DALE R HAJOST

Builder Investment Group Inc Adv

Assets Managed

$504.711M

Holdings

107

Last Quarter

2026 - Q2

Filed Date

6d ago

Growth Rate

9.5%(2Q avg: 4.53%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Builder Investment Group Inc Adv's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 107 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 504.711M in assets, with a quarterly growth rate of 9.5% and a 2-quarter average growth rate of 4.53%. The portfolio is managed by DALE R HAJOST, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -0.55%	30.98%	$156.356M 781,428 shares@ $200.1 avg price	Decreased -0.55%
LLY Eli Lilly & Co Recent Activity	6.21%	$31.31M 26,104 shares@ $1199.44 avg price
DFAS Dimensional Us Small Cap Etf Recent Activity Increased 2.92%	5.3%	$26.745M 324,817 shares@ $82.34 avg price	Increased 2.92%
DFAI Dimensional International Co Recent Activity Increased 4.16%	4.15%	$20.907M 506,835 shares@ $41.26 avg price	Increased 4.16%
MSFT Microsoft Corp Recent Activity Increased 0.83%	2.45%	$12.345M 33,095 shares@ $373.03 avg price	Increased 0.83%
PAAS Pan American Silver Corp Recent Activity	2.38%	$11.979M 267,444 shares@ $44.8 avg price
XOM Exxon Mobil Corp Recent Activity Decreased -0.12%	2.13%	$10.717M 78,386 shares@ $136.73 avg price	Decreased -0.12%
EQX Equinox Gold Corp Recent Activity Increased 0.95%	2.07%	$10.435M 1.074M shares@ $9.73 avg price	Increased 0.95%
V Visa Inc-class A Shares Recent Activity	1.91%	$9.629M 28,065 shares@ $343.1 avg price
RTX Rtx Corp Recent Activity Increased 0.01%	1.86%	$9.387M 49,477 shares@ $189.74 avg price	Increased 0.01%

1-10 of 107