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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 9 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACRES COMMERCIAL REALTY CORP 20,300.0 $433K 0.06% -3K -14.0% $21.34
162 SPGI S&P GLOBAL INC Financial Services 826.0 $432K 0.06% $522.59 -21.4%
163 SPLV INVESCO EXCH TRADED FD TR II 6,025.0 $430K 0.06% $71.42 +2.3%
164 ADBE ADOBE INC Technology 1,203.0 $421K 0.06% +313.0 +35.2% $349.99 -44.2%
165 SPHQ INVESCO EXCHANGE TRADED FD T 5,500.0 $413K 0.06% $75.05 +19.1%
166 TFC TRUIST FINL CORP Financial Services 8,366.0 $412K 0.06% +1K +15.0% $49.21 -1.8%
167 CMCSA COMCAST CORP NEW Communication Services 13,387.0 $400K 0.06% +2K +17.6% $29.89 -25.0%
168 AJG GALLAGHER ARTHUR J & CO Financial Services 1,520.0 $393K 0.05% +20.0 +1.3% $258.79 -17.3%
169 IWV ISHARES TR 1,005.0 $389K 0.05% $386.85 +9.8%
170 COP CONOCOPHILLIPS Energy 4,148.0 $388K 0.05% +253.0 +6.5% $93.61 +15.1%
171 VDC VANGUARD WORLD FD 1,801.0 $380K 0.05% $211.24 +7.0%
172 WM WASTE MGMT INC DEL Industrials 1,700.0 $373K 0.05% $219.65 -2.3%
173 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,575.0 $365K 0.05% +435.0 +13.8% $102.15 +0.4%
174 DVY ISHARES TR 2,567.0 $362K 0.05% $141.14 +8.6%
175 SCZ ISHARES TR 4,665.0 $362K 0.05% $77.53 +7.8%
176 PAYX PAYCHEX INC Industrials 3,203.0 $359K 0.05% +23.0 +0.7% $112.18 -12.4%
177 ROK ROCKWELL AUTOMATION INC Industrials 910.0 $354K 0.05% NEW $389.07 +21.8%
178 GEV GE VERNOVA INC Utilities 540.0 $353K 0.05% $653.57 +69.8%
179 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,111.0 $339K 0.05% +216.0 +3.1% $47.74 -10.1%
180 VOE VANGUARD INDEX FDS 1,899.0 $337K 0.05% -300.0 -13.6% $177.37 +10.4%
Page 9 of 17  ·  331 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%