Holdings
Balanced Rock Investment Advisors LLC
As of Jun 30, 2026, Balanced Rock Investment Advisors LLC reported 28 positions worth US$15M. Largest: Apple Inc, Toronto-dominion Bank and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,128 | US$1.48M | +2,040 | Jun 30, 2026 |
| Toronto-dominion Bank | 11,776 | US$1.43M | −2,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,693 | US$1.32M | +209 | Jun 30, 2026 |
| Nvidia Corporation | 4,073 | US$815K | +1,001 | Jun 30, 2026 |
| Citigroup, Inc. | 5,410 | US$757K | −454 | Jun 30, 2026 |
| Anheuser-busch Inbev Sa/nv | 9,140 | US$753K | +14 | Jun 30, 2026 |
| General Motors Company | 9,025 | US$696K | −133 | Jun 30, 2026 |
| Gilead Sciences, Inc. | 4,990 | US$630K | +31 | Jun 30, 2026 |
| Microsoft Corp. | 1,637 | US$611K | +407 | Jun 30, 2026 |
| Pagseguro Digital Ltd. | 66,904 | US$605K | +6,596 | Jun 30, 2026 |