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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
Page 1 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 781,428.0 $156.4M 30.98% -4K -0.6% $200.09 +5.0%
2 LLY ELI LILLY & CO Healthcare 26,104.0 $31.3M 6.20% $1199.43 +4.0%
3 DFAS DIMENSIONAL ETF TRUST 324,817.0 $26.7M 5.30% +9K +2.9% $82.34 +0.3%
4 DFAI DIMENSIONAL ETF TRUST 506,835.0 $20.9M 4.14% +20K +4.2% $41.25 +4.9%
5 MSFT MICROSOFT CORP Technology 33,095.0 $12.3M 2.45% +271.0 +0.8% $373.02 +31.2%
6 PAAS PAN AMERN SILVER CORP Basic Materials 267,444.0 $12.0M 2.37% $44.79 +18.6%
7 XOM EXXON MOBIL CORP Energy 78,386.0 $10.7M 2.12% $136.72 +19.0%
8 EQX EQUINOX GOLD CORP Basic Materials 1,073,604.0 $10.4M 2.07% +10K +0.9% $9.72 +40.8%
9 V VISA INC Financial Services 28,065.0 $9.6M 1.91% $343.09 +10.9%
10 RTX RTX CORPORATION Industrials 49,477.0 $9.4M 1.86% $189.73 +10.5%
11 BWXT BWX TECHNOLOGIES INC Industrials 46,585.0 $9.1M 1.80% $194.65 -22.3%
12 CSCO CISCO SYS INC Technology 76,629.0 $9.0M 1.78% $117.46 -5.5%
13 VFMO VANGUARD WELLINGTON FD 33,690.0 $8.4M 1.67% +22K +182.7% $249.51 -8.1%
14 TJX TJX COS INC NEW Consumer Cyclical 51,370.0 $7.8M 1.54% $151.50 -7.8%
15 JNJ JOHNSON & JOHNSON Healthcare 29,676.0 $7.5M 1.49% $253.97 +7.8%
16 DFUV DIMENSIONAL ETF TRUST 127,393.0 $7.0M 1.39% $55.01 +4.2%
17 TXN TEXAS INSTRS INC Technology 23,325.0 $7.0M 1.38% $298.07 -12.8%
18 KO COCA COLA CO Consumer Defensive 82,076.0 $6.7M 1.32% $81.27 +13.1%
19 MRSH MARSH & MCLENNAN COS INC Financial Services 38,456.0 $6.4M 1.27% $166.67 +16.2%
20 LMT LOCKHEED MARTIN CORP Industrials 12,117.0 $6.2M 1.22% $509.46 +11.2%
Page 1 of 6  ·  107 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 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%