Fund HoldingsBalentine LLC

Total Portfolio Value
$2.99B
Total Bought
$110.51M
Total Sold
$69.70M
Net Transaction
+$40.81M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR33,081320,821+287,7403,32932,2971.08%+28,968
ISHARES TR9,105,8119,242,041+136,230738,269748,32825.00%+10,059
ISHARES TR
MSCI USA QLT FCT
682,212721,527+39,31591,46595,0903.18%+3,625
ELI LILLY & CO(LLY)27,15427,427+27312,73514,7320.49%+1,997
ALPHABET INC(GOOG)53,85560,297+6,4426,4467,8900.26%+1,444
ISHARES TR
MSCI INTL QUALTY
1,490,2201,606,251+116,03152,78753,9861.80%+1,199
META PLATFORMS INC(META)26,29829,074+2,7767,5478,7280.29%+1,181
ABBVIE INC(ABBV)23,87628,966+5,0903,2174,3180.14%+1,101
CHEVRON CORP NEW(CVX)48,06651,307+3,2417,5638,6510.29%+1,088
ALPHABET INC(GOOG)58,83061,523+2,6937,1178,1120.27%+995
NOVO-NORDISK A S(NVO)33,95168,563+34,6125,4946,2350.21%+741
EXXON MOBIL CORP85,63584,400-1,2359,1849,9240.33%+739
NOVARTIS AG(NVS)19,22625,040+5,8141,9402,5510.09%+610
INSTEEL INDS INC018,537+18,53706020.02%+602
UNITEDHEALTH GROUP INC(UNH)16,46616,887+4217,9148,5140.28%+600
AMGEN INC(AMGN)06,072+6,07201,6320.05%+1,632
VERIZON COMMUNICATIONS INC(VZ)051,050+51,05001,6550.06%+1,655
MARATHON PETE CORP(MPC)16,51416,449-651,9262,4890.08%+564
SELECT SECTOR SPDR TR
ST STR ENERG ETF
78,19876,023-2,1756,3476,8720.23%+524
WORLD GOLD TR(GLDM)2,787,7802,910,799+123,019106,187106,7103.56%+523
DOMINION ENERGY INC(D)010,781+10,78104820.02%+482
TOYOTA MOTOR CORP(TM)010,379+10,37901,8660.06%+1,866
KENVUE INC(KVUE)020,042+20,04204020.01%+402
REGENERON PHARMACEUTICALS(REGN)3,2573,302+452,3402,7170.09%+377
CISCO SYS INC(CSCO)137,043138,507+1,4647,0917,4460.25%+356
TESLA INC(TSLA)13,61915,575+1,9563,5653,8970.13%+332
CRH PLC
ORD
05,790+5,79003170.01%+317
VALERO ENERGY CORP(VLO)013,074+13,07401,8530.06%+1,853
SANOFI(SNY)028,908+28,90801,5510.05%+1,551
EVERSOURCE ENERGY(ES)05,272+5,27203070.01%+307
BHP GROUP LTD34,72641,772+7,0462,0722,3760.08%+304
AMERICAN TOWER CORP NEW(AMT)01,800+1,80002960.01%+296
NUTRIEN LTD(NTR)04,748+4,74802950.01%+295
CONOCOPHILLIPS(COP)19,08818,929-1591,9782,2680.08%+290
COMCAST CORP NEW(CCZ)89,83290,449+6173,7334,0110.13%+278
POSCO HOLDINGS INC(PKX)010,807+10,80701,1080.04%+1,108
CDW CORP(CDW)01,284+1,28402590.01%+259
AIRBNB INC01,826+1,82602510.01%+251
NEUROCRINE BIOSCIENCES INC(NBIX)02,227+2,22702510.01%+251
TYSON FOODS INC(TSN)04,936+4,93602490.01%+249
VEEVA SYS INC(VEEV)01,220+1,22002480.01%+248
GENPACT LIMITED
SHS
06,571+6,57102380.01%+238
UNITED STATES STL CORP NEW07,284+7,28402370.01%+237
CF INDS HLDGS INC(CF)02,752+2,75202360.01%+236
OVINTIV INC(OVV)04,938+4,93802350.01%+235
ERIE INDTY CO(ERIE)0786+78602310.01%+231
AUTOMATIC DATA PROCESSING IN10,45610,507+512,2982,5280.08%+230
EQUINOR ASA(EQNR)06,980+6,98002290.01%+229
TWILIO INC(TWLO)03,882+3,88202270.01%+227
AUTODESK INC01,072+1,07202220.01%+222
INTEL CORP(INTC)62,53965,066+2,5272,0912,3130.08%+222
APOLLO GLOBAL MGMT INC(APO)02,462+2,46202210.01%+221
WALGREENS BOOTS ALLIANCE INC09,861+9,86102190.01%+219
NETAPP INC(NTAP)02,880+2,88002190.01%+219
ADOBE INC(ADBE)7,1997,326+1273,5203,7360.12%+215
TOTALENERGIES SE(TTE)015,929+15,92901,0470.03%+1,047
MATCH GROUP INC NEW(MTCH)05,422+5,42202120.01%+212
VMWARE INC08,917+8,91701,4850.05%+1,485
ISHARES TR03,866+3,86609080.03%+908
BAKER HUGHES COMPANY(BKR)05,796+5,79602050.01%+205
AERCAP HOLDINGS NV(AER)03,249+3,24902040.01%+204
HORIZON THERAPEUTICS PUB L01,758+1,75802030.01%+203
UBS GROUP AG(UBS)08,141+8,14102010.01%+201
BERKSHIRE HATHAWAY INC DEL36,00535,609-39612,27812,4740.42%+196
GEN DIGITAL INC(GEN)011,092+11,09201960.01%+196
COSTCO WHSL CORP NEW(COST)7,0947,097+33,8194,0100.13%+190
TELUS CORPORATION(TU)011,561+11,56101900.01%+190
MASTERCARD INCORPORATED(MA)9,94410,357+4133,9114,1000.14%+189
RIVIAN AUTOMOTIVE INC(RIVN)020,019+20,01904860.02%+486
HONDA MOTOR LTD(HMC)017,535+17,53505900.02%+590
ARISTA NETWORKS INC06,872+6,87201,2640.04%+1,264
ACCENTURE PLC IRELAND
SHS CLASS A
17,27517,938+6635,3315,5090.18%+178
PDD HOLDINGS INC(PDD)04,982+4,98204890.02%+489
CHARTER COMMUNICATIONS INC N(CHTR)01,203+1,20305290.02%+529
INFOSYS LTD(INFY)088,336+88,33601,5110.05%+1,511
NVIDIA CORPORATION(NVDA)35,34334,745-59814,95115,1140.50%+163
VANGUARD WORLD FDS
INF TECH ETF
0377+37701560.01%+156
3M CO(MMM)08,364+8,36407830.03%+783
CME GROUP INC(CME)05,653+5,65301,1320.04%+1,132
AFLAC INC(AFL)021,993+21,99301,6880.06%+1,688
CATERPILLAR INC(CAT)04,125+4,12501,1260.04%+1,126
TEXAS PACIFIC LAND CORPORATI(TPL)0268+26804890.02%+489
BOOKING HOLDINGS INC(BKNG)0135+13504160.01%+416
PHILLIPS 66(PSX)06,690+6,69008040.03%+804
T-MOBILE US INC(TMUS)14,20515,090+8851,9732,1130.07%+140
DANAHER CORPORATION(DHR)03,980+3,98009870.03%+987
SUNCOR ENERGY INC NEW(SU)013,562+13,56204660.02%+466
KT CORP(KT)029,867+29,86703830.01%+383
LOGITECH INTL S A
SHS
010,334+10,33407120.02%+712
GOLD FIELDS LTD(GFI)011,094+11,09401200.00%+120
ACTIVISION BLIZZARD INC010,203+10,20309550.03%+955
ISHARES TR032,688+32,68801,5990.05%+1,599
ZOETIS INC(ZTS)04,907+4,90708540.03%+854
LIBERTY MEDIA CORP DEL(FWONA)01,898+1,89801180.00%+118
BROADCOM INC(AVGO)6,5316,963+4325,6655,7830.19%+118
LIBERTY MEDIA CORP DEL04,511+4,51101150.00%+115
OLD DOMINION FREIGHT LINE IN(ODFL)02,202+2,20209010.03%+901
BLACKSTONE INC(BX)05,519+5,51905910.02%+591
CONSTELLATION ENERGY CORP(CEG)06,676+6,67607280.02%+728
THERMO FISHER SCIENTIFIC INC(TMO)3,9034,240+3372,0362,1460.07%+110
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