BUILDER INVESTMENT GROUP INC /ADV

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$492,708
Net value change ($000)
-12,003 (-2.4%)
New positions
2
Sold out positions
6
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 21,483 13.7%
EXXONMOBIL HOLDINGS CORP 12,757 NEW
MSFT 4,624 37.5%
EQX 1,531 14.7%
AAPL 456 15.1%
V 456 4.7%
DFAI 445 2.1%
KO 395 5.9%
JNJ 316 4.2%
PLTR 290 60.3%
Top Reduces (Value $000, Stocks/ETFs)
DFAS -26,745 -100.0%
XOM -10,717 -100.0%
DFAR -3,173 -100.0%
BWXT -2,865 -31.6%
DFSV -2,704 -100.0%
HD -1,138 -19.3%
LLY -1,123 -3.6%
TJX -1,013 -13.0%
CSCO -881 -9.8%
UPS -586 -13.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type