Builder Investment Group Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Builder Investment Group Inc. reported 98 stock positions worth $351.8 million. Its top holding was Nvidia (NVDA) at 26.1% of the portfolio, followed by Eli Lilly (LLY, 6.3%) and Dimensional US Small Cap ETF (DFAS, 5.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 4, added to 30 and reduced 26. The biggest buy was Equinox Gold (EQX, shares +2%) and the biggest sale Nvidia (NVDA, shares −2%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0000727117
Portfolio Value
$351.8M (Q1 2025)
SEC Filing
0001172661-25-001520 ↗ filed Apr 21, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $343.5M Q1 2024 Q2 2024: $366.5M Q2 2024 Q3 2024: $372.4M Q3 2024 Q4 2024: $368.3M Q4 2024 Q1 2025: $351.8M $351.8M Q1 2025 Q2 2025: $404.6M Q2 2025 Q3 2025: $445.1M Q3 2025 Q4 2025: $462.9M Q4 2025 Q1 2026: $460.8M Q1 2026 Q2 2026: $504.7M Q2 2026

Holdings 98 stocks · $351.8M
NVDA Nvidia Corp. 26.10% 847,175 $91.8M Reduce -2.5%
LLY Eli Lilly & Co. 6.32% 26,939 $22.2M Reduce -1.5%
DFAS Dimensional US Small Cap ETF 5.03% 296,155 $17.7M Add +1.4%
DFAI Dimensional International Co. 4.06% 457,752 $14.3M Add +2.4%
MSFT Microsoft Corp. 3.51% 32,887 $12.3M Reduce -0.1%
FISV Fiserv Inc. 3.32% 52,872 $11.7M Reduce -0.6%
V Visa Inc. Class A 2.81% 28,185 $9.9M Reduce -0.3%
MRSH Marsh & McLennan Cos 2.72% 39,156 $9.6M Reduce -0.4%
XOM Exxon Mobil Corp. 2.40% 71,114 $8.5M Reduce -0.2%
EQX Equinox Gold Corp. 2.08% 1,063,984 $7.3M Add +2.3%
PAAS Pan American Silver Corp. 1.94% 264,874 $6.8M Add +2.2%
RTX RTX Corp. 1.87% 49,798 $6.6M Add +1.7%
HD Home Depot Inc. 1.86% 17,856 $6.5M Add +0.0%
KO The Coca-Cola Co. 1.67% 82,231 $5.9M Reduce -0.1%
DFUV Dimensional US Marketwide Va 1.49% 127,393 $5.2M No change
LMT Lockheed Martin Corp. 1.46% 11,528 $5.1M Reduce -1.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.42% 119,908 $5.0M Reduce -0.4%
JNJ Johnson & Johnson 1.41% 29,969 $5.0M Add +0.0%
CSCO Cisco Systems Inc. 1.35% 77,104 $4.8M Reduce -0.4%
BWXT BWX Technologies Inc. 1.31% 46,825 $4.6M Reduce -0.4%
UPS United Parcel Service Class B 1.30% 41,432 $4.6M Reduce -2.6%
TXN Texas Instruments Inc. 1.20% 23,455 $4.2M No change
PEP Pepsico Inc. 1.11% 26,165 $3.9M Add +0.1%
DFAW Dimensional World Eqty ETF 1.06% 60,816 $3.7M Add +1.8%
DFAE Dimensional Emerging Core Eq 1.06% 143,555 $3.7M Add +2.5%
CVX Chevron Corp. 1.05% 22,172 $3.7M Reduce -3.3%
CCI Crown Castle Inc. 0.97% 32,719 $3.4M Reduce -4.0%
HAL Halliburton Co. 0.95% 131,191 $3.3M Reduce -19.8%
RRC Range Resources Corp. 0.95% 83,295 $3.3M Add +100.9%
CI The Cigna Group 0.89% 9,508 $3.1M No change
IWR iShares Russell Mid-Cap ETF 0.75% 31,175 $2.7M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.73% 4,607 $2.6M Add +1.1%
AAPL Apple Inc. 0.72% 11,382 $2.5M Reduce -0.2%
AFL Aflac Inc. 0.66% 20,820 $2.3M Reduce -0.2%
BALL Ball Corp. 0.61% 41,477 $2.2M Reduce -3.3%
IVV iShares Core S&P 500 ETF 0.56% 3,521 $2.0M No change
IWP iShares Russell Mid-Cap Grow 0.55% 16,466 $1.9M Add +0.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.55% 5,596 $1.9M No change
DFIV Dimensional International Va 0.55% 49,006 $1.9M Add +0.0%
DFAR Dimensional US Real Est ETF 0.53% 78,837 $1.9M Add +4.3%
IWM iShares Russell 2000 ETF 0.46% 8,190 $1.6M Add +0.8%
EFX Equifax Inc. 0.43% 6,153 $1.5M No change
EFA iShares MSCI Eafe ETF 0.37% 15,725 $1.3M Reduce -2.0%
DFLV Dim US Large Cap Value ETF 0.33% 38,503 $1.2M Add +10.2%
COST Costco Wholesale Corp. 0.31% 1,150 $1.1M No change
UNP Union Pacific Corp. 0.30% 4,486 $1.1M No change
HON Honeywell International Inc. 0.27% 4,447 $942K No change
XLE SS Energy Select Sector 0.26% 9,975 $932K Reduce -7.4%
VAW Vanguard Materials ETF 0.26% 4,853 $916K No change
DFCF Dimensional Core Fixed Inc. 0.26% 21,700 $913K Add +7.1%
CPRT Copart Inc. 0.26% 16,000 $905K No change
WMT Walmart Inc. 0.23% 9,061 $795K No change
PG The Procter & Gamble Co. 0.23% 4,665 $795K No change
LOW Lowe's Cos Inc. 0.21% 3,139 $732K No change
MRK Merck & Co. Inc. 0.21% 8,117 $729K Reduce -0.9%
SCHD Schwab US DVD Equity ETF 0.21% 26,050 $728K Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.19% 7,911 $663K No change
SCHB Schwab US Broad Market ETF 0.18% 29,640 $638K Add +4.0%
IWF iShares Russell 1000 Growth 0.18% 1,755 $634K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 2,475 $615K No change
SO The Southern Co. 0.17% 6,662 $613K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.17% 25,447 $601K No change
GOOGL Alphabet Inc. Class A 0.15% 3,522 $545K Add +0.6%
DFSV Dimensional US Small Cap Val 0.15% 18,983 $534K Add +12.3%
JPM JPMorgan Chase & Co. 0.15% 2,170 $532K No change
DFUS Dimensional US Eq MKT ETF 0.15% 8,510 $515K Add +38.6%
ABBV Abbvie Inc. 0.14% 2,333 $489K No change
CLAR Clarus Corp. 0.14% 128,764 $483K Add +0.0%
CMCSA Comcast Corp. Class A 0.13% 12,491 $461K Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 862 $459K No change
AMGN Amgen Inc. 0.13% 1,440 $449K No change
PLTR Palantir Technologies Inc. Class A 0.12% 4,998 $422K Add +0.4%
LHX L3HARRIS Technologies Inc. 0.12% 1,940 $406K No change
GOOG Alphabet Inc. Class C 0.11% 2,420 $378K No change
DFAU Dimensional US Core Equity M 0.11% 9,789 $376K Add +33.2%
AMAT Applied Materials Inc. 0.10% 2,460 $357K No change
IWS iShares Russell Mid-Cap Valu 0.09% 2,571 $324K No change
T AT&T Inc. 0.09% 11,302 $320K No change
TRV The Travelers Cos Inc. 0.09% 1,200 $317K No change
AMZN Amazon.com Inc. 0.09% 1,613 $307K Reduce -1.5%
SCHX Schwab US Large-Cap ETF 0.08% 13,522 $299K Reduce -0.8%
IWN iShares Russell 2000 Value E 0.08% 1,925 $291K No change
SCHF Schwab Intl Equity ETF 0.08% 14,467 $286K Add +0.3%
PFE Pfizer Inc. 0.08% 11,150 $283K No change
MA Mastercard Inc. Class A 0.08% 496 $272K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.08% 9,866 $270K No change
IWB iShares Russell 1000 ETF 0.07% 793 $243K No change
BX Blackstone Inc. 0.07% 1,711 $239K No change
ABT Abbott Laboratories 0.07% 1,767 $234K Reduce -13.1%
DFSD Dimensional Short Duration 0.07% 4,931 $234K Add +12.3%
WFC Wells Fargo & Co. 0.07% 3,250 $233K No change
SCHA Schwab US Small-Cap ETF 0.07% 9,902 $232K No change
BA The Boeing Co. 0.07% 1,355 $231K Add +8.0%
AMT American Tower Corp. 0.07% 1,053 $229K New
SSB Southstate Bank Corp. 0.06% 2,422 $225K No change
BDX Becton Dickinson and Co. 0.06% 958 $219K No change
LRCX Lam Research Corp. 0.06% 3,000 $218K No change
MPC Marathon Petroleum Corp. 0.06% 1,400 $204K New

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -2.5% 26.10% −5.57
HAL Halliburton Co. Reduce -19.8% 0.95% −0.26
MSFT Microsoft Corp. Reduce -0.1% 3.51% −0.26
TSLA Tesla Inc. Sold out 0.00% −0.19
UPS United Parcel Service Class B Reduce -2.6% 1.30% −0.16
BWXT BWX Technologies Inc. Reduce -0.4% 1.31% −0.11
LMT Lockheed Martin Corp. Reduce -1.7% 1.46% −0.08
NKE Nike Inc. Class B Sold out 0.00% −0.06
MRVL Marvell Technology Inc. Sold out 0.00% −0.06
AAPL Apple Inc. Reduce -0.2% 0.72% −0.06
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.06
BALL Ball Corp. Reduce -3.3% 0.61% −0.03
MRK Merck & Co. Inc. Reduce -0.9% 0.21% −0.01
AMZN Amazon.com Inc. Reduce -1.5% 0.09% −0.01
SCHX Schwab US Large-Cap ETF Reduce -0.8% 0.08% −0.00
CMCSA Comcast Corp. Class A Reduce -2.3% 0.13% +0.00
ABT Abbott Laboratories Reduce -13.1% 0.07% +0.00
XLE SS Energy Select Sector Reduce -7.4% 0.26% +0.01
EFA iShares MSCI Eafe ETF Reduce -2.0% 0.37% +0.04
AFL Aflac Inc. Reduce -0.2% 0.66% +0.07
CSCO Cisco Systems Inc. Reduce -0.4% 1.35% +0.11
CCI Crown Castle Inc. Reduce -4.0% 0.97% +0.13
CVX Chevron Corp. Reduce -3.3% 1.05% +0.15
SLB SLB Ltd. Reduce -0.4% 1.42% +0.17
KO The Coca-Cola Co. Reduce -0.1% 1.67% +0.28
XOM Exxon Mobil Corp. Reduce -0.2% 2.40% +0.32
FISV Fiserv Inc. Reduce -0.6% 3.32% +0.35
V Visa Inc. Class A Reduce -0.3% 2.81% +0.38
MRSH Marsh & McLennan Cos Reduce -0.4% 2.72% +0.45
LLY Eli Lilly & Co. Reduce -1.5% 6.32% +0.59

Portfolio Buys Q4 2024 → Q1 2025
EQX Equinox Gold Corp. Add +2.3% 2.08% +0.66
RRC Range Resources Corp. Add +100.9% 0.95% +0.54
PAAS Pan American Silver Corp. Add +2.2% 1.94% +0.52
DFAI Dimensional International Co. Add +2.4% 4.06% +0.52
RTX RTX Corp. Add +1.7% 1.87% +0.34
JNJ Johnson & Johnson Add +0.0% 1.41% +0.24
DFAE Dimensional Emerging Core Eq Add +2.5% 1.06% +0.09
DFIV Dimensional International Va Add +0.0% 0.55% +0.08
AMT American Tower Corp. New 0.07% +0.07
MPC Marathon Petroleum Corp. New 0.06% +0.06
DFAR Dimensional US Real Est ETF Add +4.3% 0.53% +0.06
DFLV Dim US Large Cap Value ETF Add +10.2% 0.33% +0.05
DFAW Dimensional World Eqty ETF Add +1.8% 1.06% +0.05
DFUS Dimensional US Eq MKT ETF Add +38.6% 0.15% +0.04
PEP Pepsico Inc. Add +0.1% 1.11% +0.04
DFCF Dimensional Core Fixed Inc. Add +7.1% 0.26% +0.03
DFAU Dimensional US Core Equity M Add +33.2% 0.11% +0.03
PLTR Palantir Technologies Inc. Class A Add +0.4% 0.12% +0.02
SCHD Schwab US DVD Equity ETF Add +0.1% 0.21% +0.01
DFSD Dimensional Short Duration Add +12.3% 0.07% +0.01
DFSV Dimensional US Small Cap Val Add +12.3% 0.15% +0.01
SCHF Schwab Intl Equity ETF Add +0.3% 0.08% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.1% 0.73% +0.01
IWR iShares Russell Mid-Cap ETF Add +0.1% 0.75% +0.01
SCHB Schwab US Broad Market ETF Add +4.0% 0.18% +0.01
BA The Boeing Co. Add +8.0% 0.07% +0.01
IWP iShares Russell Mid-Cap Grow Add +0.6% 0.55% −0.01
CLAR Clarus Corp. Add +0.0% 0.14% −0.02
IWM iShares Russell 2000 ETF Add +0.8% 0.46% −0.02
GOOGL Alphabet Inc. Class A Add +0.6% 0.15% −0.03
HD Home Depot Inc. Add +0.0% 1.86% −0.03
DFAS Dimensional US Small Cap ETF Add +1.4% 5.03% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 107$504.7MNVDA, LLY, DFAS, DFAI, MSFT
Q1 2026 101$460.8MNVDA, LLY, DFAS, DFAI, EQX
Q4 2025 101$462.9MNVDA, LLY, DFAS, DFAI, MSFT
Q3 2025 102$445.1MNVDA, DFAS, LLY, DFAI, MSFT
Q2 2025 102$404.6MNVDA, LLY, DFAS, MSFT, DFAI
Q1 2025 98$351.8MNVDA, LLY, DFAS, DFAI, MSFT
Q4 2024 100$368.3MNVDA, LLY, DFAS, MSFT, DFAI
Q3 2024 102$372.4MNVDA, LLY, DFAS, MSFT, DFAI
Q2 2024 100$366.5MNVDA, LLY, DFAS, MSFT, DFAI
Q1 2024 106$343.5MNVDA, LLY, DFAS, MSFT, DFAI