풀테그룹, Inc.
MX ˙ BMV ˙ US7458671010
SecurityMX:PHM / PulteGroup, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership5,171 shares
Latest Disclosed Value $ 606,334
Global Retirement Partners, LLC reports 54.45% increase in ownership of PHM / PulteGroup, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 5,171 shares of PulteGroup, Inc. (MX:PHM) valued at $606,334 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 3,348 shares of PulteGroup, Inc.. This represents a change in shares of 54.45% 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)
2026-02-06 2025-12-31 13F PULTE GROUP COM 745867101 5,171 1,823 54.45 606 37.10 0.0108
2025-10-21 2025-09-30 13F PULTE GROUP COM 745867101 3,348 137 4.27 442 30.77 0.0099
2025-08-12 2025-06-30 13F PULTE GROUP COM 745867101 3,211 -31 -0.96 339 -4.25 0.0084
2025-01-31 2024-12-31 13F PULTE GROUP COM 745867101 3,242 510 18.67 353 -9.95 0.0101
2024-10-16 2024-09-30 13F PULTE GROUP COM 745867101 2,732 405 17.40 392 53.13 0.0118
2024-07-23 2024-06-30 13F PULTE GROUP COM 745867101 2,327 101 4.54 256 -4.48 0.0080
2024-04-23 2024-03-31 13F PULTE GROUP COM 745867101 2,226 103 4.85 269 21.27 0.0100
2024-01-18 2023-12-31 13F PULTE GROUP COM 745867101 2,123 -480 -18.44 221 17.55 0.0093
2023-10-13 2023-09-30 13F PULTE GROUP COM 745867101 2,603 -49 -1.85 188 -8.29 0.0095
2023-07-20 2023-06-30 13F PULTE GROUP COM 745867101 2,652 331 14.26 206 33.12 0.0101
2023-05-08 2023-03-31 13F PULTE GROUP COM 745867101 2,321 -314 -11.92 154 29.41 0.0082
2023-02-13 2022-12-31 13F PULTE GROUP COM 745867101 2,635 4 0.15 120 13.33 0.0082
2022-11-03 2022-09-30 13F PULTE GROUP COM 745867101 2,631 386 17.19 105 17.98 0.0079
2022-07-15 2022-06-30 13F PULTE GROUP COM 745867101 2,245 866 62.80 89 58.93 0.0071
2022-07-14 2022-03-31 13F PULTE GROUP COM 745867101 1,379 646 88.13 56 33.33 0.0044
2022-01-21 2021-12-31 13F PULTE GROUP COM 745867101 733 131 21.76 42 50.00 0.0325
2021-10-22 2021-09-30 13F PULTE GROUP COM 745867101 602 143 31.15 28 12.00 0.0028
2021-07-15 2021-06-30 13F PULTE GROUP COM 745867101 459 -2 -0.43 25 4.17 0.0026
2021-04-14 2021-03-31 13F PULTE GROUP COM 745867101 461 -35 -7.06 24 14.29 0.0028
2021-01-13 2020-12-31 13F PULTE GROUP COM 745867101 496 81 19.52 21 10.53 0.0026
2020-10-09 2020-09-30 13F PULTE GROUP COM 745867101 415 90 27.69 19 72.73 0.0028
2020-07-13 2020-06-30 13F PULTE GROUP COM 745867101 325 0 0.00 11 57.14 0.0018
2020-04-28 2020-03-31 13F PULTE GROUP COM 745867101 325 -55 -14.47 7 -53.33 0.0013
2020-01-23 2019-12-31 13F PULTE GROUP COM 745867101 380 144 61.02 15 66.67 0.0023
2019-11-19 2019-09-30 13F PULTE GROUP COM 745867101 236 235 23,500.00 9 0.0015
2019-11-19 2019-06-30 13F PULTE GROUP COM 745867101 1 1 0 0.0000
2018-08-10 2018-03-31 13F PULTE GROUP COM 745867101 0 0 0 0.0000
2018-08-13 2017-12-31 13F PULTE GROUP COM 745867101 0 -455 -100.00 0 -100.00
2018-08-10 2017-09-30 13F PULTE GROUP COM 745867101 455 0 0.00 12 9.09 0.0050
2018-08-10 2017-06-30 13F PULTE GROUP COM 745867101 455 0 0.00 11 0.00 0.0052
2018-08-10 2017-03-31 13F PULTE GROUP COM 745867101 455 0 0.00 11 37.50 0.0061
2018-08-10 2016-12-31 13F PULTE GROUP COM 745867101 455 455 8 0.0054
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.