풀테그룹, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership6,620 shares
Latest Disclosed Value $ 778,578
Crossmark Global Holdings, Inc. reports 9.22% decrease in ownership of PHM / PulteGroup, Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 6,620 shares of PulteGroup, Inc. (MX:PHM) valued at $778,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,292 shares of PulteGroup, Inc.. This represents a change in shares of -9.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F PULTE GROUP COM 745867101 6,620 -672 -9.22 779 -9.01 0.0115
2026-02-03 2025-12-31 13F PULTE GROUP COM 745867101 7,292 36 0.50 855 -10.75 0.0122
2025-11-12 2025-09-30 13F PULTE GROUP COM 745867101 7,256 -19,029 -72.39 959 -65.44 0.0144
2025-08-08 2025-06-30 13F PULTE GROUP COM 745867101 26,285 -2,104 -7.41 2,772 -5.00 0.0448
2025-04-30 2025-03-31 13F PULTE GROUP COM 745867101 28,389 12,572 79.48 2,918 291,700.00 0.0515
2025-01-16 2024-12-31 13F PULTE COM 745867101 15,817 -7,170 -31.19 2 -66.67 0.0314
2024-11-04 2024-09-30 13F PULTE COM 745867101 22,987 -4,614 -16.72 3 0.00 0.0588
2024-07-29 2024-06-30 13F PULTE COM 745867101 27,601 1,885 7.33 3 0.00 0.0581
2024-05-13 2024-03-31 13F PULTE COM 745867101 25,716 8,575 50.03 3 200.00 0.0595
2024-02-13 2023-12-31 13F PULTE COM 745867101 17,141 -2,628 -13.29 2 0.00 0.0367
2023-11-08 2023-09-30 13F PULTE COM 745867101 19,769 8,441 74.51 1 0.0331
2023-07-31 2023-06-30 13F PULTE COM 745867101 11,328 2,288 25.31 1 0.0207
2023-05-12 2023-03-31 13F PULTE COM 745867101 9,040 314 3.60 1 0.0124
2023-01-19 2022-12-31 13F PULTE COM 745867101 8,726 1,419 19.42 0 -100.00 0.0099
2022-11-01 2022-09-30 13F PULTE COM 745867101 7,307 -150 -2.01 274 -7.12 0.0076
2022-07-29 2022-06-30 13F PULTE COM 745867101 7,457 -460 -5.81 295 -10.88 0.0076
2022-05-11 2022-03-31 13F PULTE COM 745867101 7,917 270 3.53 331 -24.26 0.0074
2022-01-10 2021-12-31 13F PULTE COM 745867101 7,647 -446 -5.51 437 17.47 0.0095
2021-10-21 2021-09-30 13F/A-1 PULTE COM 745867101 8,093 110 1.38 372 -14.68 0.0087
2021-07-21 2021-06-30 13F PULTE COM 745867101 7,983 -168 -2.06 436 2.11 0.0103
2021-04-15 2021-03-31 13F PULTE COM 745867101 8,151 -300 -3.55 427 17.31 0.0106
2021-01-14 2020-12-31 13F PULTE COM 745867101 8,451 -29,843 -77.93 364 -79.47 0.0092
2020-10-08 2020-09-30 13F PULTE COM 745867101 38,294 -2,460 -6.04 1,773 27.83 0.0497
2020-08-14 2020-06-30 13F PULTE COM 745867101 40,754 2,688 7.06 1,387 63.18 0.0404
2020-04-28 2020-03-31 13F PULTE COM 745867101 38,066 -66 -0.17 850 -42.57 0.0304
2020-02-06 2019-12-31 13F PULTE COM 745867101 38,132 800 2.14 1,480 8.50 0.0406
2019-10-09 2019-09-30 13F PULTE COM 745867101 37,332 -1,140 -2.96 1,364 12.17 0.0398
2019-07-09 2019-06-30 13F PULTE COM 745867101 38,472 285 0.75 1,216 13.86 0.0341
2019-05-02 2019-03-31 13F PULTE COM 745867101 38,187 -170 -0.44 1,068 7.12 0.0303
2019-01-31 2018-12-31 13F PULTE COM 745867101 38,357 -9,053 -19.10 997 -15.08 0.0309
2018-11-08 2018-09-30 13F/A-1 PULTE COM 745867101 47,410 622 1.33 1,174 -12.71 0.0298
2018-11-06 2018-09-30 13F PULTE COM 745867101 46,788 0 1,345
2018-07-31 2018-06-30 13F PULTE COM 745867101 46,788 -1,040 -2.17 1,345 -4.61 0.0361
2018-04-16 2018-03-31 13F PULTE COM 745867101 47,828 -2,855 -5.63 1,410 -16.32 0.0364
2018-02-05 2017-12-31 13F PULTE COM 745867101 50,683 3,662 7.79 1,685 31.13 0.0405
2017-10-27 2017-09-30 13F PULTE COM 745867101 47,021 0 0.00 1,285 0.00 0.0331
2017-10-25 2016-09-30 13F PULTE COM 745867101 47,021 47,021 1,285 0.0331
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.