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DALE R HAJOST

@Builder Investment Group Inc Adv

Latest period2024 - Q4ReportedManaged Assets$368.297MTotal holdings100
Assets growth rate-1.09%Assets growth rate (2-Q avg)0.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Builder Investment Group Inc Adv's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Builder Investment Group Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 368.297M in assets, with a quarterly growth rate of -1.09% and a 2-quarter average growth rate of 0.25%. The portfolio is managed by DALE R HAJOST, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$244,886
1,053 shares@ $232.57 avg price
IBMMIshares Tr
Recent Activity
Exited
0%
$235,109
9,008 shares@ $26.11 avg price
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$228,074
1,400 shares@ $162.91 avg price
SHELShell Plc
Recent Activity
Exited
0%
$201,543
3,056 shares@ $65.95 avg price
IWDIshares Tr
Recent Activity
Exited
0%
$200,239
1,055 shares@ $189.8 avg price
NEWPNew Pac Metals Corp
Recent Activity
Exited
0%
$14,900
10,000 shares@ $1.49 avg price