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Portfolio (Quarterly) Guide ↗

Balentine LLC

· CIK 0001586678
13F Portfolio $2.7B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 234 New
Page 12 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SKYY FIRST TR EXCHANGE TRADED FD 131.0 $18K 0.00% NEW $134.42 -3.5%
222 IUSV ISHARES TR 163.0 $16K 0.00% NEW $99.95 +9.5%
223 SUB ISHARES TR 144.0 $15K 0.00% NEW $106.78 -0.5%
224 AFLG FIRST TR EXCHNG TRADED FD VI 382.0 $15K 0.00% NEW $38.76 +11.6%
225 IJJ ISHARES TR 73.0 $9K NEW $129.73 +7.8%
226 ACWX ISHARES TR 145.0 $9K NEW $65.01 +15.8%
227 KXI ISHARES TR 117.0 $8K NEW $64.37 +7.3%
228 EMXC ISHARES INC 103.0 $7K NEW $67.51 +41.6%
229 LENNAR CORP 45.0 $5K NEW $120.00
230 XT ISHARES TR 74.0 $5K NEW $71.95 +11.3%
231 VSS VANGUARD INTL EQUITY INDEX F 18.0 $3K NEW $142.56 +11.3%
232 NANR SPDR INDEX SHS FDS 29.0 $2K NEW $64.59 +27.4%
233 VGSH VANGUARD SCOTTSDALE FDS 17.0 $1K NEW $58.94 -1.2%
234 ICLN ISHARES TR 44.0 $681.0 NEW $15.48 +43.3%
Page 12 of 12  ·  234 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 27.9%
Technology 27.2%
Financial Services 12.1%
Consumer Cyclical 8.9%
Healthcare 7.2%
Consumer Defensive 5.9%
Energy 5.2%
Communication Services 4.0%
Utilities 0.9%
Basic Materials 0.4%