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Portfolio (Quarterly) Guide ↗

BUILDER INVESTMENT GROUP INC /ADV

· CIK 0000727117
13F Portfolio $505M AUM 107 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 18 Added 15 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DUKZ NORTHERN LIGHTS FD TR 40,254.0 $1.0M 0.20% NEW $25.62 -1.5%
2 HONEYWELL INTL INC 2,223.0 $498K 0.10% NEW $223.90
3 HONEYWELL AEROSPACE INC 2,223.0 $491K 0.10% NEW $221.08
4 MRVL MARVELL TECHNOLOGY INC Technology 1,600.0 $477K 0.09% NEW $297.89 -22.7%
5 IVW ISHARES TR 1,756.0 $242K 0.05% NEW $137.53 +0.5%
6 TKR TIMKEN CO Industrials 1,600.0 $233K 0.05% NEW $145.32 -15.5%
7 QQQ INVESCO QQQ TR Financial Services 304.0 $224K 0.04% NEW $736.40 -3.8%
8 PM PHILIP MORRIS INTL INC Consumer Defensive 1,160.0 $210K 0.04% NEW $180.91 +5.3%
9 VIG VANGUARD SPECIALIZED FUNDS 883.0 $209K 0.04% NEW $236.62 +3.3%
10 FNDA SCHWAB STRATEGIC TR 5,411.0 $206K 0.04% NEW $38.06 -1.5%
11 TMO THERMO FISHER SCIENTIFIC INC Healthcare 400.0 $201K 0.04% NEW $501.36 +24.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.3%
Healthcare 11.3%
Industrials 11.0%
Financial Services 6.7%
Energy 6.7%
Basic Materials 5.8%
Consumer Cyclical 4.5%
Consumer Defensive 3.4%
Real Estate 0.8%
Communication Services 0.5%