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Portfolio (Quarterly) Guide ↗

BUILDER INVESTMENT GROUP INC /ADV

· CIK 0000727117
13F Portfolio $463M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 102 New
Page 1 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 796,538.0 $148.6M 32.08% NEW $186.50 +20.4%
2 LLY ELI LILLY & CO Healthcare 26,119.0 $28.1M 6.06% NEW $1074.68 -6.3%
3 DFAS DIMENSIONAL ETF TRUST 318,809.0 $22.2M 4.80% NEW $69.67 +9.6%
4 DFAI DIMENSIONAL ETF TRUST 495,879.0 $18.9M 4.08% NEW $38.11 +8.6%
5 MSFT MICROSOFT CORP Technology 32,840.0 $15.9M 3.43% NEW $483.62 -13.6%
6 EQX EQUINOX GOLD CORP Basic Materials 1,079,404.0 $15.2M 3.27% NEW $14.04 -10.8%
7 PAAS PAN AMERN SILVER CORP Basic Materials 268,194.0 $13.9M 3.00% NEW $51.81 +6.0%
8 V VISA INC Financial Services 28,090.0 $9.9M 2.13% NEW $350.71 -6.0%
9 XOM EXXON MOBIL CORP Energy 77,590.0 $9.3M 2.02% NEW $120.34 +31.6%
10 RTX RTX CORPORATION Industrials 49,548.0 $9.1M 1.96% NEW $183.40 -4.7%
11 BWXT BWX TECHNOLOGIES INC Industrials 46,660.0 $8.1M 1.74% NEW $172.84 +17.2%
12 TJX TJX COS INC NEW Consumer Cyclical 51,270.0 $7.9M 1.70% NEW $153.61 +4.0%
13 MRSH MARSH & MCLENNAN COS INC Financial Services 38,456.0 $7.1M 1.54% NEW $185.52 -11.6%
14 HII HUNTINGTON INGALLS INDS INC Industrials 20,040.0 $6.8M 1.47% NEW $340.07 -5.3%
15 JNJ JOHNSON & JOHNSON Healthcare 29,806.0 $6.2M 1.33% NEW $206.95 +11.0%
16 DFUV DIMENSIONAL ETF TRUST 127,393.0 $5.9M 1.28% NEW $46.59 +12.7%
17 CSCO CISCO SYS INC Technology 76,713.0 $5.9M 1.28% NEW $77.03 +49.6%
18 LMT LOCKHEED MARTIN CORP Industrials 12,067.0 $5.8M 1.26% NEW $483.67 +7.2%
19 HD HOME DEPOT INC Consumer Cyclical 16,694.0 $5.7M 1.24% NEW $344.10 -10.6%
20 KO COCA COLA CO Consumer Defensive 82,151.0 $5.7M 1.24% NEW $69.91 +17.6%
Page 1 of 6  ·  102 positions

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 48.6%
Healthcare 10.5%
Industrials 10.3%
Basic Materials 7.7%
Financial Services 7.1%
Energy 6.2%
Consumer Cyclical 4.7%
Consumer Defensive 3.2%
Real Estate 0.9%
Communication Services 0.7%