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Portfolio (Quarterly) Guide ↗

Biltmore Family Office, LLC

· CIK 0001731123
13F Portfolio $703M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 288 New
Page 10 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NSC NORFOLK SOUTHN CORP Industrials 1,042.0 $313K 0.04% NEW $300.41 -0.1%
182 TDG TRANSDIGM GROUP INC Industrials 232.0 $306K 0.04% NEW $1318.02 +0.8%
183 YUMC YUM CHINA HLDGS INC Consumer Cyclical 6,895.0 $296K 0.04% NEW $42.92 +0.0%
184 PWR QUANTA SVCS INC Industrials 699.0 $290K 0.04% NEW $414.42 +69.5%
185 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,685.0 $289K 0.04% NEW $107.81 -19.5%
186 VWO VANGUARD INTL EQUITY INDEX F 5,245.0 $284K 0.04% NEW $54.18 +12.2%
187 DIA SPDR DOW JONES INDL AVERAGE Financial Services 600.0 $279K 0.04% NEW $465.06 +10.9%
188 FICO FAIR ISAAC CORP Technology 185.0 $277K 0.04% NEW $1496.53 -26.7%
189 KCCA KRANESHARES TRUST 16,197.0 $276K 0.04% NEW $17.07 -1.8%
190 AEP AMERICAN ELEC PWR CO INC Utilities 2,448.0 $275K 0.04% NEW $112.50 +13.5%
191 ITA ISHARES TR 1,299.0 $272K 0.04% NEW $209.26 +14.2%
192 EPP ISHARES INC 5,178.0 $267K 0.04% NEW $51.56 +4.6%
193 FISV FISERV INC Technology 2,061.0 $266K 0.04% NEW $128.93 -62.9%
194 MS MORGAN STANLEY Financial Services 1,660.0 $264K 0.04% NEW $158.96 +40.4%
195 AMAT APPLIED MATLS INC Technology 1,257.0 $257K 0.04% NEW $204.74 +201.4%
196 APH AMPHENOL CORP NEW Technology 2,026.0 $251K 0.04% NEW $123.92 +32.3%
197 VLYPN VALLEY NATL BANCORP Financial Services 23,029.0 $247K 0.04% NEW $10.71 +140.6%
198 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 872.0 $244K 0.04% NEW $280.11 +65.0%
199 CINF CINCINNATI FINL CORP Financial Services 1,510.0 $240K 0.03% NEW $158.97 +7.1%
200 VCSH VANGUARD SCOTTSDALE FDS 2,993.0 $239K 0.03% NEW $79.93 -1.4%
Page 10 of 15  ·  288 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 48.5%
Financial Services 26.9%
Healthcare 5.8%
Industrials 5.8%
Communication Services 4.6%
Consumer Cyclical 2.9%
Consumer Defensive 2.9%
Utilities 1.2%
Energy 1.2%
Basic Materials 0.2%