Builder Investment Group

Builder Investment Group as of March 31, 2026

Portfolio Holdings for Builder Investment Group

Builder Investment Group holds 101 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 29.7 $137M 786k 174.40
Eli Lilly & Co. (LLY) 5.2 $24M 26k 919.77
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.9 $22M 316k 71.13
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.1 $19M 487k 38.96
Equinox Gold Corp equities (EQX) 3.3 $15M 1.1M 14.46
Pan American Silver Corp Can (PAAS) 3.2 $15M 267k 54.63
Exxon Mobil Corporation (XOM) 2.9 $13M 79k 169.66
Microsoft Corporation (MSFT) 2.6 $12M 33k 370.17
Raytheon Technologies Corp (RTX) 2.1 $9.5M 50k 192.90
Bwx Technologies (BWXT) 2.1 $9.5M 47k 204.49
Visa Com Cl A (V) 1.8 $8.5M 28k 302.24
TJX Companies (TJX) 1.8 $8.2M 51k 159.70
Huntington Ingalls Inds (HII) 1.7 $7.6M 20k 379.90
Lockheed Martin Corporation (LMT) 1.6 $7.3M 12k 604.39
Johnson & Johnson (JNJ) 1.6 $7.3M 30k 244.44
Range Resources (RRC) 1.5 $7.0M 155k 45.18
Marsh & McLennan Companies (MRSH) 1.4 $6.7M 39k 173.45
Coca-Cola Company (KO) 1.4 $6.2M 82k 76.05
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.3 $6.2M 127k 48.46
SLB Com Stk (SLB) 1.3 $6.0M 116k 51.39
Cisco Systems (CSCO) 1.3 $5.9M 77k 77.59
Home Depot (HD) 1.2 $5.5M 17k 328.91
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $5.2M 155k 33.86
Dimensional Etf Trust World Equity Etf (DFAW) 1.1 $5.0M 68k 73.78
Halliburton Company (HAL) 1.0 $4.6M 117k 38.99
Texas Instruments Incorporated (TXN) 1.0 $4.5M 23k 194.14
Pepsi (PEP) 0.9 $4.0M 26k 155.29
United Parcel Svcs CL B (UPS) 0.9 $4.0M 40k 98.38
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $3.4M 5.2k 650.34
Crown Castle Intl (CCI) 0.7 $3.2M 40k 81.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $3.0M 31k 97.23
Dimensional Etf Trust Us Real Estate E (DFAR) 0.6 $2.8M 119k 23.65
Apple (AAPL) 0.6 $2.6M 10k 253.81
Cigna Corp (CI) 0.6 $2.5M 9.5k 266.75
Cohen & Steers Etf Trust Infrastructure (CSIO) 0.5 $2.5M 89k 27.74
Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.5M 3.8k 653.28
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.5 $2.3M 66k 35.71
Vanguard Wellington Us Momentum (VFMO) 0.5 $2.3M 12k 197.10
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $2.3M 44k 52.78
Ball Corporation (BALL) 0.5 $2.3M 39k 59.11
AFLAC Incorporated (AFL) 0.5 $2.3M 21k 109.71
Fiserv (FISV) 0.5 $2.2M 40k 55.80
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $2.2M 17k 128.13
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.0M 8.1k 248.00
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.5M 16k 97.13
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $1.5M 42k 35.04
Arthur J. Gallagher & Co. (AJG) 0.3 $1.2M 5.5k 216.58
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.2k 996.43
Wal-Mart Stores (WMT) 0.2 $1.1M 9.1k 124.29
Equifax (EFX) 0.2 $1.1M 6.2k 180.07
Vanguard World Materials Etf (VAW) 0.2 $1.1M 4.9k 225.34
Union Pacific Corporation (UNP) 0.2 $1.1M 4.5k 242.62
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.0M 3.5k 287.56
Honeywell International (HON) 0.2 $1.0M 4.4k 226.03
Merck & Co (MRK) 0.2 $958k 8.0k 120.29
Bank of New York Mellon Corporation (BK) 0.2 $939k 7.9k 118.63
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $920k 13k 70.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $792k 32k 25.10
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $781k 19k 42.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $758k 25k 30.68
Lowe's Companies (LOW) 0.2 $742k 3.1k 236.28
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $695k 25k 27.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $674k 1.6k 426.40
Procter & Gamble Company (PG) 0.1 $674k 4.7k 144.44
L3harris Technologies (LHX) 0.1 $670k 1.9k 345.15
Palantir Technologies Cl A (PLTR) 0.1 $614k 4.2k 146.28
Southern Company (SO) 0.1 $612k 6.3k 96.52
International Business Machines (IBM) 0.1 $600k 2.5k 242.39
Alphabet Cap Stk Cl C (GOOG) 0.1 $589k 2.1k 286.86
JPMorgan Chase & Co. (JPM) 0.1 $572k 1.9k 294.16
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $542k 8.9k 61.26
Copart (CPRT) 0.1 $531k 16k 33.20
Applied Materials (AMAT) 0.1 $530k 1.6k 341.79
Amgen (AMGN) 0.1 $507k 1.4k 351.85
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $479k 11k 45.12
Abbvie (ABBV) 0.1 $464k 2.1k 217.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $413k 862.00 479.20
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $391k 2.1k 189.59
Clarus Corp (CLAR) 0.1 $379k 139k 2.72
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $370k 2.5k 145.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $366k 14k 25.64
Travelers Companies (TRV) 0.1 $350k 1.2k 291.68
Comcast Corp Cl A (CMCSA) 0.1 $345k 12k 28.71
Marathon Petroleum Corp (MPC) 0.1 $342k 1.4k 244.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $335k 14k 24.75
At&t (T) 0.1 $328k 11k 28.99
Pfizer (PFE) 0.1 $306k 11k 28.08
Lam Research Corp Com New (LRCX) 0.1 $299k 1.4k 213.66
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $295k 6.2k 47.89
Ishares Tr Rus 1000 Etf (IWB) 0.1 $283k 793.00 356.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $282k 9.7k 29.08
Boeing Company (BA) 0.1 $268k 1.3k 199.03
Wells Fargo & Company (WFC) 0.1 $259k 3.3k 79.61
Nike CL B (NKE) 0.1 $238k 4.5k 52.82
Imperial Oil Com New (IMO) 0.0 $230k 1.8k 130.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $225k 1.1k 213.67
Southstate Bk Corp (SSB) 0.0 $224k 2.4k 92.53
Agnico (AEM) 0.0 $221k 1.1k 202.98
Amazon (AMZN) 0.0 $217k 1.0k 208.27
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $206k 1.6k 132.90
Intel Corporation (INTC) 0.0 $203k 4.6k 44.13