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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 11 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IHI ISHARES TR 654.0 $41K 0.00% $62.15 -18.7%
202 BIL SPDR SERIES TRUST 335.0 $31K 0.00% $91.38 +0.2%
203 ISHARES TR 1,124.0 $25K 0.00% $22.47
204 ISHARES TR 1,098.0 $25K 0.00% $22.88
205 XLC SELECT SECTOR SPDR TR 200.0 $24K 0.00% $117.72 -1.4%
206 IFRA ISHARES TR 409.0 $22K 0.00% $52.62 +15.0%
207 SUB ISHARES TR 144.0 $15K 0.00% $106.70 -0.5%
208 J P MORGAN EXCHANGE TRADED F 301.0 $15K 0.00% -6K -95.6% $50.59
209 AFLG FIRST TR EXCHNG TRADED FD VI 382.0 $15K 0.00% $39.05 +10.8%
210 XLV SELECT SECTOR SPDR TR 63.0 $10K -234.0 -78.8% $154.79 -4.3%
211 IJJ ISHARES TR 73.0 $10K $131.59 +6.3%
212 KXI ISHARES TR 117.0 $8K $64.65 +6.9%
213 EMXC ISHARES INC 103.0 $7K $72.68 +31.5%
214 IEF ISHARES TR 65.0 $6K -240.0 -78.7% $96.15 -2.4%
215 XT ISHARES TR 74.0 $5K $69.74 +14.9%
216 JGRO J P MORGAN EXCHANGE TRADED F 52.0 $5K -262.0 -83.4% $92.81 +4.5%
217 LENNAR CORP 45.0 $4K $95.11
218 GOVT ISHARES TR 169.0 $4K -12K -98.6% $23.02 -1.7%
219 IMTM ISHARES TR 69.0 $3K -322.0 -82.3% $47.97 +10.0%
220 VSS VANGUARD INTL EQUITY INDEX F 18.0 $3K $143.33 +10.7%
Page 11 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%