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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 3 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 10,309.0 $3.0M 0.11% NEW $293.74 -73.6%
42 VT VANGUARD INTL EQUITY INDEX F 19,894.0 $2.7M 0.10% NEW $137.80 +12.6%
43 AMZN AMAZON COM INC Consumer Cyclical 12,460.0 $2.7M 0.10% NEW $219.57 +22.3%
44 HD HOME DEPOT INC Consumer Cyclical 6,690.0 $2.7M 0.10% NEW $405.22 -22.6%
45 IJR ISHARES TR 22,301.0 $2.7M 0.10% NEW $118.83 +14.7%
46 IWF ISHARES TR 5,619.0 $2.6M 0.10% NEW $468.41 -73.4%
47 QQQ INVESCO QQQ TR Financial Services 4,298.0 $2.6M 0.10% NEW $600.37 +19.0%
48 QQQM INVESCO EXCH TRADED FD TR II 10,389.0 $2.6M 0.10% NEW $247.12 +19.1%
49 ACWV ISHARES INC 21,066.0 $2.5M 0.09% NEW $119.92 +1.8%
50 VONG VANGUARD SCOTTSDALE FDS 20,661.0 $2.5M 0.09% NEW $120.50 +6.5%
51 NOBL PROSHARES TR 23,817.0 $2.5M 0.09% NEW $103.07 +4.1%
52 IDV ISHARES TR 61,783.0 $2.3M 0.08% NEW $36.55 +24.1%
53 SCHD SCHWAB STRATEGIC TR 81,459.0 $2.2M 0.08% NEW $27.30 +18.1%
54 META META PLATFORMS INC Communication Services 2,829.0 $2.1M 0.08% NEW $734.38 -17.3%
55 ITOT ISHARES TR 13,198.0 $1.9M 0.07% NEW $145.65 +11.3%
56 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,978.0 $1.8M 0.07% NEW $933.64 -56.9%
57 RSP INVESCO EXCHANGE TRADED FD T 9,076.0 $1.7M 0.06% NEW $189.70 +7.9%
58 SHV ISHARES TR 15,026.0 $1.7M 0.06% NEW $110.49 -0.2%
59 AVGO BROADCOM INC Technology 4,981.0 $1.6M 0.06% NEW $329.91 +25.7%
60 PM PHILIP MORRIS INTL INC Consumer Defensive 9,880.0 $1.6M 0.06% NEW $162.20 +16.3%
Page 3 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%