Builder Investment Group Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Builder Investment Group Inc. reported 101 stock positions worth $460.8 million. Its top holding was Nvidia (NVDA) at 29.7% of the portfolio, followed by Eli Lilly (LLY, 5.2%) and Dimensional US Small Cap ETF (DFAS, 4.9%). Compared with Q4 2025, it opened 5 new positions, sold out of 5, added to 14 and reduced 37. The biggest buy was Exxon Mobil (XOM, shares +1%) and the biggest sale Nvidia (NVDA, shares −1%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0000727117
Portfolio Value
$460.8M (Q1 2026)
SEC Filing
0001172661-26-001480 ↗ filed Apr 14, 2026

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 Q1 2025 Q2 2025: $404.6M Q2 2025 Q3 2025: $445.1M Q3 2025 Q4 2025: $462.9M Q4 2025 Q1 2026: $460.8M $460.8M Q1 2026 Q2 2026: $504.7M Q2 2026

Holdings 101 stocks · $460.8M
NVDA Nvidia Corp. 29.74% 785,808 $137.0M Reduce -1.4%
LLY Eli Lilly & Co. 5.21% 26,104 $24.0M Reduce -0.1%
DFAS Dimensional US Small Cap ETF 4.87% 315,604 $22.4M Reduce -1.0%
DFAI Dimensional International Co. 4.11% 486,608 $19.0M Reduce -1.9%
EQX Equinox Gold Corp. 3.34% 1,063,604 $15.4M Reduce -1.5%
PAAS Pan American Silver Corp. 3.17% 267,444 $14.6M Reduce -0.3%
XOM Exxon Mobil Corp. 2.89% 78,485 $13.3M Add +1.1%
MSFT Microsoft Corp. 2.64% 32,824 $12.2M Reduce -0.1%
RTX RTX Corp. 2.07% 49,476 $9.5M Reduce -0.1%
BWXT BWX Technologies Inc. 2.07% 46,585 $9.5M Reduce -0.2%
V Visa Inc. Class A 1.84% 28,065 $8.5M Reduce -0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.78% 51,270 $8.2M No change
HII Huntington Ingalls Industrie 1.65% 20,040 $7.6M No change
LMT Lockheed Martin Corp. 1.58% 12,067 $7.3M No change
JNJ Johnson & Johnson 1.58% 29,806 $7.3M No change
RRC Range Resources Corp. 1.52% 154,805 $7.0M Add +5.0%
MRSH Marsh & McLennan Cos 1.45% 38,456 $6.7M No change
KO The Coca-Cola Co. 1.35% 82,076 $6.2M Reduce -0.1%
DFUV Dimensional US Marketwide Va 1.34% 127,393 $6.2M No change
SLB SLB Ltd. filed as SLB LIMITED 1.30% 116,345 $6.0M Reduce -0.1%
CSCO Cisco Systems Inc. 1.29% 76,628 $5.9M Reduce -0.1%
HD Home Depot Inc. 1.19% 16,696 $5.5M Add +0.0%
DFAE Dimensional Emerging Core Eq 1.14% 154,811 $5.2M Reduce -3.7%
DFAW Dimensional World Eqty ETF 1.10% 68,442 $5.0M Add +1.4%
HAL Halliburton Co. 0.99% 117,032 $4.6M Add +0.1%
TXN Texas Instruments Inc. 0.98% 23,325 $4.5M No change
PEP Pepsico Inc. 0.86% 25,610 $4.0M Reduce -0.1%
UPS United Parcel Service Class B 0.86% 40,311 $4.0M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.70% 4,980 $3.2M Reduce -0.5%
CCI Crown Castle Inc. 0.70% 39,608 $3.2M Add +0.2%
IWR iShares Russell Mid-Cap ETF 0.65% 30,916 $3.0M No change
DFAR Dimensional US Real Est ETF 0.61% 118,964 $2.8M Reduce -3.0%
AAPL Apple Inc. 0.57% 10,440 $2.6M Reduce -4.4%
CI The Cigna Group 0.55% 9,528 $2.5M Reduce -0.0%
CSIO C&S Infra Opp Active ETF 0.54% 89,052 $2.5M New
IVV iShares Core S&P 500 ETF 0.53% 3,765 $2.5M No change
DFLV Dim US Large Cap Value ETF 0.51% 65,798 $2.3M Reduce -5.7%
VFMO Vanguard US Momentum Factor 0.51% 11,918 $2.3M New
DFIV Dimensional International Va 0.50% 43,939 $2.3M Reduce -5.3%
BALL Ball Corp. 0.50% 38,882 $2.3M Reduce -2.5%
AFL Aflac Inc. 0.49% 20,770 $2.3M No change
FISV Fiserv Inc. 0.48% 39,469 $2.2M Reduce -10.4%
IWP iShares Russell Mid-Cap Grow 0.47% 16,911 $2.2M No change
IWM iShares Russell 2000 ETF 0.43% 8,051 $2.0M Reduce -0.2%
EFA iShares MSCI Eafe ETF 0.33% 15,562 $1.5M No change
DFSV Dimensional US Small Cap Val 0.32% 42,063 $1.5M Add +28.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.26% 5,496 $1.2M No change
COST Costco Wholesale Corp. 0.25% 1,150 $1.1M No change
WMT Walmart Inc. 0.24% 9,060 $1.1M No change
EFX Equifax Inc. 0.24% 6,153 $1.1M No change
VAW Vanguard Materials ETF 0.24% 4,853 $1.1M No change
UNP Union Pacific Corp. 0.24% 4,486 $1.1M No change
GOOGL Alphabet Inc. Class A 0.22% 3,533 $1.0M No change
HON Honeywell International Inc. 0.22% 4,447 $1.0M No change
MRK Merck & Co. Inc. 0.21% 7,961 $958K Add +0.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.20% 7,911 $938K No change
DFUS Dimensional US Eq MKT ETF 0.20% 12,971 $920K Add +23.9%
SCHB Schwab US Broad Market ETF 0.17% 31,570 $792K Add +1.3%
DFCF Dimensional Core Fixed Inc. 0.17% 18,500 $781K Reduce -12.0%
SCHD Schwab US DVD Equity ETF 0.16% 24,710 $758K Reduce -5.5%
LOW Lowe's Cos Inc. 0.16% 3,139 $742K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.15% 24,965 $695K Reduce -1.8%
IWF iShares Russell 1000 Growth 0.15% 1,580 $674K No change
PG The Procter & Gamble Co. 0.15% 4,664 $674K No change
LHX L3HARRIS Technologies Inc. 0.15% 1,940 $670K No change
PLTR Palantir Technologies Inc. Class A 0.13% 4,198 $614K No change
SO The Southern Co. 0.13% 6,337 $612K Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 2,475 $600K No change
GOOG Alphabet Inc. Class C 0.13% 2,052 $589K Reduce -10.5%
JPM JPMorgan Chase & Co. 0.12% 1,945 $572K No change
XLE SS Energy Select Sector 0.12% 8,850 $542K Reduce -0.3%
CPRT Copart Inc. 0.12% 16,000 $531K No change
AMAT Applied Materials Inc. 0.12% 1,550 $530K No change
AMGN Amgen Inc. 0.11% 1,440 $507K No change
DFAU Dimensional US Core Equity M 0.10% 10,606 $479K Add +1.6%
ABBV Abbvie Inc. 0.10% 2,133 $464K No change
BRK.B Berkshire Hathaway Inc. Class B 0.09% 862 $413K No change
IWN iShares Russell 2000 Value E 0.08% 2,062 $391K Reduce -1.2%
CLAR Clarus Corp. 0.08% 139,360 $379K Add +0.0%
IWS iShares Russell Mid-Cap Valu 0.08% 2,540 $370K No change
SCHX Schwab US Large-Cap ETF 0.08% 14,287 $366K Add +0.0%
TRV The Travelers Cos Inc. 0.08% 1,200 $350K No change
CMCSA Comcast Corp. Class A 0.07% 12,000 $345K No change
MPC Marathon Petroleum Corp. 0.07% 1,400 $342K No change
SCHF Schwab Intl Equity ETF 0.07% 13,549 $335K Reduce -8.5%
T AT&T Inc. 0.07% 11,302 $328K No change
PFE Pfizer Inc. 0.07% 10,910 $306K No change
LRCX Lam Research Corp. 0.06% 1,400 $299K Reduce -6.7%
DFSD Dimensional Short Duration 0.06% 6,155 $295K Add +16.1%
IWB iShares Russell 1000 ETF 0.06% 793 $283K No change
SCHA Schwab US Small-Cap ETF 0.06% 9,687 $282K Reduce -8.2%
BA The Boeing Co. 0.06% 1,345 $268K Reduce -1.5%
WFC Wells Fargo & Co. 0.06% 3,250 $259K No change
NKE Nike Inc. Class B 0.05% 4,500 $238K No change
IMO Imperial Oil Ltd. 0.05% 1,760 $230K New
IWD iShares Russell 1000 Value E 0.05% 1,055 $225K No change
SSB Southstate Bank Corp. 0.05% 2,422 $224K No change
AEM Agnico Eagle Mines Ltd. 0.05% 1,087 $221K New
AMZN Amazon.com Inc. 0.05% 1,044 $217K Reduce -24.8%
XLK SS Technology Select Sector 0.04% 1,550 $206K No change

Show all 101 holdings

Options reported separately and not counted above: SPY calls ($130K).

Portfolio Sells Q4 2025 → Q1 2026
NVDA Nvidia Corp. Reduce -1.4% 29.74% −2.35
LLY Eli Lilly & Co. Reduce -0.1% 5.21% −0.85
MSFT Microsoft Corp. Reduce -0.1% 2.64% −0.79
V Visa Inc. Class A Reduce -0.1% 1.84% −0.29
CVX Chevron Corp. Sold out 0.00% −0.17
FISV Fiserv Inc. Reduce -10.4% 0.48% −0.16
AAPL Apple Inc. Reduce -4.4% 0.57% −0.07
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.05
ABT Abbott Laboratories Sold out 0.00% −0.05
IVW iShares S&P 500 Growth ETF Sold out 0.00% −0.05
MA Mastercard Inc. Class A Sold out 0.00% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 0.70% −0.03
GOOG Alphabet Inc. Class C Reduce -10.5% 0.13% −0.03
DFCF Dimensional Core Fixed Inc. Reduce -12.0% 0.17% −0.02
AMZN Amazon.com Inc. Reduce -24.8% 0.05% −0.02
CI The Cigna Group Reduce -0.0% 0.55% −0.02
UPS United Parcel Service Class B Reduce -0.5% 0.86% −0.01
BA The Boeing Co. Reduce -1.5% 0.06% −0.01
DFLV Dim US Large Cap Value ETF Reduce -5.7% 0.51% −0.01
SCHF Schwab Intl Equity ETF Reduce -8.5% 0.07% −0.00
SCHA Schwab US Small-Cap ETF Reduce -8.2% 0.06% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -1.8% 0.15% +0.00
DFIV Dimensional International Va Reduce -5.3% 0.50% +0.00
IWN iShares Russell 2000 Value E Reduce -1.2% 0.08% +0.00
DFAR Dimensional US Real Est ETF Reduce -3.0% 0.61% +0.00
IWM iShares Russell 2000 ETF Reduce -0.2% 0.43% +0.00
DFAE Dimensional Emerging Core Eq Reduce -3.7% 1.14% +0.01
LRCX Lam Research Corp. Reduce -6.7% 0.06% +0.01
SCHD Schwab US DVD Equity ETF Reduce -5.5% 0.16% +0.01
SO The Southern Co. Reduce -0.8% 0.13% +0.01
CSCO Cisco Systems Inc. Reduce -0.1% 1.29% +0.01
DFAI Dimensional International Co. Reduce -1.9% 4.11% +0.03
XLE SS Energy Select Sector Reduce -0.3% 0.12% +0.03
BALL Ball Corp. Reduce -2.5% 0.50% +0.04
EQX Equinox Gold Corp. Reduce -1.5% 3.34% +0.06
PEP Pepsico Inc. Reduce -0.1% 0.86% +0.07
DFAS Dimensional US Small Cap ETF Reduce -1.0% 4.87% +0.07
RTX RTX Corp. Reduce -0.1% 2.07% +0.11
KO The Coca-Cola Co. Reduce -0.1% 1.35% +0.11
PAAS Pan American Silver Corp. Reduce -0.3% 3.17% +0.17
BWXT BWX Technologies Inc. Reduce -0.2% 2.07% +0.33
SLB SLB Ltd. Reduce -0.1% 1.30% +0.33

Portfolio Buys Q4 2025 → Q1 2026
XOM Exxon Mobil Corp. Add +1.1% 2.89% +0.87
CSIO C&S Infra Opp Active ETF New 0.54% +0.54
VFMO Vanguard US Momentum Factor New 0.51% +0.51
RRC Range Resources Corp. Add +5.0% 1.52% +0.40
HAL Halliburton Co. Add +0.1% 0.99% +0.28
DFSV Dimensional US Small Cap Val Add +28.2% 0.32% +0.09
IMO Imperial Oil Ltd. New 0.05% +0.05
AEM Agnico Eagle Mines Ltd. New 0.05% +0.05
INTC Intel Corp. New 0.04% +0.04
DFUS Dimensional US Eq MKT ETF Add +23.9% 0.20% +0.03
MRK Merck & Co. Inc. Add +0.1% 0.21% +0.03
DFAW Dimensional World Eqty ETF Add +1.4% 1.10% +0.02
DFSD Dimensional Short Duration Add +16.1% 0.06% +0.01
DFAU Dimensional US Core Equity M Add +1.6% 0.10% −0.00
SCHX Schwab US Large-Cap ETF Add +0.0% 0.08% −0.00
SCHB Schwab US Broad Market ETF Add +1.3% 0.17% −0.00
CLAR Clarus Corp. Add +0.0% 0.08% −0.02
HD Home Depot Inc. Add +0.0% 1.19% −0.05
CCI Crown Castle Inc. Add +0.2% 0.70% −0.06

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