BUILDER INVESTMENT GROUP INC /ADV
CIK
727117
Location
ATLANTA, GA
Portfolio Value
Small
$164,564,717
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 3 months ago
Filed Apr 14, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.4%
SPY
+74.2%
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, 2025Top 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 |
|---|---|---|
| Technology | 44.7% | $164,564,717 |
| Industrials | 11.6% | $42,612,256 |
| Healthcare | 9.8% | $36,071,598 |
| Energy | 8.5% | $31,423,995 |
| Basic Materials | 8.2% | $30,210,817 |
| Financial Services | 5.8% | $21,378,080 |
| Consumer Cyclical | 4.8% | $17,553,145 |
| Consumer Defensive | 3.6% | $13,164,393 |
| Unclassified | 1.5% | $5,571,131 |
| Real Estate | 0.9% | $3,220,526 |
| Communication Services | 0.5% | $1,688,113 |
| Utilities | 0.2% | $611,647 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
10 positions ·
$164,564,717 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 785,808 | $137,044,915 | 83.28% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 32,824 | $12,150,460 | 7.38% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 76,628 | $5,945,566 | 3.61% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 23,325 | $4,528,315 | 2.75% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,440 | $2,649,567 | 1.61% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 4,198 | $614,083 | 0.37% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,475 | $599,915 | 0.36% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,550 | $529,774 | 0.32% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,400 | $299,124 | 0.18% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,600 | $202,998 | 0.12% |