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Ballentine Partners, LLC

All holdings · as of Mar 31, 2026

1,014 positions

CompanyClassValueShares% of portfolio
ABBOTT LABORATORIES$4.68M45,6080.1%
COCA COLA CO$4.53M59,5290.1%
DIMENSIONAL ETF TRUST$4.50M132,3880.1%
ORACLE CORP$4.46M30,3220.1%
ISHARES TR$4.42M55,5820.1%
CORNING INC /NY$4.37M32,1610.1%
WELLS FARGO & COMPANY/MN$4.36M54,7610.1%
NOVARTIS AG$4.29M28,0790.1%
HARTFORD INSURANCE GROUP, INC.$4.28M31,6670.1%
TEXAS INSTRUMENTS INC$4.08M21,0360.1%
UNITEDHEALTH GROUP INC$4.08M15,0710.1%
PEPSICO INC$4.08M26,2540.1%
STATE STR SPDR S&P MIDCAP 40$4.02M6,5180.1%
ISHARES TR$4.01M41,2540.1%
ASTRAZENECA PLC$3.99M20,2540.1%
ANALOG DEVICES INC$3.91M12,2980.1%
GE Vernova Inc.$3.86M4,4220.1%
Eaton Corp plc$3.84M10,7260.1%
VERIZON COMMUNICATIONS INC$3.77M75,0600.1%
DIMENSIONAL ETF TRUST$3.77M53,1190.1%
FedEx Corp$3.73M10,4860.1%
QUALCOMM INC/DE$3.73M28,9790.1%
VANGUARD SCOTTSDALE FDS$3.71M33,8350.1%
THERMO FISHER SCIENTIFIC INC.$3.69M7,5100.1%
LINDE PLC$3.68M7,4160.1%
Palantir Technologies Inc$3.67M25,0880.1%
BERKSHIRE HATHAWAY INC DEL$3.59M50.0%
AMGEN INC$3.55M10,0830.0%
TRAVELERS COMPANIES, INC.$3.54M12,1230.0%
Philip Morris International Inc.$3.53M21,3460.0%
VANGUARD BD INDEX FDS$3.53M45,6850.0%
AUTOMATIC DATA PROCESSING INC$3.52M17,3320.0%
NEXTERA ENERGY INC$3.51M37,7470.0%
AMCOR PLC$3.44M86,4540.0%
VANGUARD WORLD FD$3.40M30,3080.0%
Salesforce Inc$3.39M18,1690.0%
GILEAD SCIENCES, INC.$3.32M23,8130.0%
BlackRock, Inc.$3.29M3,4180.0%
Cencora Inc$3.24M10,3140.0%
VANGUARD WORLD FD$3.22M8,7580.0%
Newmont Corp$3.21M29,6740.0%
AFFIRM HOLDINGS INC CLASS A$3.17M69,2400.0%
Union Pacific Corp$3.15M12,9660.0%
Marathon Petroleum Corp$3.09M12,6360.0%
ALLSTATE CORP$3.04M14,6790.0%
KLA CORP$3.04M2,0650.0%
ROBLOX Corp$3.03M53,6120.0%
ISHARES TR$2.98M25,1930.0%
WASTE MANAGEMENT INC$2.98M12,9780.0%
DEERE & CO$2.98M5,2900.0%
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