Chesley Taft & Associates LLC
CIK 1164632 · View on SEC EDGAR ↗
- Portfolio value
- $1.3B
- Positions
- 369
- As of
- June 30, 2026
#2,013 of 9,443 by 13F value · top 21.3%
Portfolio value QoQ: +6.1% 13F does not disclose cash
- Top 10 holdings weight
- 50.13%
- Top 25 holdings weight
- 67.99%
- Positions above 1%
- 18
- Effective number of positions
- 30.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 35.01% Est. buys $454,665,039 · sells $456,532,149
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.3% still held
- New positions
- 18
- Increased
- 146
- Decreased
- 145
- Closed
- 19
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
27.1%
Communication Services
14.4%
Industrials
7.0%
Retail
6.9%
Healthcare
6.6%
Financials
6.5%
Financial Services
2.6%
Energy
2.1%
Materials
1.8%
Consumer products
0.6%
Real Estate
0.5%
Utilities
0.5%
Telecommunication
0.4%
Consumer Discretionary
0.4%
Consumer Staples
0.3%
Packaging
0.0%
Logistics & Transportation
0.0%
Communications
0.0%
Diversified Consumer Services
0.0%
Other/Unmapped
22.1%
Full portfolio 369 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GOOG Alphabet Inc. - Class C Capital Stock | $136,544,758 | 10.21% | 386,451 | $126,555,145 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $88,670,095 | 6.63% | 443,151 | $11,248,000 | Down ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $75,946,260 | 5.68% | 201,049 | $12,701,915 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $75,342,372 | 5.63% | 201,979 | $68,075,565 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $57,502,405 | 4.30% | 61,469 | $-3,939,462 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $57,105,504 | 4.27% | 167,455 | $54,389,683 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $52,480,819 | 3.92% | 160,330 | $3,957,068 | Down ×5 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $48,777,952 | 3.65% | 511,085 | $47,582,840 | Up ×2 | ||
| IJH | $43,471,726 | 3.25% | 563,762 | $5,095,635 | Down ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $34,627,291 | 2.59% | 96,895 | $6,574,950 | Down ×3 | ||
| VEA | $23,746,984 | 1.78% | 333,291 | $3,399,982 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $23,469,247 | 1.75% | 19,567 | $5,401,285 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $22,731,917 | 1.70% | 250,517 | $179,779 | Up ×2 | ||
| RTX RTX Corporation Common Stock | $20,419,122 | 1.53% | 107,622 | $248,533 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $20,031,719 | 1.50% | 35,562 | $18,624,279 | Up ×1 | ||
| AZO AutoZone, Inc. Common Stock | $18,462,945 | 1.38% | 5,777 | $-803,912 | Up ×2 | ||
| C Citigroup, Inc. Common Stock | $17,072,321 | 1.28% | 121,980 | $3,541,374 | Up ×2 | ||
| EQT EQT Corporation Common Stock | $16,117,316 | 1.21% | 303,128 | $-2,889,215 | Up ×2 | ||
| UNP Union Pacific Corporation Common Stock | $12,999,696 | 0.97% | 47,793 | $1,495,869 | Up ×2 | ||
| CRM Salesforce, Inc. Common Stock | $12,958,981 | 0.97% | 82,720 | $5,326,713 | Up ×2 | ||
| VB | $11,421,258 | 0.85% | 37,679 | $10,866,773 | Up ×1 | ||
| ECL Ecolab Inc. Common Stock | $10,705,311 | 0.80% | 38,424 | $595,487 | Up ×2 | ||
| VO | $10,096,549 | 0.75% | 125,314 | $1,449,272 | Up ×3 | ||
| MDY | $9,324,178 | 0.70% | 13,257 | $1,135,455 | Down ×6 | ||
| GWW W.W. Grainger, Inc. Common Stock | $9,286,090 | 0.69% | 6,826 | $1,894,761 | Up ×2 | ||
| AGG | $8,091,912 | 0.61% | 81,753 | $128,076 | Up ×3 | ||
| BX Blackstone Inc. Common Stock | $7,621,015 | 0.57% | 64,766 | $7,419,208 | Up ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $6,635,423 | 0.50% | 15,379 | $6,529,887 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $6,585,224 | 0.49% | 5,705 | $5,820,692 | Up ×2 | ||
| SUB | $6,518,839 | 0.49% | 61,227 | $22,126 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,338,652 | 0.47% | 26,595 | $628,930 | Down ×4 | ||
| PG Procter & Gamble Company (The) Common Stock | $6,006,803 | 0.45% | 40,963 | $5,438,865 | Up ×1 | ||
| TFC Truist Financial Corporation Common Stock | $5,588,808 | 0.42% | 112,180 | $5,450,898 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $5,587,946 | 0.42% | 10,768 | $500,457 | Up ×2 | ||
| FBND | $5,468,580 | 0.41% | 120,215 | $149,744 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $5,430,894 | 0.41% | 21,384 | $224,078 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5,320,832 | 0.40% | 35,121 | $-330,153 | Down ×6 | ||
| IJR | $5,198,859 | 0.39% | 35,054 | $991,711 | Up ×1 | ||
| OKE ONEOK, Inc. Common Stock | $5,121,027 | 0.38% | 58,903 | $-195,622 | Up ×2 | ||
| NVS Novartis AG Common Stock | $4,946,083 | 0.37% | 31,560 | $152,788 | Up ×2 | ||
| VTV | $4,897,323 | 0.37% | 22,472 | $4,112,523 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $4,886,094 | 0.37% | 19,417 | $622,420 | Down ×1 | ||
| GLD | $4,706,055 | 0.35% | 12,775 | $-984,530 | Down ×4 | ||
| JPST | $4,690,371 | 0.35% | 92,750 | $277,175 | Up ×6 | ||
| FTV Fortive Corporation Common Stock | $4,534,711 | 0.34% | 74,230 | $4,355,327 | Up ×1 | ||
| PFE Pfizer, Inc. Common Stock | $4,487,766 | 0.34% | 186,369 | $-860,351 | Down ×1 | ||
| SPY SPY | $4,378,313 | 0.33% | 5,863 | $522,447 | Down ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $4,377,765 | 0.33% | 6,055 | $1,938,068 | Down ×3 | ||
| GE GE Aerospace Common Stock | $4,358,813 | 0.33% | 11,663 | $1,043,244 | Down ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $4,316,051 | 0.32% | 12,535 | $301,483 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,232,328 | 0.32% | 14,627 | $-64,255,548 | Down ×3 | ||
| WELL Welltower Inc. Common Stock | $4,230,721 | 0.32% | 18,640 | $4,052,782 | Up ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4,176,448 | 0.31% | 79,688 | $40,344 | Up ×3 | ||
| TXN Texas Instruments Incorporated - Common Stock | $4,122,308 | 0.31% | 13,830 | $1,600,235 | Up ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $4,061,582 | 0.30% | 24,215 | $3,705,581 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $3,986,157 | 0.30% | 28,548 | $2,735,292 | Up ×2 | ||
| BLK BlackRock, Inc. Common Stock | $3,913,549 | 0.29% | 4,070 | $3,538,482 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $3,824,737 | 0.29% | 13,601 | $3,326,383 | Up ×1 | ||
| V Visa Inc. | $3,805,211 | 0.28% | 11,091 | $453,067 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $3,791,026 | 0.28% | 16,928 | $3,677,245 | Up ×1 | ||
| MCK McKesson Corporation Common Stock | $3,692,617 | 0.28% | 4,887 | $3,510,891 | Up ×1 | ||
| NTRS Northern Trust Corporation - Common Stock | $3,601,443 | 0.27% | 20,717 | $711,088 | Up ×1 | ||
| CSL Carlisle Companies Incorporated Common Stock | $3,599,931 | 0.27% | 9,924 | $1,738,331 | Up ×2 | ||
| URI United Rentals, Inc. Common Stock | $3,584,464 | 0.27% | 3,164 | $3,220,184 | Up ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3,572,307 | 0.27% | 71,119 | $459,473 | Up ×2 | ||
| IEFA | $3,503,246 | 0.26% | 36,273 | $219,451 | |||
| VUSB | $3,426,507 | 0.26% | 68,833 | $144,182 | Up ×1 | ||
| FSLR First Solar, Inc. - Common Stock | $3,382,723 | 0.25% | 14,336 | $3,378,186 | Up ×1 | ||
| XLRE XLRE | $3,353,149 | 0.25% | 76,156 | $3,239,846 | Up ×2 | ||
| CB Chubb Limited Common Stock | $3,262,586 | 0.24% | 9,575 | $-29,307 | Down ×4 | ||
| VGK | $3,184,784 | 0.24% | 35,970 | $155,894 | Down ×1 | ||
| STIP | $3,126,096 | 0.23% | 30,600 | $84,530 | Up ×6 | ||
| SYK Stryker Corporation Common Stock | $3,072,838 | 0.23% | 9,760 | $-39,385,590 | Down ×6 | ||
| MA Mastercard Incorporated Common Stock | $2,958,336 | 0.22% | 5,760 | $130,260 | Up ×1 | ||
| IWF | $2,940,842 | 0.22% | 23,684 | $210,176 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,788,949 | 0.21% | 4,801 | Up ×1 | |||
| ICSH | $2,687,214 | 0.20% | 53,128 | $-608,705 | Down ×1 | ||
| COF Capital One Financial Corporation Common Stock | $2,642,968 | 0.20% | 13,174 | $460,375 | Up ×2 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $2,641,407 | 0.20% | 13,930 | $-76,285 | Up ×1 | ||
| IBDU | $2,637,924 | 0.20% | 113,900 | $244,470 | Up ×6 | ||
| IBDT | $2,566,839 | 0.19% | 101,657 | $133,715 | Up ×6 | ||
| WM Waste Management, Inc. Common Stock | $2,499,599 | 0.19% | 11,215 | $-31,538 | Up ×1 | ||
| ADBE Adobe Inc. - Common Stock | $2,497,759 | 0.19% | 12,183 | $-3,133,675 | Down ×1 | ||
| GLW Corning Incorporated Common Stock | $2,451,362 | 0.18% | 9,597 | $879,005 | Down ×3 | ||
| VOO | $2,447,238 | 0.18% | 3,563 | $2,306,216 | Up ×1 | ||
| IWR | $2,378,279 | 0.18% | 21,558 | $282,195 | |||
| BE Bloom Energy Corporation Class A Common Stock | $2,349,860 | 0.18% | 7,763 | $1,298,051 | |||
| AFL AFLAC Incorporated Common Stock | $2,340,310 | 0.17% | 19,960 | $2,236,085 | Up ×1 | ||
| IVV | $2,311,823 | 0.17% | 3,087 | $1,834,326 | Up ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $2,311,163 | 0.17% | 25,549 | $2,102,555 | Up ×1 | ||
| SCHG | $2,308,497 | 0.17% | 68,218 | $321,307 | |||
| EWJ | $2,283,996 | 0.17% | 24,488 | $281,670 | Up ×2 | ||
| KLAC KLA Corporation - Common Stock | $2,219,077 | 0.17% | 7,355 | $578,812 | Up ×2 | ||
| IBDS | $2,206,733 | 0.16% | 91,112 | $40,089 | Up ×3 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $2,168,100 | 0.16% | 4,726 | $62,088 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $2,145,814 | 0.16% | 12,170 | $-22,262,353 | Down ×1 | ||
| HQY HealthEquity, Inc. - Common Stock | $2,126,223 | 0.16% | 23,541 | $-53,784 | Down ×1 | ||
| IYW | $2,124,029 | 0.16% | 8,421 | $572,707 | Down ×4 | ||
| IBDW | $2,029,816 | 0.15% | 97,400 | $177,511 | Up ×6 | ||
| SHM | $2,010,789 | 0.15% | 41,922 | $5,660 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VO | $10,096,549 | 0.75% | up ×3 |
| AGG | $8,091,912 | 0.61% | up ×3 |
| SUB | $6,518,839 | 0.49% | up ×3 |
| FBND | $5,468,580 | 0.41% | up ×6 |
| JPST | $4,690,371 | 0.35% | up ×6 |
| IGSB | $4,176,448 | 0.31% | up ×3 |
| STIP | $3,126,096 | 0.23% | up ×6 |
| IBDU | $2,637,924 | 0.20% | up ×6 |
| IBDT | $2,566,839 | 0.19% | up ×6 |
| IBDS | $2,206,733 | 0.16% | up ×3 |
| IBDW | $2,029,816 | 0.15% | up ×6 |
| IBDX | $1,433,311 | 0.11% | up ×5 |
| IXC | $1,361,491 | 0.10% | up ×5 |
| TLT | $1,088,138 | 0.08% | up ×3 |
| MBB | $251,896 | 0.02% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AMD | $2,788,949 | 4,801 | 0.21% |
| TOST | $1,540,560 | 55,376 | 0.12% |
| MRVL | $369,086 | 1,239 | 0.03% |
| BK | $273,313 | 1,890 | 0.02% |
| ESGV | $251,620 | 1,903 | 0.02% |
| WMG | $234,562 | 8,665 | 0.02% |
| IBDY | $231,705 | 9,000 | 0.02% |
| IUSB | $229,965 | 4,983 | 0.02% |
| RWR | $214,643 | 1,900 | 0.02% |
| KMB | $212,515 | 1,936 | 0.02% |
| BAC | $209,800 | 3,682 | 0.02% |
| EQH | $186,534 | 4,251 | 0.01% |
| USB | $105,700 | 1,750 | 0.01% |
| DVN | $104,085 | 2,519 | 0.01% |
| GNRC | $23,425 | 80 | 0.00% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AVGO | Trimmed | -3K | +$12.7M |
| NVDA | Trimmed | -783 | +$11.2M |
| GOOGL | Trimmed | -658 | +$6.6M |
| LLY | Trimmed | -77 | +$5.4M |
| CRM | Bought more | +42K | +$5.3M |
| IJH | Trimmed | -5K | +$5.1M |
34 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 86,227 | $19,489,889 | -1.2% |
| SLV | March 31, 2026 | 86,550 | $5,575,551 | No longer tracked |
| BAC | March 31, 2025 | 112,627 | $4,949,957 | 50.7% |
| ANET | March 31, 2025 | 25,254 | $2,791,325 | 137.3% |
| DECK | June 30, 2025 | 19,760 | $2,209,366 | -13.0% |
| PHM | June 30, 2025 | 17,293 | $1,777,720 | 21.7% |
| LQD | June 30, 2025 | 14,838 | $1,612,742 | No longer tracked |
| CPRT | Dec. 31, 2025 | 28,774 | $1,293,967 | -13.1% |
| HES | Sept. 30, 2025 | 9,295 | $1,287,729 | No longer tracked |
| ALB | June 30, 2026 | 7,012 | $1,258,864 | -0.3% |
| ELV | March 31, 2026 | 3,520 | $1,233,936 | 34.8% |
| MDT | June 30, 2026 | 12,198 | $1,056,957 | 20.3% |
| TER | June 30, 2025 | 11,435 | $944,531 | 320.6% |
| SRLN | June 30, 2025 | 22,355 | $919,461 | No longer tracked |
| SJNK | March 31, 2026 | 35,150 | $889,998 | No longer tracked |
| RRX | June 30, 2025 | 7,624 | $867,992 | 15.5% |
| IBDQ | Dec. 31, 2025 | 32,100 | $808,599 | No longer tracked |
| EFX | Dec. 31, 2025 | 2,936 | $753,172 | -10.8% |
| NEU | June 30, 2026 | 1,120 | $717,864 | 17.2% |
| SWKS | March 31, 2025 | 7,795 | $691,261 | 7.7% |
| MAA | Dec. 31, 2025 | 4,410 | $616,209 | -5.2% |
| IONQ | March 31, 2026 | 13,615 | $610,905 | 46.7% |
| ODFL | March 31, 2025 | 3,400 | $599,760 | 22.4% |
| CRBG | Dec. 31, 2025 | 15,675 | $502,384 | 6.2% |
| POOL | Sept. 30, 2025 | 1,672 | $487,355 | -37.9% |
| AIG | March 31, 2025 | 6,663 | $485,066 | -13.2% |
| USMV | June 30, 2025 | 5,165 | $483,754 | No longer tracked |
| WPM | Dec. 31, 2025 | 4,000 | $447,360 | 25.4% |
| CME | June 30, 2026 | 1,348 | $398,132 | 21.9% |
| VRSK | June 30, 2026 | 2,000 | $379,500 | 4.9% |
| XYZ | Dec. 31, 2025 | 5,240 | $378,695 | 24.3% |
| HHH | March 31, 2026 | 4,322 | $344,766 | 7.9% |
| NFTY | March 31, 2026 | 5,700 | $332,430 | |
| EMN | June 30, 2025 | 3,665 | $322,923 | 0.4% |
| MANH | June 30, 2025 | 1,803 | $311,991 | 6.1% |
| NOW | June 30, 2026 | 2,935 | $306,854 | 30.5% |
| FLEX | March 31, 2025 | 7,765 | $298,098 | 235.9% |
| BAC | March 31, 2026 | 5,353 | $294,415 | 29.0% |
| EPD | March 31, 2026 | 9,044 | $289,951 | 1.4% |
| SLQD | March 31, 2026 | 5,700 | $288,990 | |
| HPE | June 30, 2025 | 18,272 | $281,937 | 158.3% |
| CCOI | Sept. 30, 2025 | 5,789 | $279,088 | -73.8% |
| LQD | June 30, 2026 | 2,523 | $274,982 | No longer tracked |
| VST | March 31, 2025 | 1,929 | $265,951 | 19.5% |
| GOVT | Dec. 31, 2025 | 11,441 | $264,516 | No longer tracked |
| INCY | March 31, 2026 | 2,571 | $253,938 | 36.1% |
| PSX | June 30, 2026 | 1,383 | $251,955 | 44.4% |
| NVO | Sept. 30, 2025 | 3,650 | $251,923 | -16.2% |
| EL | March 31, 2026 | 2,388 | $250,071 | 36.8% |
| WERN | March 31, 2025 | 6,875 | $246,950 | 28.0% |
| KMB | Dec. 31, 2025 | 1,923 | $239,106 | 8.2% |
| BSCP | March 31, 2025 | 11,547 | $238,446 | No longer tracked |
| IBIT | June 30, 2026 | 6,100 | $234,362 | |
| CTRA | June 30, 2026 | 6,580 | $231,221 | No longer tracked |
| FLNC | June 30, 2026 | 16,798 | $231,140 | -41.8% |
| PRGS | Sept. 30, 2025 | 3,552 | $226,760 | 0.2% |
| EL | March 31, 2025 | 2,993 | $224,415 | 48.8% |
| IBTF | June 30, 2025 | 9,600 | $224,352 | No longer tracked |
| BK | March 31, 2026 | 1,932 | $224,286 | No longer tracked |
| MCHP | March 31, 2025 | 3,898 | $223,550 | 57.5% |
| KR | June 30, 2026 | 3,086 | $223,303 | 0.5% |
| CTRA | Sept. 30, 2025 | 8,665 | $219,918 | No longer tracked |
| FAST | Dec. 31, 2025 | 4,448 | $218,130 | 27.5% |
| JNK | June 30, 2025 | 2,285 | $217,761 | No longer tracked |
| ESLT | June 30, 2026 | 254 | $215,669 | -1.3% |
| EXC | June 30, 2026 | 4,343 | $212,882 | -2.1% |
| IEF | March 31, 2026 | 2,175 | $209,148 | |
| VIG | March 31, 2025 | 1,055 | $206,601 | No longer tracked |
| SPSB | Dec. 31, 2025 | 6,814 | $206,396 | No longer tracked |
| USIG | March 31, 2025 | 4,097 | $205,997 | |
| OLED | March 31, 2026 | 1,750 | $204,365 | -6.0% |
| XLE | June 30, 2026 | 3,313 | $202,954 | No longer tracked |
| CBT | March 31, 2025 | 2,205 | $201,339 | 1.8% |
| VNQ | Sept. 30, 2025 | 2,255 | $200,830 | No longer tracked |
| JBL | March 31, 2025 | 1,395 | $200,741 | 135.5% |
| TDG | March 31, 2026 | 150 | $199,478 | 4.6% |
| USMV | June 30, 2026 | 2,000 | $185,480 | No longer tracked |
| WBA | Sept. 30, 2025 | 15,976 | $183,404 | No longer tracked |
| TSCO | June 30, 2026 | 3,875 | $175,538 | 10.4% |
| PLTR | March 31, 2026 | 836 | $148,599 | 19.4% |
| COR | March 31, 2026 | 350 | $118,213 | 0.5% |
| VTRS | March 31, 2026 | 9,386 | $116,856 | 19.8% |
| IBOC | June 30, 2026 | 1,500 | $100,935 | -6.1% |
| APP | March 31, 2026 | 138 | $92,987 | -20.5% |
| INDA | March 31, 2026 | 1,626 | $87,885 | No longer tracked |
| VLTO | March 31, 2026 | 535 | $53,382 | 13.1% |
| CDW | March 31, 2026 | 150 | $20,430 | 15.1% |
| WBD | March 31, 2026 | 482 | $13,891 | 3.3% |
| DHI | March 31, 2026 | 19 | $2,737 | 8.7% |