BUILDER INVESTMENT GROUP INC /ADV

CIK

727117

Location

ATLANTA, GA

Portfolio Value

Small $503,679,450

Diversification

Diversified

Filing Date

Global Rank

#3,815 / 8,794 ▼ 315 · as of Jun 2026

Top Industry

Semiconductors 42.4%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.0%

+0.6 pts

Top 5

58.0%

+0.2 pts

Top 10

68.4%

−1.2 pts

HHI

1,320

Diversified+47

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.1%	$191,698,580	11
Unclassified	23.1%	$116,217,403	11
Healthcare	8.7%	$44,018,630	8
Industrials	8.7%	$43,943,757	13
Energy	5.2%	$26,028,233	5
Financial Services	4.5%	$22,791,977	10
Basic Materials	4.5%	$22,414,246	2
Consumer Cyclical	3.4%	$17,309,805	6
Consumer Defensive	2.6%	$13,215,651	6
Real Estate	0.6%	$2,918,482	1
Communication Services	0.5%	$2,516,172	3
Utilities	0.1%	$606,514	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+57,956	1,529,810	$79,979,779
VFMF	Vanguard U.S. Multifactor ETF	+21,772	33,690	$8,405,991
BA	Boeing Co	+21,665	23,010	$4,980,974
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	+10,715	99,767	$2,848,647
EQX	Equinox Gold Corp.	+10,000	1,073,604	$10,435,430
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,842	126,610	$3,895,755
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+6,071	70,333	$12,214,966
PEP	Pepsico Inc	+600	26,210	$3,548,834
MSFT	Microsoft Corp	+271	33,095	$12,345,096
TJX	Tjx Companies Inc /De/	+100	51,370	$7,782,555
CLAR	Clarus Corp	+52	139,412	$439,147
LMT	Lockheed Martin Corp	+50	12,117	$6,173,126
WMT	Walmart Inc.	+7	9,067	$1,026,928
MRK	Merck & Co., Inc.	+6	7,967	$1,023,759
HD	Home Depot, Inc.	+3	16,699	$5,889,403
RTX	RTX Corp	+1	49,477	$9,387,271
CSCO	Cisco Systems, Inc.	+1	76,629	$9,000,842
—		+1	18,974	$2,932,199
AAPL	Apple Inc.	+1	10,441	$3,021,207
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
RRC	Range Resources Corp	−5,000	149,805	$5,571,247
NVDA	Nvidia Corp	−4,380	781,428	$156,355,928
BALL	BALL Corp	−2,700	36,182	$2,257,756
HON	Honeywell International Inc	−2,224	2,223	$497,729
CCI	Crown Castle Inc.	−1,070	38,538	$2,918,482
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−800	9,600	$722,841
AJG	Arthur J. Gallagher & Co.	−270	5,226	$1,199,732
SPY	Spdr S&P 500 ETF Trust	−260	4,920	$3,674,108
UPS	United Parcel Service Inc	−200	40,111	$4,311,932
JNJ	Johnson & Johnson	−130	29,676	$7,536,813
XOM	ExxonMobil Holdings Corp	−99	78,386	$10,716,933
PLTR	Palantir Technologies Inc.	−77	4,121	$480,797
HII	Huntington Ingalls Industries, Inc.	−70	19,970	$5,589,403
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	2,223	$491,460
MRVL	Marvell Technology, Inc.	1,600	$476,624
TKR	Timken Co	1,600	$232,512
QQQ	Invesco Qqq Trust, Series 1	304	$223,865
PM	Philip Morris International Inc.	1,160	$209,855
VIG	Vanguard Dividend Appreciation ETF	883	$208,935
TMO	Thermo Fisher Scientific Inc.	400	$200,544
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
FISV	Fiserv Inc	39,469	$2,202,370
NKE	NIKE, Inc.	4,500	$237,690
IMO	Imperial Oil Ltd	1,760	$230,243
AEM	Agnico Eagle Mines Ltd	1,087	$220,639
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $503,679,450 total · filing declares 107 positions · $504,711,028 · as of Jun 30, 2026

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

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	781,428	-4,380	$156,355,928	+14.1%	31.04%
DCOR	Dimensional US Core Equity 1 ETF	Added	1,529,810	+57,956	$79,979,779	+15.4%	15.88%
LLY	ELI LILLY & Co Healthcare	Held	26,104	0	$31,309,923	+30.4%	6.22%
MSFT	Microsoft Corp Technology	Added	33,095	+271	$12,345,096	+1.6%	2.45%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	70,333	+6,071	$12,214,966	—	2.43%
PAAS	Pan American Silver Corp Basic Materials	Held	267,444	0	$11,978,816	−18.0%	2.38%
XOM	ExxonMobil Holdings Corp Energy	Reduced	78,386	-99	$10,716,933	−19.5%	2.13%
EQX	Equinox Gold Corp. Basic Materials	Added	1,073,604	+10,000	$10,435,430	−32.1%	2.07%
V	Visa Inc. Financial Services	Held	28,065	0	$9,628,820	+13.5%	1.91%
RTX	RTX Corp Industrials	Added	49,477	+1	$9,387,271	−1.6%	1.86%
BWXT	BWX Technologies, Inc. Industrials	Held	46,585	0	$9,067,770	−4.8%	1.80%
CSCO	Cisco Systems, Inc. Technology	Added	76,629	+1	$9,000,842	+51.4%	1.79%
VFMF	Vanguard U.S. Multifactor ETF	Added	33,690	+21,772	$8,405,991	+257.8%	1.67%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	51,370	+100	$7,782,555	−4.9%	1.55%
JNJ	Johnson & Johnson Healthcare	Reduced	29,676	-130	$7,536,813	+3.4%	1.50%
TXN	Texas Instruments Inc Technology	Held	23,325	0	$6,952,482	+53.5%	1.38%
KO	Coca Cola Co Consumer Defensive	Held	82,076	0	$6,670,316	+6.9%	1.32%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	38,456	0	$6,409,461	−3.9%	1.27%
LMT	Lockheed Martin Corp Industrials	Added	12,117	+50	$6,173,126	−15.4%	1.23%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,699	+3	$5,889,403	+7.3%	1.17%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	19,970	-70	$5,589,403	−26.6%	1.11%
RRC	Range Resources Corp Energy	Reduced	149,805	-5,000	$5,571,247	−20.3%	1.11%
SLB	Slb Limited/Nv Energy	Held	116,345	0	$5,408,879	−9.5%	1.07%
BA	Boeing Co Industrials	Added	23,010	+21,665	$4,980,974	+1760.7%	0.99%
UPS	United Parcel Service Inc Industrials	Reduced	40,111	-200	$4,311,932	+8.7%	0.86%
HAL	Halliburton Co Energy	Held	117,032	0	$3,973,236	−12.9%	0.79%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	126,610	+7,842	$3,895,755	+20.6%	0.77%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,920	-260	$3,674,108	+9.1%	0.73%
PEP	Pepsico Inc Consumer Defensive	Added	26,210	+600	$3,548,834	−10.8%	0.70%
AAPL	Apple Inc. Technology	Added	10,441	+1	$3,021,207	+14.0%	0.60%
		Added	18,974	+1	$2,932,199	+14.6%	0.58%
CCI	Crown Castle Inc. Real Estate	Reduced	38,538	-1,070	$2,918,482	−9.4%	0.58%
CSIO	Cohen & Steers Infrastructure Opportunities Active ETF	Added	99,767	+10,715	$2,848,647	+15.3%	0.57%
CI	Cigna Group Healthcare	Held	9,528	0	$2,626,679	+3.3%	0.52%
AFL	Aflac Inc Financial Services	Held	20,770	0	$2,435,282	+6.9%	0.48%
BALL	BALL Corp Consumer Cyclical	Reduced	36,182	-2,700	$2,257,756	−1.8%	0.45%
GOOGL	Alphabet Inc. Communication Services	Held	5,585	0	$1,987,621	+23.9%	0.39%
UNP	Union Pacific Corp Industrials	Held	4,486	0	$1,220,192	+12.1%	0.24%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	5,226	-270	$1,199,732	+0.8%	0.24%
BNY	Bank of New York Mellon Corp Financial Services	Held	7,911	0	$1,144,009	+21.9%	0.23%
AMAT	Applied Materials Inc /De Technology	Held	1,550	0	$1,120,650	+111.5%	0.22%
EDV	Vanguard World Funds Extended Duration ETF	Held	4,853	0	$1,110,317	+1.5%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,150	0	$1,075,790	−6.1%	0.21%
WMT	Walmart Inc. Consumer Defensive	Added	9,067	+7	$1,026,928	−8.8%	0.20%
MRK	Merck & Co., Inc. Healthcare	Added	7,967	+6	$1,023,759	+6.9%	0.20%
EFX	Equifax Inc Industrials	Held	6,153	0	$976,604	−11.9%	0.19%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	9,600	-800	$722,841	−3.4%	0.14%
IBM	International Business Machines Corp Technology	Held	2,475	0	$695,994	+16.0%	0.14%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,139	0	$692,118	−6.7%	0.14%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	4,664	0	$683,928	+1.5%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.