Holdings
Balanced Portfolio
As of Jun 30, 2026, Balanced Portfolio reported 83 positions worth US$2.56B. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 525K | US$187M | +3,682 | Jun 30, 2026 |
| Nvidia Corporation | 888K | US$178M | −278K | Jun 30, 2026 |
| Apple Inc | 559K | US$162M | +30,220 | Jun 30, 2026 |
| Microsoft Corp. | 325K | US$121M | −74,949 | Jun 30, 2026 |
| Amazon.com, Inc. | 456K | US$109M | −81,732 | Jun 30, 2026 |
| Broadcom Inc. | 229K | US$86.6M | −33,015 | Jun 30, 2026 |
| Micron Technology, Inc. | 45,053 | US$52M | +3,764 | Jun 30, 2026 |
| Blackrock, Inc. | 52,442 | US$50.4M | +12,626 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 86,015 | US$50M | −22,471 | Jun 30, 2026 |
| Intel Corporation | 345K | US$48.2M | new | Jun 30, 2026 |