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Portfolio (Quarterly) Guide ↗

BUILDER INVESTMENT GROUP INC /ADV

· CIK 0000727117
13F Portfolio $460.9B AUM 102 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 8 Added 23 Reduced 5 Exited
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 785,808.0 $137.0M 29.73% -11K -1.4% $174.40 +29.2%
2 LLY ELI LILLY & CO Healthcare 26,104.0 $24.0M 5.21% $919.77 +9.5%
3 DFAS DIMENSIONAL ETF TRUST 315,604.0 $22.4M 4.87% -3K -1.0% $71.13 +6.6%
4 DFAI DIMENSIONAL ETF TRUST 486,608.0 $19.0M 4.11% -9K -1.9% $38.96 +5.6%
5 EQX EQUINOX GOLD CORP Basic Materials 1,063,604.0 $15.4M 3.34% -16K -1.5% $14.46 -8.5%
6 PAAS PAN AMERN SILVER CORP Basic Materials 267,444.0 $14.6M 3.17% $54.63 +3.2%
7 XOM EXXON MOBIL CORP Energy 78,485.0 $13.3M 2.89% +895.0 +1.1% $169.66 -6.9%
8 MSFT MICROSOFT CORP Technology 32,824.0 $12.2M 2.64% $370.17 +14.0%
9 RTX RTX CORPORATION Industrials 49,476.0 $9.5M 2.07% $192.90 -11.3%
10 BWXT BWX TECHNOLOGIES INC Industrials 46,585.0 $9.5M 2.07% $204.49 -1.2%
11 V VISA INC Financial Services 28,065.0 $8.5M 1.84% $302.24 +7.8%
12 TJX TJX COS INC NEW Consumer Cyclical 51,270.0 $8.2M 1.78% $159.70 -7.7%
13 HII HUNTINGTON INGALLS INDS INC Industrials 20,040.0 $7.6M 1.65% $379.90 -14.1%
14 LMT LOCKHEED MARTIN CORP Industrials 12,067.0 $7.3M 1.58% $604.39 -14.6%
15 JNJ JOHNSON & JOHNSON Healthcare 29,806.0 $7.3M 1.58% $244.44 -7.3%
16 RRC RANGE RES CORP Energy 154,805.0 $7.0M 1.52% +7K +5.0% $45.18 -6.0%
17 MRSH MARSH & MCLENNAN COS INC Financial Services 38,456.0 $6.7M 1.45% $173.45 -7.1%
18 KO COCA COLA CO Consumer Defensive 82,076.0 $6.2M 1.35% $76.05 +6.3%
19 DFUV DIMENSIONAL ETF TRUST 127,393.0 $6.2M 1.34% $48.46 +8.0%
20 SLB SLB LIMITED Energy 116,345.0 $6.0M 1.30% $51.39 +7.8%
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 45.3%
Industrials 11.6%
Healthcare 9.8%
Energy 8.5%
Basic Materials 8.2%
Financial Services 6.5%
Consumer Cyclical 4.8%
Consumer Defensive 3.6%
Real Estate 0.9%
Communication Services 0.6%