Fund Holdings

Ballentine Partners, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST MID BANCSHARES INC(FMBH)01,672,486+1,672,486068,889,6990.96%+68,889,699
NU HLDGS LTD(NU)21,4754,668,926+4,647,451359,49167,092,4670.93%+66,732,976
SPDR INDEX SHS FDS
ST STR PO EX ETF
0891,786+891,786040,710,0770.57%+40,710,077
ISHARES TR
CORE MSCI EAFE
6,395,4966,663,055+267,559572,141,070603,206,4038.40%+31,065,333
ISHARES INC
CORE MSCI EMKT
4,062,0034,271,360+209,357273,047,849297,927,3754.15%+24,879,526
SPDR INDEX SHS FDS
ST PORT MARK ETF
0487,287+487,287022,858,6600.32%+22,858,660
ISHARES TR2,375,5102,420,129+44,619145,761,277162,148,6922.26%+16,387,415
VANGUARD TAX-MANAGED FDS4,926,1405,017,663+91,523307,735,971321,531,8684.48%+13,795,897
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
46,170220,432+174,2621,827,8708,566,0020.12%+6,738,132
VANGUARD INDEX FDS1,506,1991,558,678+52,479133,283,551138,254,7401.92%+4,971,189
ASTRAZENECA PLC(AZN)020,254+20,25403,994,4930.06%+3,994,493
VANGUARD INDEX FDS102,794114,238+11,44464,465,22168,263,1330.95%+3,797,912
GOLDMAN SACHS ETF TR255,814306,229+50,41524,736,06128,325,1280.39%+3,589,067
AMCOR PLC
COM NEW
086,454+86,45403,436,5470.05%+3,436,547
EXXON MOBIL CORP57,16158,452+1,2916,878,7559,916,9660.14%+3,038,211
JOHNSON & JOHNSON(JNJ)55,85459,484+3,63011,558,88314,540,3920.20%+2,981,509
ASML HLDG NV
N Y REGISTRY SHS
4,9396,201+1,2625,284,0388,190,4670.11%+2,906,429
CHEVRON CORPORATION(CVX)34,78339,103+4,3205,301,2778,090,4110.11%+2,789,134
VANGUARD INTL EQUITY INDEX F2,796,8852,832,034+35,149150,360,556153,071,4562.13%+2,710,900
ISHARES TR059,000+59,00002,422,5400.03%+2,422,540
CORTEVA INC(CTVA)138,309139,109+8009,270,85211,644,8140.16%+2,373,962
INVESCO QQQ TR29,27735,264+5,98717,984,99020,353,8290.28%+2,368,839
SPDR INDEX SHS FDS
ST INTL CAP ETF
055,535+55,53502,345,2430.03%+2,345,243
TAIWAN SEMICONDUCTOR MANUFAC(TSM)39,84642,528+2,68212,108,80114,372,3370.20%+2,263,536
LAM RESEARCH CORP(LRCX)52,28552,288+38,950,14611,171,8540.16%+2,221,708
VANGUARD INTL EQUITY INDEX F299,357299,357027,061,89729,256,1860.41%+2,194,289
CATERPILLAR INC(CAT)7,7429,262+1,5204,435,3676,562,0130.09%+2,126,646
VANGUARD INDEX FDS41,03650,439+9,4037,837,5319,896,1990.14%+2,058,668
VANGUARD INTL EQUITY INDEX F233,742254,680+20,93817,194,04919,126,4880.27%+1,932,439
ISHARES TR1,173,2201,174,384+1,16477,432,53679,306,2011.10%+1,873,665
CORNING INC(GLW)28,54832,161+3,6132,499,6624,372,9300.06%+1,873,268
COSTCO WHOLESALE CORPORATION(COST)9,58210,053+4718,263,11010,017,3060.14%+1,754,196
VANGUARD INDEX FDS47,10152,702+5,60112,149,62913,803,9040.19%+1,654,275
VANGUARD INDEX FDS6,49111,015+4,5243,166,6994,811,3790.07%+1,644,680
SPDR INDEX SHS FDS
ST DOW INTL ETF
060,560+60,56001,612,1070.02%+1,612,107
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
030,435+30,43501,540,3150.02%+1,540,315
WALMART INC(WMT)77,26481,647+4,3838,608,00610,147,1150.14%+1,539,109
ISHARES TR017,879+17,87901,476,2690.02%+1,476,269
SPDR SERIES TRUST
ST STR P500VAL
5,66331,737+26,074321,7151,795,6790.02%+1,473,964
VANGUARD BD INDEX FDS26,48445,685+19,2012,062,5743,525,9680.05%+1,463,394
CAMECO CORP(CCJ)4,72617,209+12,483432,3821,869,0690.03%+1,436,687
NEWMONT CORP(NEM)17,90829,674+11,7661,788,1143,212,2120.04%+1,424,098
SELECT SECTOR SPDR TR
ST STR TECHN ETF
27,89640,862+12,9664,016,1875,430,5600.08%+1,414,373
HONEYWELL INTL INC(HON)23,11025,900+2,7904,508,5305,854,1780.08%+1,345,648
APPLIED MATLS INC16,79716,335-4624,316,6625,583,1390.08%+1,266,477
GLOBAL X FDS
US INFR DEV ETF
7,50030,548+23,048358,4251,552,1440.02%+1,193,719
TRANSOCEAN LTD(RIG)20,052181,565+161,51382,8151,203,7760.02%+1,120,961
SK TELECOM CO LTD(SKM)24,18254,706+30,524496,4561,602,3390.02%+1,105,883
VANGUARD STAR FDS11,90425,804+13,900898,0381,989,7460.03%+1,091,708
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
011,516+11,51601,079,5100.02%+1,079,510
ALPHABET INC(GOOG)108,325122,153+13,82833,992,33435,041,0500.49%+1,048,716
GE VERNOVA INC(GEV)4,3174,422+1052,821,4613,859,9640.05%+1,038,503
MARATHON PETE CORP(MPC)12,63612,63602,054,9933,085,4590.04%+1,030,466
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
016,752+16,7520980,6620.01%+980,662
SCHWAB STRATEGIC TR8,96239,845+30,883245,8281,222,4560.02%+976,628
ULTA BEAUTY INC(ULTA)7692,727+1,958465,2521,425,4310.02%+960,179
VANGUARD WORLD FD
INF TECH ETF
1,6623,170+1,5081,252,7822,211,7720.03%+958,990
VANGUARD INDEX FDS65,35069,298+3,94818,965,87719,901,0340.28%+935,157
FREEPORT MCMORAN INC(FCX)16,48430,003+13,519837,2231,763,5770.02%+926,354
FIREFLY AEROSPACE INC(FLY)032,000+32,0000911,0400.01%+911,040
VANGUARD INTL EQUITY INDEX F1,514,7221,580,995+66,27369,434,86570,275,2360.98%+840,371
MERCK & CO INC(MRK)48,17148,890+7195,070,4755,881,1370.08%+810,662
ISHARES TR
MSCI USA QLT FCT
3,2437,521+4,278644,1251,442,6030.02%+798,478
ASE TECHNOLOGY HLDG CO LTD(ASX)116,390122,506+6,1161,873,8802,655,9300.04%+782,050
VANGUARD INDEX FDS7,14210,537+3,3951,512,6042,289,1630.03%+776,559
VERIZON COMMUNICATIONS INC(VZ)73,52175,060+1,5392,994,5103,768,0130.05%+773,503
LINDE PLC(LIN)6,8537,416+5632,922,0513,676,5550.05%+754,504
ROSS STORES INC(ROST)7,7399,890+2,1511,394,1032,142,4710.03%+748,368
TRANE TECHNOLOGIES PLC(TT)4,4215,841+1,4201,720,6542,434,1780.03%+713,524
FEDEX CORP(FDX)10,46710,486+193,023,4973,734,9030.05%+711,406
T-MOBILE US INC(TMUS)8,02411,124+3,1001,629,1932,336,3740.03%+707,181
TELEDYNE TECHNOLOGIES INC(TDY)5031,591+1,088256,897962,5710.01%+705,674
STARBUCKS CORP(SBUX)15,73722,486+6,7491,325,2132,014,5220.03%+689,309
HUBSPOT INC(HUBS)15,98529,060+13,0756,414,7807,093,5460.10%+678,766
SANDISK CORP(SNDK)01,059+1,0590672,8250.01%+672,825
KB FINL GROUP INC(KB)24,36727,328+2,9612,096,5372,725,4210.04%+628,884
ISHARES TR28,74631,234+2,4886,046,4406,673,7750.09%+627,335
ROCKET LAB CORP(RKLB)5,71015,866+10,156398,3301,018,9150.01%+620,585
SHINHAN FINANCIAL GROUP CO L(SHG)27,14133,737+6,5961,455,5732,068,7530.03%+613,180
PEPSICO INC(PEP)24,19126,254+2,0633,471,8924,076,9830.06%+605,091
WESTERN DIGITAL CORP(WDC)4,9785,379+401857,5601,454,9660.02%+597,406
DEERE & CO(DE)5,1625,290+1282,403,2732,979,8580.04%+576,585
ISHARES TR131,695138,977+7,28250,946,21151,515,9940.72%+569,783
NOVARTIS AG(NVS)26,98128,079+1,0983,719,8384,289,1830.06%+569,345
AMEREN CORP(AEE)2,2647,186+4,922226,083789,8850.01%+563,802
D-WAVE QUANTUM INC(QBTS)039,000+39,0000562,7700.01%+562,770
INTEL CORP(INTC)55,86759,435+3,5682,061,5002,622,8750.04%+561,375
ISHARES TR07,395+7,3950549,8180.01%+549,818
EATON CORP PLC(ETN)10,32810,726+3983,289,4123,836,5460.05%+547,134
LUMENTUM HLDGS INC(LITE)1,1671,381+214430,145970,5110.01%+540,366
TJX COS INC NEW(TJX)33,96236,042+2,0805,216,9025,755,9080.08%+539,006
ANALOG DEVICES INC(ADI)12,45212,298-1543,376,8833,912,6880.05%+535,805
INVESCO DB COMMDY INDX TRCK(DBC)017,917+17,9170518,6970.01%+518,697
KLA CORP(KLAC)2,0832,065-182,531,0123,040,5270.04%+509,515
ENTEGRIS INC(ENTG)04,343+4,3430509,1740.01%+509,174
TARGET CORP(TGT)9,62311,921+2,298940,6491,444,8250.02%+504,176
NEXTERA ENERGY INC(NEE)37,41737,747+3303,003,8373,505,9420.05%+502,105
POSCO HOLDINGS INC(PKX)10,73918,335+7,596571,4221,072,4140.01%+500,992
WASTE MGMT INC DEL(WM)11,36212,978+1,6162,496,3492,982,2230.04%+485,874
WIPRO LTD(WIT)534,119940,953+406,8341,516,8981,994,8200.03%+477,922
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