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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 3 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA COLA CO Consumer Defensive 28,060.0 $2.0M 0.27% +2K +6.0% $69.91 +13.6%
42 DUK DUKE ENERGY CORP NEW Utilities 14,472.0 $1.7M 0.23% +3K +25.9% $117.21 +5.7%
43 VO VANGUARD INDEX FDS 5,841.0 $1.7M 0.23% +563.0 +10.7% $290.22 -72.4%
44 MA MASTERCARD INCORPORATED Financial Services 2,962.0 $1.7M 0.23% +118.0 +4.2% $570.88 -14.2%
45 SLV ISHARES SILVER TR Financial Services 26,000.0 $1.7M 0.23% +1K +4.0% $64.42 -7.6%
46 WFC WELLS FARGO CO NEW Financial Services 16,268.0 $1.5M 0.21% +7K +71.7% $93.20 -11.8%
47 VIG VANGUARD SPECIALIZED FUNDS 6,771.0 $1.5M 0.20% +200.0 +3.0% $219.78 +7.0%
48 XLK SELECT SECTOR SPDR TR 10,287.0 $1.5M 0.20% +6K +132.8% $143.97 +33.0%
49 GRID FIRST TR EXCHANGE TRADED FD 9,678.0 $1.5M 0.20% +2K +19.2% $153.02 +27.2%
50 IDRV ISHARES TR 38,361.0 $1.5M 0.20% +3K +8.3% $37.93 +6.5%
51 MCD MCDONALDS CORP Consumer Cyclical 4,673.0 $1.4M 0.20% +389.0 +9.1% $305.63 -8.8%
52 COST COSTCO WHSL CORP NEW Consumer Defensive 1,471.0 $1.3M 0.17% +90.0 +6.5% $862.34 +10.3%
53 CVX CHEVRON CORP NEW Energy 8,276.0 $1.3M 0.17% +1K +19.7% $152.40 +13.9%
54 HON HONEYWELL INTL INC Industrials 6,356.0 $1.2M 0.17% +3K +106.7% $195.09 +17.4%
55 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,988.0 $1.2M 0.16% +407.0 +25.7% $579.88 -19.9%
56 VGK VANGUARD INTL EQUITY INDEX F 13,239.0 $1.1M 0.15% +512.0 +4.0% $83.61 +5.6%
57 YUM YUM BRANDS INC Consumer Cyclical 7,270.0 $1.1M 0.15% +633.0 +9.5% $151.28 +0.5%
58 TSLA TESLA INC Consumer Cyclical 2,400.0 $1.1M 0.15% +135.0 +6.0% $449.72 -10.9%
59 FIP FTAI INFRASTRUCTURE INC Industrials 227,294.0 $1.0M 0.14% +1K +0.6% $4.61 +4.3%
60 AMGN AMGEN INC Healthcare 3,076.0 $1.0M 0.14% +508.0 +19.8% $327.31 +3.1%
Page 3 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%