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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 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BCFN BARON ETF TR 550,113.0 $13.7M 1.89% NEW $24.90 -14.4%
2 ASML ASML HOLDING N V Technology 668.0 $715K 0.10% NEW $1069.86 +80.4%
3 NHI NATIONAL HEALTH INVS INC Real Estate 7,041.0 $544K 0.07% NEW $77.29 -8.4%
4 CDNS CADENCE DESIGN SYSTEM INC Technology 1,495.0 $467K 0.07% NEW $312.58 +23.9%
5 RDDT REDDIT INC Communication Services 1,995.0 $459K 0.06% NEW $229.87 -24.0%
6 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,190.0 $456K 0.06% NEW $49.65 -28.3%
7 KLAC KLA CORP Technology 364.0 $442K 0.06% NEW $1215.08 -78.6%
8 ROK ROCKWELL AUTOMATION INC Industrials 910.0 $354K 0.05% NEW $389.07 +21.8%
9 ETN EATON CORP PLC Industrials 979.0 $312K 0.04% NEW $318.51 +32.4%
10 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,488.0 $307K 0.04% NEW $47.31 -1.7%
11 TEL TE CONNECTIVITY PLC Technology 1,141.0 $260K 0.04% NEW $227.51 -4.3%
12 MO ALTRIA GROUP INC Consumer Defensive 4,087.0 $240K 0.03% NEW $58.71 +17.7%
13 Q QNITY ELECTRONICS INC Technology 2,825.0 $231K 0.03% NEW $81.65 +107.0%
14 HDV ISHARES TR 1,871.0 $228K 0.03% NEW $121.61 -77.8%
15 SHW SHERWIN WILLIAMS CO Basic Materials 688.0 $223K 0.03% NEW $324.03 -1.0%
16 C CITIGROUP INC Financial Services 1,875.0 $219K 0.03% NEW $116.69 +22.6%
17 RSG REPUBLIC SVCS INC Industrials 983.0 $208K 0.03% NEW $211.93 -3.3%
18 MDLZ MONDELEZ INTL INC Consumer Defensive 3,812.0 $207K 0.03% NEW $54.33 +10.7%
19 TGT TARGET CORP Consumer Defensive 2,101.0 $205K 0.03% NEW $97.75 +33.7%
20 MRSH MARSH & MCLENNAN COS INC Financial Services 1,097.0 $204K 0.03% NEW $185.52 -12.5%
Page 1 of 3  ·  51 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%