BUILDER INVESTMENT GROUP INC /ADV — 13F Holdings & Portfolio

CIK 727117 · latest 13F-HR filed 2026-07-17

BUILDER INVESTMENT GROUP INC /ADV manages $504.7M in 13F-reported U.S. long-equity assets across 107 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (30.98%), LLY (6.20%), DFAS (5.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 5, added to 55, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4401 NORTHSIDE PKWY NW
SUITE 520
ATLANTA, GA 30327
Phone
(404) 233-9341
Filing Manager
BUILDER INVESTMENT GROUP INC /ADV
ATLANTA, GA
Signatory
DALE R HAJOST
CCO/EVP
Loading holdings…
AUM

$504.7M

Long-equity book

Holdings

107

Distinct positions

Period

2026-06-30

Filed 2026-07-17

Q/Q Activity

+11 / −5 / ↑55 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$19.3M +14.1%
  • ELI LILLY & CO$7.3M +30.4%
  • VANGUARD WELLINGTON FD$6.1M +257.8%
  • BOEING CO$4.7M +1760.7%
  • DIMENSIONAL ETF TRUST$4.3M +19.1%
Show all 55

Top Trims

  • EQUINOX GOLD CORP-$4.9M -32.1%
  • PAN AMERN SILVER CORP-$2.6M -18.0%
  • EXXON MOBIL CORP-$2.6M -19.5%
  • HUNTINGTON INGALLS INDS INC-$2.0M -26.6%
  • RANGE RES CORP-$1.4M -20.3%
Show all 22

New Positions

  • NORTHERN LIGHTS FD TR$1.0M
  • HONEYWELL INTL INC$497.7K
  • HONEYWELL AEROSPACE INC$491.5K
  • MARVELL TECHNOLOGY INC$476.6K
  • ISHARES TR$241.5K
Show all 11

Exited Positions

  • FISERV INC$2.2M
  • HONEYWELL INTL INC$1.0M
  • NIKE INC$237.7K
  • IMPERIAL OIL LTD$230.2K
  • AGNICO EAGLE MINES LTD$220.6K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $156.4M 30.98% 781,428 SH
2 ELI LILLY & CO LLY 532457108 $31.3M 6.20% 26,104 SH
3 DIMENSIONAL ETF TRUST DFAS 25434V500 $26.7M 5.30% 324,817 SH
4 DIMENSIONAL ETF TRUST DFAI 25434V203 $20.9M 4.14% 506,835 SH
5 MICROSOFT CORP MSFT 594918104 $12.3M 2.45% 33,095 SH
6 PAN AMERN SILVER CORP PAAS 697900108 $12.0M 2.37% 267,444 SH
7 EXXON MOBIL CORP XOM 30231G102 $10.7M 2.12% 78,386 SH
8 EQUINOX GOLD CORP EQX 29446Y502 $10.4M 2.07% 1,073,604 SH
9 VISA INC V 92826C839 $9.6M 1.91% 28,065 SH
10 RTX CORPORATION RTX 75513E101 $9.4M 1.86% 49,477 SH
11 BWX TECHNOLOGIES INC BWXT 05605H100 $9.1M 1.80% 46,585 SH
12 CISCO SYS INC CSCO 17275R102 $9.0M 1.78% 76,629 SH
13 VANGUARD WELLINGTON FD VFMO 921935508 $8.4M 1.67% 33,690 SH
14 TJX COS INC NEW TJX 872540109 $7.8M 1.54% 51,370 SH
15 JOHNSON & JOHNSON JNJ 478160104 $7.5M 1.49% 29,676 SH
16 DIMENSIONAL ETF TRUST DFUV 25434V724 $7.0M 1.39% 127,393 SH
17 TEXAS INSTRS INC TXN 882508104 $7.0M 1.38% 23,325 SH
18 COCA COLA CO KO 191216100 $6.7M 1.32% 82,076 SH
19 MARSH & MCLENNAN COS INC MRSH 571748102 $6.4M 1.27% 38,456 SH
20 LOCKHEED MARTIN CORP LMT 539830109 $6.2M 1.22% 12,117 SH
21 DIMENSIONAL ETF TRUST DFAE 25434V302 $5.9M 1.18% 147,489 SH
22 HOME DEPOT INC HD 437076102 $5.9M 1.17% 16,699 SH
23 HUNTINGTON INGALLS INDS INC HII 446413106 $5.6M 1.11% 19,970 SH
24 RANGE RES CORP RRC 75281A109 $5.6M 1.10% 149,805 SH
25 DIMENSIONAL ETF TRUST DFAW 25434V617 $5.5M 1.10% 66,816 SH
26 SLB LIMITED SLB 806857108 $5.4M 1.07% 116,345 SH
27 BOEING CO BA 097023105 $5.0M 0.99% 23,010 SH
28 UNITED PARCEL SVCS INC UPS 911312106 $4.3M 0.85% 40,111 SH
29 HALLIBURTON CO HAL 406216101 $4.0M 0.79% 117,032 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.7M 0.73% 4,920 SH
31 PEPSICO INC PEP 713448108 $3.5M 0.70% 26,210 SH
32 ISHARES TR IWR 464287499 $3.4M 0.67% 30,642 SH
33 DIMENSIONAL ETF TRUST DFAR 25434V823 $3.2M 0.63% 121,280 SH
34 APPLE INC AAPL 037833100 $3.0M 0.60% 10,441 SH
35 DIMENSIONAL ETF TRUST DFLV 25434V666 $3.0M 0.59% 75,531 SH
36 CROWN CASTLE INC CCI 22822V101 $2.9M 0.58% 38,538 SH
37 COHEN & STEERS ETF TRUST CSIO 19249U500 $2.8M 0.56% 99,767 SH
38 ISHARES TR IVV 464287200 $2.8M 0.56% 3,765 SH
39 DIMENSIONAL ETF TRUST DFSV 25434V815 $2.7M 0.54% 69,712 SH
40 THE CIGNA GROUP CI 125523100 $2.6M 0.52% 9,528 SH
41 ISHARES TR IWP 464287481 $2.5M 0.49% 16,912 SH
42 AFLAC INC AFL 001055102 $2.4M 0.48% 20,770 SH
43 DIMENSIONAL ETF TRUST DFIV 25434V807 $2.4M 0.48% 44,911 SH
44 ISHARES TR IWM 464287655 $2.4M 0.47% 7,900 SH
45 BALL CORP BALL 058498106 $2.3M 0.45% 36,182 SH
46 ISHARES TR EFA 464287465 $1.6M 0.32% 15,562 SH
47 ALPHABET INC GOOGL 02079K305 $1.3M 0.25% 3,533 SH
48 UNION PAC CORP UNP 907818108 $1.2M 0.24% 4,486 SH
49 GALLAGHER ARTHUR J & CO AJG 363576109 $1.2M 0.24% 5,226 SH
50 DIMENSIONAL ETF TRUST DFUS 25434V401 $1.2M 0.23% 14,403 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $504.7M 107 0001172661-26-002670
2026-03-31 2026-04-14 $460.9M 102 0001172661-26-001480
2025-12-31 2026-01-28 $463.0M 102 0001172661-26-000338