Stock Taper

REBALANCE, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Priority Technology Holdings, Inc.PRTH404.11K$2.7M
Cisco Systems, Inc.CSCO7.88K$925.7K
Berkshire Hathaway Inc.BRK-B7.76K$3.89M
Apple Inc.AAPL6.62K$1.91M
Oracle CorporationORCL3.9K$571.54K
Microsoft CorporationMSFT3.89K$1.45M
The Coca-Cola CompanyKO3.6K$292.9K
The Procter & Gamble CompanyPG3.55K$519.99K
International Business Machines CorporationIBM3.44K$965.96K
Canadian Pacific Kansas City Ltd.CP2.73K$236.38K
Williams-Sonoma, Inc.WSM2.18K$508.16K
Sanmina CorporationSANM2K$506.16K
Twist Bioscience CorporationTWST2K$205.76K
NVIDIA CorporationNVDA1.75K$350.56K
Chevron CorporationCVX1.5K$249.14K
Novartis AGNVS1.5K$235.08K
American Express CompanyAXP1.39K$468.81K
Johnson & JohnsonJNJ1.35K$343.41K
JPMorgan Chase & Co.JPM1.3K$424.22K
Lowe's Companies, Inc.LOW1.25K$275.61K