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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 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACWV ISHARES INC 16,549.0 $2.0M 0.07% -5K -21.4% $118.75 +2.8%
22 ITOT ISHARES TR 11,325.0 $1.7M 0.06% -2K -14.2% $148.69 +9.1%
23 PM PHILIP MORRIS INTL INC Consumer Defensive 9,795.0 $1.6M 0.06% -85.0 -0.9% $160.40 +17.6%
24 VT VANGUARD INTL EQUITY INDEX F 10,960.0 $1.5M 0.06% -9K -44.9% $141.06 +10.0%
25 JNJ JOHNSON & JOHNSON Healthcare 6,162.0 $1.3M 0.05% -312.0 -4.8% $206.95 +12.0%
26 XOM EXXON MOBIL CORP Energy 10,547.0 $1.3M 0.05% -1K -11.4% $120.34 +29.9%
27 VWO VANGUARD INTL EQUITY INDEX F 22,620.0 $1.2M 0.05% -4K -13.5% $53.76 +9.2%
28 FNDF SCHWAB STRATEGIC TR 26,088.0 $1.2M 0.04% -365.0 -1.4% $45.21 +18.7%
29 CVX CHEVRON CORP NEW Energy 6,945.0 $1.1M 0.04% -186.0 -2.6% $152.41 +25.3%
30 PG PROCTER AND GAMBLE CO Consumer Defensive 7,060.0 $1.0M 0.04% -2K -20.1% $143.31 -0.6%
31 SPDW SPDR INDEX SHS FDS 21,814.0 $969K 0.04% -4K -15.0% $44.41 +13.4%
32 DFIV DIMENSIONAL ETF TRUST 19,315.0 $964K 0.04% -454.0 -2.3% $49.90 +11.8%
33 WMT WALMART INC Consumer Defensive 7,791.0 $868K 0.03% -257.0 -3.2% $111.41 +17.4%
34 EPD ENTERPRISE PRODS PARTNERS L Energy 23,249.0 $745K 0.03% -2K -9.6% $32.06 +23.1%
35 ISHARES TR 25,682.0 $645K 0.02% -350K -93.2% $25.12
36 AMD ADVANCED MICRO DEVICES INC Technology 3,001.0 $643K 0.02% -55.0 -1.8% $214.16 +109.9%
37 JBND J P MORGAN EXCHANGE TRADED F 11,371.0 $615K 0.02% -2K -15.8% $54.07 -1.8%
38 ORCL ORACLE CORP Technology 3,141.0 $612K 0.02% -161.0 -4.9% $194.91 -2.6%
39 MO ALTRIA GROUP INC Consumer Defensive 10,521.0 $607K 0.02% -53.0 -0.5% $57.66 +27.8%
40 V VISA INC Financial Services 1,686.0 $591K 0.02% -37.0 -2.1% $350.71 -5.7%
Page 2 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%