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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 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VGT VANGUARD WORLD FD 1,307.0 $985K 0.14% +507.0 +63.4% $753.53 -84.1%
62 LOW LOWES COS INC Consumer Cyclical 3,821.0 $921K 0.13% +699.0 +22.4% $241.14 -7.9%
63 BLK BLACKROCK INC Financial Services 817.0 $874K 0.12% +13.0 +1.6% $1069.74 -1.8%
64 RTX RTX CORPORATION Industrials 4,715.0 $865K 0.12% +391.0 +9.0% $183.39 +1.2%
65 MDT MEDTRONIC PLC Healthcare 8,769.0 $848K 0.12% +518.0 +6.3% $96.73 -18.0%
66 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,700.0 $822K 0.11% +2K +209.6% $304.31 +51.9%
67 TRV TRAVELERS COMPANIES INC Financial Services 2,802.0 $813K 0.11% +268.0 +10.6% $290.06 +6.1%
68 IWM ISHARES TR 3,239.0 $797K 0.11% +81.0 +2.6% $246.16 +20.1%
69 XLV SELECT SECTOR SPDR TR 5,047.0 $781K 0.11% +438.0 +9.5% $154.80 -3.5%
70 DGS WISDOMTREE TR 13,054.0 $747K 0.10% +66.0 +0.5% $57.24 +16.1%
71 NFLX NETFLIX INC Communication Services 7,730.0 $725K 0.10% +7K +939.0% $93.76 -17.5%
72 NEE NEXTERA ENERGY INC Utilities 8,765.0 $704K 0.10% +923.0 +11.8% $80.28 +8.1%
73 XLF SELECT SECTOR SPDR TR 12,618.0 $691K 0.10% +1K +12.4% $54.77 -2.2%
74 SYK STRYKER CORPORATION Healthcare 1,901.0 $670K 0.09% +300.0 +18.7% $352.35 -12.6%
75 QCOM QUALCOMM INC Technology 3,728.0 $638K 0.09% +292.0 +8.5% $171.05 +32.2%
76 SCHW SCHWAB CHARLES CORP Financial Services 6,360.0 $635K 0.09% +2K +61.4% $99.91 -8.2%
77 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,357.0 $613K 0.09% +1K +11.4% $53.94 +0.1%
78 LMT LOCKHEED MARTIN CORP Industrials 1,191.0 $576K 0.08% +78.0 +7.0% $483.67 +5.6%
79 IWD ISHARES TR 2,711.0 $570K 0.08% +138.0 +5.4% $210.34 +15.1%
80 IEMG ISHARES INC 8,089.0 $544K 0.07% +2K +22.8% $67.22 +27.4%
Page 4 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%