CIK 1374889
Ballentine Partners, LLC
Institutional 13F holdings & portfolio
Holdings
1,009
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,009
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | 26K | $1M+ | SH |
| SAP | SAP SE | 7K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 5K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 4K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 65K | $1M+ | SH |
| ILMN | ILLUMINA INC | 12K | $1M+ | SH |
| AGG | ISHARES TR | 15K | $1M+ | SH |
| CSCO | CISCO SYS INC | 20K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 11K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 6K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC | 37K | $1M+ | SH |
| RDY | DR REDDYS LABS LTD | 104K | $1M+ | SH |
| JJSF | J & J SNACK FOODS CORP | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| IGSB | ISHARES TR | 27K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 19K | $1M+ | SH |
| ALL | ALLSTATE CORP | 7K | $1M+ | SH |
| PTC | PTC INC | 8K | $1M+ | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 32K | $1M+ | SH |
| YUM | YUM BRANDS INC | 9K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 9K | $1M+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 55K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 15K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 4K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 9K | $1M+ | SH |
| OKTA | OKTA INC | 14K | $1M+ | SH |
| MRK | MERCK & CO INC | 11K | $1M+ | SH |
| BSVO | EA SERIES TRUST | 49K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 21K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| VRSK | VERISK ANALYTICS INC | 5K | $1M+ | SH |
| Q | QNITY ELECTRONICS INC | 14K | $1M+ | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 17K | $1M+ | SH |
| DOW | DOW INC | 46K | $1M+ | SH |
| ORA | ORMAT TECHNOLOGIES INC | 10K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 13K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 12K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 18K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 6K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 11K | $500K+ | SH |
| SHEL | SHELL PLC | 13K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| ROST | ROSS STORES INC | 5K | $500K+ | SH |