BUILDER INVESTMENT GROUP INC /ADV

RIA/Wealth

BUILDER INVESTMENT GROUP INC /ADV is a RIA/Wealth based in Atlanta, GA led by Dale Robert Hajost, reporting $837.8M in AUM as of Q3 2025 with 43% Technology concentration, 63% concentrated in top 10 holdings, 35% allocation to NVDA, and 43% technology allocation.

PresidentDale Robert Hajost

Portfolio Value: $445.1M
Positions: 102
Top Holding: NVDA at 34.51%
Last Reported: Q3 2025

Address4401 Northside Pkwy Nw, Suite 520, Atlanta, GA, 30327, United States

Top Holdings

Largest long holdings in BUILDER INVESTMENT GROUP INC /ADV's portfolio (62.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$153.6M	34.51%	-$3.0M Sold	0.00% 823.3K shares	Q4 2022 Held for 2y 11m
2 Dimensional U.S. Small Cap DFAS	ETF ETF	$20.8M	4.68%	+$180.3K Bought	— 304.3K shares	Q4 2022 Held for 2y 11m
3 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$20.4M	4.59%	-$91.6K Sold	0.00% 26.8K shares	Q4 2022 Held for 2y 11m
4 Dimensional International Core Equity Market DFAI	ETF ETF	$17.4M	3.90%	+$240.8K Bought	— 478.0K shares	Q4 2022 Held for 2y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$17.0M	3.82%	-$20.7K Sold	0.00% 32.8K shares	Q4 2022 Held for 2y 11m
6 Equinox Gold EQX	Gold Basic Materials	$12.2M	2.73%	+$89.8K Bought	0.14% 1.1M shares	Q4 2022 Held for 2y 11m
7 Pan American Silver PAAS	Silver Basic Materials	$10.4M	2.34%	—	0.06% 268.9K shares	Q4 2022 Held for 2y 11m
8 Visa V	Financial - Credit Services Financial Services	$9.6M	2.16%	—	0.00% 28.1K shares	Q4 2022 Held for 2y 11m
9 Exxon Mobil XOM	Oil & Gas Integrated Energy	$8.8M	1.97%	+$514.1K Bought	0.00% 77.7K shares	Q4 2022 Held for 2y 11m
10 BWX Technologies BWXT	Aerospace & Defense Industrials	$8.6M	1.94%	—	0.05% 46.8K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BUILDER INVESTMENT GROUP INC /ADV's latest filing

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Market Value

$445.1M

Prior: $404.8M

Q/Q Change

+9.96%

+$40.3M

Net Flows % of MV

-0.21%

Turnover Ratio

1.62%

New Purchases

1 stocks

$218.4K

Added To

26 stocks

+$6.3M

Sold Out Of

3 stocks

$904.3K

Reduced Holdings

26 stocks

-$6.6M

Increased Positions

Position	Shares Δ	Change
1 Technology Select Sector SPDR Fund XLK	New	0 → 775.0 +$218.4K
2 Range Resources RRC	+84.53%	74.1K → 136.8K +$2.4M
3 Nike NKE	+50.0%	3.0K → 4.5K +$104.6K
4 Crown Castle CCI	+21.44%	32.6K → 39.6K +$674.8K
5 TJX Companies TJX	+20.58%	42.4K → 51.1K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 Farmer Bros. Co. FARM	Sold	500.0K → 0 −$685.0K
2 Philip Morris International PM	Sold	1.2K → 0 −$211.3K
3 Americas Gold and Silver USAS	Sold	4.0K → 0 −$8.1K
4 Chevron CVX	-62.28%	21.8K → 8.2K −$2.1M
5 Energy Select Sector SPDR Fund XLE	-53.2%	9.8K → 4.6K −$464.6K