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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 VNQ VANGUARD INDEX FDS 927.0 $82K 0.00% -4K -81.4% $88.49 +9.2%
62 J P MORGAN EXCHANGE TRADED F 301.0 $15K 0.00% -6K -95.6% $50.59
63 XLV SELECT SECTOR SPDR TR 63.0 $10K -234.0 -78.8% $154.79 -4.3%
64 IEF ISHARES TR 65.0 $6K -240.0 -78.7% $96.15 -2.4%
65 JGRO J P MORGAN EXCHANGE TRADED F 52.0 $5K -262.0 -83.4% $92.81 +4.5%
66 GOVT ISHARES TR 169.0 $4K -12K -98.6% $23.02 -1.7%
67 IMTM ISHARES TR 69.0 $3K -322.0 -82.3% $47.97 +10.0%
68 SHY ISHARES TR 1.0 $83.0 -795.0 -99.9% $83.00 -1.0%
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%