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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 12 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NANR SPDR INDEX SHS FDS 29.0 $2K $67.83 +21.3%
222 VGSH VANGUARD SCOTTSDALE FDS 17.0 $1K $58.82 -1.0%
223 ICLN ISHARES TR 44.0 $723.0 $16.43 +35.0%
224 SHY ISHARES TR 1.0 $83.0 -795.0 -99.9% $83.00 -1.0%
Page 12 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%