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Portfolio (Quarterly) Guide ↗

Biltmore Family Office, LLC

· CIK 0001731123
13F Portfolio $724M AUM 331 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 51 New 121 Added 36 Reduced 8 Exited
Page 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 18,443.0 $4.3M 0.59% +2K +14.4% $230.82 +5.9%
22 LLY ELI LILLY & CO Healthcare 3,935.0 $4.2M 0.58% +673.0 +20.6% $1074.68 +2.2%
23 IVV ISHARES TR 5,539.0 $3.8M 0.52% +434.0 +8.5% $684.94 +9.5%
24 PEP PEPSICO INC Consumer Defensive 26,088.0 $3.8M 0.52% +611.0 +2.4% $144.93 -2.0%
25 PG PROCTER AND GAMBLE CO Consumer Defensive 26,120.0 $3.7M 0.52% +539.0 +2.1% $143.31 +4.9%
26 IWF ISHARES TR 7,821.0 $3.7M 0.51% +489.0 +6.7% $473.30 -74.0%
27 IJR ISHARES TR 30,781.0 $3.7M 0.51% +223.0 +0.7% $120.18 +19.2%
28 DELL DELL TECHNOLOGIES INC Technology 27,895.0 $3.5M 0.48% +995.0 +3.7% $125.88 +225.7%
29 CAT CATERPILLAR INC Industrials 6,011.0 $3.4M 0.47% +36.0 +0.6% $572.87 +72.1%
30 PNC PNC FINL SVCS GROUP INC Financial Services 16,458.0 $3.4M 0.47% +216.0 +1.3% $208.73 +11.2%
31 XOM EXXON MOBIL CORP Energy 26,050.0 $3.1M 0.43% +155.0 +0.6% $120.34 +14.5%
32 ORCL ORACLE CORP Technology 15,827.0 $3.1M 0.43% +548.0 +3.6% $194.91 -5.4%
33 AVGO BROADCOM INC Technology 8,768.0 $3.0M 0.42% +569.0 +6.9% $346.10 +18.9%
34 TJX TJX COS INC NEW Consumer Cyclical 18,874.0 $2.9M 0.40% +1K +6.8% $153.61 +6.6%
35 IEFA ISHARES TR 31,568.0 $2.8M 0.39% +3K +10.8% $89.46 +8.8%
36 EMR EMERSON ELEC CO Industrials 18,701.0 $2.5M 0.34% +779.0 +4.3% $132.72 +13.5%
37 IJH ISHARES TR 35,944.0 $2.4M 0.33% +2K +6.2% $66.00 +14.8%
38 WMT WALMART INC Consumer Defensive 20,857.0 $2.3M 0.32% +2K +7.9% $111.64 +5.0%
39 PH PARKER-HANNIFIN CORP Industrials 2,596.0 $2.3M 0.32% +398.0 +18.1% $878.96 +8.5%
40 UNP UNION PAC CORP Industrials 9,789.0 $2.3M 0.31% +336.0 +3.5% $231.32 +11.0%
Page 2 of 7  ·  121 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 46.3%
Financial Services 27.6%
Healthcare 6.6%
Industrials 5.9%
Communication Services 5.1%
Consumer Defensive 3.0%
Consumer Cyclical 2.9%
Utilities 1.2%
Energy 1.2%
Real Estate 0.2%