Holdings
Rebalance, LLC
As of Jun 30, 2026, Rebalance, LLC reported 27 positions worth US$19.7M. Largest: Berkshire Hathaway Inc., Priority Technology Holdings, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 7,765 | US$3.89M | +30 | Jun 30, 2026 |
| Priority Technology Holdings, Inc. | 404K | US$2.7M | no change | Jun 30, 2026 |
| Apple Inc | 6,616 | US$1.91M | +42 | Jun 30, 2026 |
| Microsoft Corp. | 3,886 | US$1.45M | +69 | Jun 30, 2026 |
| International Business Machines Corporation | 3,435 | US$966K | no change | Jun 30, 2026 |
| Cisco Systems, Inc. | 7,881 | US$926K | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 781 | US$832K | no change | Jun 30, 2026 |
| Eli Lilly And Company | 569 | US$682K | +5 | Jun 30, 2026 |
| Oracle Corporation | 3,900 | US$572K | +20 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 3,546 | US$520K | no change | Jun 30, 2026 |