Builder Investment Group Inc. Portfolio Shifts in Q3 2026

Builder Investment Group Inc. has recently updated its portfolio holdings for the quarter ending September 30, 2026, reflecting strategic adjustments across various sectors. The investment firm, known for its focus on disciplined value investing, appears to have focused on diversifying its holdings and capitalizing on specific market opportunities during this period.

Among the most significant actions taken this quarter, Builder Investment Group Inc. notably increased its stake in Dimensional DFAI ETF Trust (DFAI). The firm added 8,550 shares, representing a 1.69% increase in its position, boosting its portfolio allocation to 4.33%. This ETF investment aligns with a continued interest in exchange-traded funds, which were also highlighted by other substantial purchases.

Furthermore, Builder Investment Group Inc. made a substantial purchase of IShares TR (IBDS) shares, adding 8,550 shares that increased the position by 100% and raised its allocation to 0.04%. This represents a significant new investment in this specific ETF product. The firm also bolstered its position in Equinox Gold Corp. (EQX) by acquiring additional shares, increasing its allocation to 2.43%.

In the gold sector, Builder Investment Group Inc. showed particular interest, as evidenced by its purchase of Northern Lights FD TR (DUKZ). The firm added 3,241 shares, increasing its stake by 8.05% to a 0.22% allocation. This follows a previous purchase of Equinox Gold Corp. (EQX) shares, indicating a potential focus on precious metals assets.

Conversely, the investment firm reduced its position in NVIDIA Corporation (NVDA) during the quarter. Builder Investment Group Inc. sold 2,730 shares, resulting in a 0.35% decrease in allocation, bringing its stake down to 36.09%. This reduction in the tech giant's stock suggests a strategic rebalancing or profit-taking decision.

Other notable purchases included Dimensional DFAW ETF Trust (DFAW), where Builder Investment Group Inc. added 2,982 shares, increasing the allocation by 4.46% to 1.17%. The firm also increased its holdings in Cohen & Steers ETF Trust (CSIO) by 1.85%, though the absolute change was negative (-1,843 shares), and made a smaller addition to its holdings of Ball Corporation (BALL).

Overall, Builder Investment Group Inc.'s portfolio saw a net increase in holdings, with 50 positions changed during the quarter. The firm maintained a significant allocation to Technology stocks, particularly NVIDIA, while diversifying into ETFs and the gold sector. For more detailed information on Builder Investment Group Inc.'s investment strategy and performance, please visit their profile. You can explore specific holdings like DFAI, NVDA, and EQX for further analysis.