BUILDER INVESTMENT GROUP INC /ADV

CIK

727117

Location

ATLANTA, GA

Portfolio Value

Small $368,070,418

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,786 / 8,232 ▲ 117

Top Industry

Semiconductors 39.1%

3Y Alpha vs SPY

+0.0%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.5%

SPY

+76.3%

Annualised alpha

+0.0%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

37.2%

−2.3 pts

Top 5

55.5%

−3.5 pts

Top 10

68.5%

−2.2 pts

HHI

1,549

Moderately concentrated−179

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.7%	$164,564,717	10
Industrials	11.6%	$42,612,256	11
Healthcare	9.8%	$36,071,598	7
Energy	8.5%	$31,423,995	6
Basic Materials	8.2%	$30,210,817	3
Financial Services	5.8%	$21,378,080	10
Consumer Cyclical	4.8%	$17,553,145	7
Consumer Defensive	3.6%	$13,164,393	5
Unclassified	1.5%	$5,571,131	2
Real Estate	0.9%	$3,220,526	1
Communication Services	0.5%	$1,688,113	3
Utilities	0.2%	$611,647	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
RRC	Range Resources Corp	+7,420	154,805	$6,994,089
XOM	Exxon Mobil Corp	+895	78,485	$13,315,765
HAL	Halliburton Co	+162	117,032	$4,563,077
CCI	Crown Castle Inc.	+71	39,608	$3,220,526
CLAR	Clarus Corp	+57	139,360	$379,059
MRK	Merck & Co., Inc.	+6	7,961	$957,628
HD	Home Depot, Inc.	+2	16,696	$5,491,147
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
EQX	Equinox Gold Corp.	−15,800	1,063,604	$15,379,713
NVDA	Nvidia Corp	−10,730	785,808	$137,044,915
FISV	Fiserv Inc	−4,587	39,469	$2,202,370
BALL	BALL Corp	−1,000	38,882	$2,298,315
PAAS	Pan American Silver Corp	−750	267,444	$14,610,465
AAPL	Apple Inc.	−481	10,440	$2,649,567
AMZN	Amazon Com Inc	−345	1,044	$217,433
UPS	United Parcel Service Inc	−211	40,311	$3,965,796
SLB	Slb Limited/Nv	−100	116,345	$5,978,969
LRCX	Lam Research Corp	−100	1,400	$299,124
CSCO	Cisco Systems, Inc.	−85	76,628	$5,945,566
BWXT	BWX Technologies, Inc.	−75	46,585	$9,526,166
KO	Coca Cola Co	−75	82,076	$6,241,879
RTX	RTX Corp	−72	49,476	$9,543,920
SO	Southern Co	−50	6,337	$611,647
V	Visa Inc.	−25	28,065	$8,482,365
PEP	Pepsico Inc	−25	25,610	$3,976,976
SPY	Spdr S&P 500 ETF Trust	−23	5,180	$3,368,761
BA	Boeing Co	−20	1,345	$267,695
MSFT	Microsoft Corp	−16	32,824	$12,150,460
LLY	ELI LILLY & Co	−15	26,104	$24,009,676
CI	Cigna Group	−3	9,528	$2,541,594
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
IMO	Imperial Oil Ltd	1,760	$230,243
AEM	Agnico Eagle Mines Ltd	1,087	$220,639
INTC	Intel Corp	4,600	$202,998
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	5,312	$809,601
TMO	Thermo Fisher Scientific Inc.	400	$231,780
ABT	Abbott Laboratories	1,767	$221,387
MA	Mastercard Inc	357	$203,804
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $368,070,418 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	785,808	-10,730	$137,044,915	−7.7%	37.23%
LLY	ELI LILLY & Co Healthcare	Reduced	26,104	-15	$24,009,676	−14.5%	6.52%
EQX	Equinox Gold Corp. Basic Materials	Reduced	1,063,604	-15,800	$15,379,713	+1.5%	4.18%
PAAS	Pan American Silver Corp Basic Materials	Reduced	267,444	-750	$14,610,465	+5.1%	3.97%
XOM	Exxon Mobil Corp Energy	Added	78,485	+895	$13,315,765	+42.6%	3.62%
MSFT	Microsoft Corp Technology	Reduced	32,824	-16	$12,150,460	−23.5%	3.30%
RTX	RTX Corp Industrials	Reduced	49,476	-72	$9,543,920	+5.0%	2.59%
BWXT	BWX Technologies, Inc. Industrials	Reduced	46,585	-75	$9,526,166	+18.1%	2.59%
V	Visa Inc. Financial Services	Reduced	28,065	-25	$8,482,365	−13.9%	2.30%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	51,270	0	$8,187,819	+4.0%	2.22%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	20,040	0	$7,613,196	+11.7%	2.07%
LMT	Lockheed Martin Corp Industrials	Held	12,067	0	$7,293,174	+25.0%	1.98%
JNJ	Johnson & Johnson Healthcare	Held	29,806	0	$7,285,778	+18.1%	1.98%
RRC	Range Resources Corp Energy	Added	154,805	+7,420	$6,994,089	+34.6%	1.90%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	38,456	0	$6,670,193	−6.5%	1.81%
KO	Coca Cola Co Consumer Defensive	Reduced	82,076	-75	$6,241,879	+8.7%	1.70%
SLB	Slb Limited/Nv Energy	Reduced	116,345	-100	$5,978,969	+33.8%	1.62%
CSCO	Cisco Systems, Inc. Technology	Reduced	76,628	-85	$5,945,566	+0.6%	1.62%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,696	+2	$5,491,147	−4.4%	1.49%
HAL	Halliburton Co Energy	Added	117,032	+162	$4,563,077	+38.2%	1.24%
TXN	Texas Instruments Inc Technology	Held	23,325	0	$4,528,315	+11.9%	1.23%
PEP	Pepsico Inc Consumer Defensive	Reduced	25,610	-25	$3,976,976	+8.1%	1.08%
UPS	United Parcel Service Inc Industrials	Reduced	40,311	-211	$3,965,796	−1.3%	1.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,180	-23	$3,368,761	−5.1%	0.92%
CCI	Crown Castle Inc. Real Estate	Added	39,608	+71	$3,220,526	−8.3%	0.87%
AAPL	Apple Inc. Technology	Reduced	10,440	-481	$2,649,567	−10.8%	0.72%
CI	Cigna Group Healthcare	Reduced	9,528	-3	$2,541,594	−3.1%	0.69%
BALL	BALL Corp Consumer Cyclical	Reduced	38,882	-1,000	$2,298,315	+8.8%	0.62%
AFL	Aflac Inc Financial Services	Held	20,770	0	$2,278,676	−0.5%	0.62%
FISV	Fiserv Inc	Reduced	39,469	-4,587	$2,202,370	−25.6%	0.60%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	5,496	0	$1,190,323	−16.3%	0.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,150	0	$1,145,894	+15.5%	0.31%
WMT	Walmart Inc. Consumer Defensive	Held	9,060	0	$1,125,976	+11.6%	0.31%
EFX	Equifax Inc Industrials	Held	6,153	0	$1,107,970	−17.0%	0.30%
UNP	Union Pacific Corp Industrials	Held	4,486	0	$1,088,393	+4.9%	0.30%
GOOGL	Alphabet Inc. Communication Services	Held	3,533	0	$1,015,949	−8.1%	0.28%
HON	Honeywell International Inc Industrials	Held	4,447	0	$1,005,155	+15.9%	0.27%
MRK	Merck & Co., Inc. Healthcare	Added	7,961	+6	$957,628	+14.4%	0.26%
BNY	Bank of New York Mellon Corp Financial Services	Held	7,911	0	$938,481	+2.2%	0.25%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,139	0	$741,682	−2.0%	0.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	4,664	0	$673,668	+0.8%	0.18%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	1,940	0	$669,591	+17.6%	0.18%
PLTR	Palantir Technologies Inc. Technology	Held	4,198	0	$614,083	−17.7%	0.17%
SO	Southern Co Utilities	Reduced	6,337	-50	$611,647	+9.8%	0.17%
IBM	International Business Machines Corp Technology	Held	2,475	0	$599,915	−18.2%	0.16%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,945	0	$572,141	−8.7%	0.16%
CPRT	Copart Inc Industrials	Held	16,000	0	$531,200	−15.2%	0.14%
AMAT	Applied Materials Inc /De Technology	Held	1,550	0	$529,774	+33.0%	0.14%
AMGN	Amgen Inc Healthcare	Held	1,440	0	$506,664	+7.5%	0.14%
ABBV	AbbVie Inc. Healthcare	Held	2,133	0	$463,906	−4.8%	0.13%