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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 10 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DOCT FIRST TR EXCHNG TRADED FD VI 3,875.0 $172K 0.01% $44.29 +4.5%
182 KBDC KAYNE ANDERSON BDC INC Financial Services 11,922.0 $171K 0.01% $14.32 +2.3%
183 KBE SPDR SERIES TRUST 2,640.0 $160K 0.01% $60.69 +4.6%
184 PRF INVESCO EXCHANGE TRADED FD T 3,186.0 $149K 0.01% $46.92 +12.6%
185 OEF ISHARES TR 382.0 $131K 0.01% $342.97 +8.0%
186 ESGU ISHARES TR 871.0 $130K 0.01% $148.98 +8.7%
187 IWM ISHARES TR 501.0 $123K 0.01% $246.16 +14.8%
188 SPDR INDEX SHS FDS 860.0 $119K 0.01% $138.77
189 IVW ISHARES TR 874.0 $108K 0.00% $123.26 +10.8%
190 IHF ISHARES TR 1,940.0 $93K 0.00% $47.94 +4.7%
191 SCHF SCHWAB STRATEGIC TR 3,778.0 $91K 0.00% $24.04 +13.8%
192 IWN ISHARES TR 480.0 $87K 0.00% -39.0 -7.5% $181.21 +15.8%
193 RSPT INVESCO EXCHANGE TRADED FD T 1,870.0 $85K 0.00% $45.51 +30.4%
194 VNQ VANGUARD INDEX FDS 927.0 $82K 0.00% -4K -81.4% $88.49 +9.2%
195 IAI ISHARES TR 443.0 $79K 0.00% $179.37 +0.2%
196 VOT VANGUARD INDEX FDS 253.0 $71K 0.00% $279.14 +3.5%
197 BAC BANK AMERICA CORP Financial Services 1,268.0 $70K 0.00% +32.0 +2.6% $55.00 -6.4%
198 SCHX SCHWAB STRATEGIC TR 2,349.0 $63K 0.00% $26.91 +8.5%
199 XLY SELECT SECTOR SPDR TR 416.0 $50K 0.00% +208.0 +100.0% $119.41 -0.6%
200 EFA ISHARES TR 441.0 $42K 0.00% +30.0 +7.3% $96.03 +8.5%
Page 10 of 12  ·  224 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%