BUILDER INVESTMENT GROUP INC /ADV UNP — UNION PAC CORP

Ownership history in BUILDER INVESTMENT GROUP INC /ADV  ·  15 quarters on record

AI Ownership Summary

BUILDER INVESTMENT GROUP INC /ADV reported UNION PAC CORP (UNP) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows UNP at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUILDER INVESTMENT GROUP INC /ADV's position in UNION PAC CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UNP was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNP stock page BUILDER INVESTMENT GROUP INC /ADV fund profile BUILDER INVESTMENT GROUP INC /ADV full holdings
How BUILDER INVESTMENT GROUP INC /ADV held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,486 — 0% 0.24% $1.2M 2026-07-17 $301.75
2026 Q1 UNCHANGED — — — 4,486 — 0% 0.24% $1.1M 2026-04-14 $250.74
2025 Q4 UNCHANGED — — — 4,486 — 0% 0.22% $1.0M 2026-01-28 $225.36
2025 Q3 UNCHANGED — — — 4,486 — 0% 0.24% $1.1M 2025-10-14 $223.42
2025 Q2 UNCHANGED — — — 4,486 — 0% 0.26% $1.0M 2025-07-16 $226.05
2025 Q1 UNCHANGED — — — 4,486 — 0% 0.30% $1.1M 2025-04-21 $209.98
2024 Q4 UNCHANGED — — — 4,486 — 0% 0.28% $1.0M 2025-01-14 $221.72
2024 Q3 UNCHANGED — — — 4,486 — 0% 0.30% $1.1M 2024-10-21 $230.99
2024 Q2 UNCHANGED — — — 4,486 — 0% 0.28% $1.0M 2024-07-31 $235.86
2024 Q1 UNCHANGED — — — 4,486 — 0% 0.32% $1.1M 2024-05-13 $233.53
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNP

As of 2026 Q2 — sorted by position size

HILLMAN CO 3Y 7Y 9.79% Harrison Street Private Wealth LLC 7.99% Horrell Capital Management, Inc. 3Y 7Y 7.22% Axiom Investment Management LLC 3Y 6.87% Skylands Capital, LLC 3Y 7Y 6.85% SCHARF INVESTMENTS, LLC 3Y 7Y 4.87% Guilbault Capital LLC 4.82% JTC Employer Solutions Trustee Ltd 3Y 4.53% Maj Invest Holding A/S 3Y 7Y 4.32% MCDONALD CAPITAL INVESTORS INC/CA 3Y 7Y 4.17%

FAQ About BUILDER INVESTMENT GROUP INC /ADV and UNP

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUILDER INVESTMENT GROUP INC /ADV reported owning UNP?

BUILDER INVESTMENT GROUP INC /ADV reported UNP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UNP position in BUILDER INVESTMENT GROUP INC /ADV's portfolio?

The largest reported portfolio weight for UNP was 0.32% in 2024 Q1.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2026 Q2, when BUILDER INVESTMENT GROUP INC /ADV reported 4,486 shares, equal to 0.24% of portfolio, with an estimated market value of $1.2M.

What does the chart on this UNP ownership page compare?

The chart compares BUILDER INVESTMENT GROUP INC /ADV's quarterly UNP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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