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Toll Brothers shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Toll Brothers (TOL) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Toll Brothers

Tip: Access up to 7 years of quarterly data

All positions including Toll Brothers held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toll Brothers by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 3.0k 135.22
2025-09-30 $405k 2.9k 138.14
2025-06-30 $329k 2.9k 114.13
2024-09-30 $27k 176 154.49

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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View all positions for Capital Performance Advisors

Top funds holding Toll Brothers

BlackRock
Vanguard Group
Greenhaven Associates
Capital World Investors
FMR
State Street Corporation
Dimensional Fund Advisors
AQR Capital Management
Geode Capital Management
Holocene Advisors
Goldman Sachs Group
Susquehanna International
Bamco
Jennison Associates
Bank of New York Mellon

View all funds holding Toll Brothers