC

SEC CIK
0001520601
Latest filing
Aug 5, 2026

PHM holding history

Pultegroup Inc in every 13F filed by Affinity Investment Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHM overviewAll 13F holders of PHMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of PHM by Affinity Investment Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,293−100.0%Sold outHolders
Q4 20253,293$386.1K0.3%−2,079−38.7%ReducedHolders
Q3 20255,372$709.8K0.5%−2,076−27.9%ReducedHolders
Q2 20257,448$785.5K0.6%00.0%UnchangedHolders
Q1 20257,448$765.7K0.6%+24+0.3%AddedHolders
Q4 20247,424$808.5K0.7%−4,915−39.8%ReducedHolders
Q3 202412,339$1.77M1.2%−248−2.0%ReducedHolders
Q2 202412,587$1.39M1.0%−1,219−8.8%ReducedHolders
Q1 202413,806$1.67M1.2%−7,086−33.9%ReducedHolders
Q4 202320,892$2.16M1.5%−1,283−5.8%ReducedHolders
Q3 202322,175$1.64M1.1%−2,595−10.5%ReducedHolders
Q2 202324,770$1.92M1.1%−2,285−8.4%ReducedHolders
Q1 202327,055$1.58M0.8%−10,501−28.0%ReducedHolders
Q4 202237,556$1.71M0.8%−1,743−4.4%ReducedHolders
Q3 202239,299$1.47M0.8%−55−0.1%ReducedHolders
Q2 202239,354$1.56M0.8%+10,049+34.3%AddedHolders
Q1 202229,305$1.23M0.5%−530−1.8%ReducedHolders
Q4 202129,835$1.71M0.7%−3,421−10.3%ReducedHolders
Q3 202133,256$1.53M0.7%−7,825−19.0%ReducedHolders
Q2 202141,081$2.24M1.0%−19,101−31.7%ReducedHolders
Q1 202160,182$3.16M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.