BALANCED ROCK INVESTMENT ADVISOR
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAGS | 60K | $581.04K |
 | CRTO | 20K | $420.32K |
 | TD | 15K | $1.37M |
 | BEPC | 12K | $476.22K |
 | BUD | 9K | $588.21K |
 | SNV | 4K | $218.07K |
 | AAPL | 2K | $652.22K |
 | GOOGL | 2K | $687.15K |
 | NVDA | 2K | $318.36K |
 | JNJ | 2K | $322.84K |
 | JPM | 1K | $393.27K |
 | MSFT | 1K | $510.72K |
 | GOOG | 814 | $255.56K |
 | BLK | 219 | $234.40K |
 | MELI | 192 | $386.74K |
PagSeguro Digital Ltd.
PAGS
Shares Held
60K
Value
$581.04K
Criteo S.A.
CRTO
Shares Held
20K
Value
$420.32K
The Toronto-Dominion Bank
TD
Shares Held
15K
Value
$1.37M
Brookfield Renewable Corporation
BEPC
Shares Held
12K
Value
$476.22K
Anheuser-Busch InBev SA/NV
BUD
Shares Held
9K
Value
$588.21K
Synovus Financial Corp.
SNV
Shares Held
4K
Value
$218.07K
Apple Inc.
AAPL
Shares Held
2K
Value
$652.22K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$687.15K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$318.36K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$322.84K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$393.27K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$510.72K
Alphabet Inc.
GOOG
Shares Held
814
Value
$255.56K
BlackRock, Inc.
BLK
Shares Held
219
Value
$234.40K
MercadoLibre, Inc.
MELI
Shares Held
192
Value
$386.74K