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Portfolio (Quarterly) Guide ↗

Balentine LLC

· CIK 0001586678
13F Portfolio $2.6B AUM 224 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 68 Added 68 Reduced 19 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BSV VANGUARD BD INDEX FDS 3,868.0 $305K 0.01% +102.0 +2.7% $78.80 -1.2%
62 EWJ ISHARES INC 3,617.0 $292K 0.01% +152.0 +4.4% $80.74 +13.2%
63 UNP UNION PAC CORP Industrials 1,205.0 $279K 0.01% +184.0 +18.0% $231.32 +14.9%
64 XLK SELECT SECTOR SPDR TR 1,818.0 $262K 0.01% +909.0 +100.0% $143.97 +24.1%
65 COST COSTCO WHSL CORP NEW Consumer Defensive 276.0 $238K 0.01% +18.0 +7.0% $862.34 +21.8%
66 BAC BANK AMERICA CORP Financial Services 1,268.0 $70K 0.00% +32.0 +2.6% $55.00 -6.4%
67 XLY SELECT SECTOR SPDR TR 416.0 $50K 0.00% +208.0 +100.0% $119.41 -0.6%
68 EFA ISHARES TR 441.0 $42K 0.00% +30.0 +7.3% $96.03 +8.5%
Page 4 of 4  ·  68 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
Technology 29.7%
Industrials 26.3%
Financial Services 11.0%
Consumer Cyclical 9.0%
Healthcare 8.2%
Consumer Defensive 5.0%
Communication Services 4.8%
Energy 4.4%
Basic Materials 0.7%
Utilities 0.7%