BALANCED ROCK INVESTMENT ADVISOR
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAGS | 59K | $594.58K |
 | HBI | 39K | $257.44K |
 | CRTO | 23K | $508.77K |
 | TD | 15K | $1.20M |
 | WDS | 15K | $220.00K |
 | CMCSA | 14K | $426.56K |
 | BEPC | 13K | $455.41K |
 | LIND | 13K | $165.50K |
 | GM | 11K | $641.49K |
 | BUD | 9K | $539.77K |
 | T | 8K | $226.99K |
 | C | 6K | $652.24K |
 | HSII | 6K | $311.18K |
 | GILD | 5K | $567.40K |
 | GPN | 4K | $363.14K |
 | SNV | 4K | $213.84K |
 | MDT | 4K | $395.06K |
 | AAPL | 2K | $602.97K |
 | GOOGL | 2K | $545.35K |
 | CRM | 2K | $359.06K |
PagSeguro Digital Ltd.
PAGS
Shares Held
59K
Value
$594.58K
Hanesbrands Inc.
HBI
Shares Held
39K
Value
$257.44K
Criteo S.A.
CRTO
Shares Held
23K
Value
$508.77K
The Toronto-Dominion Bank
TD
Shares Held
15K
Value
$1.20M
Woodside Energy Group Ltd
WDS
Shares Held
15K
Value
$220.00K
Comcast Corporation
CMCSA
Shares Held
14K
Value
$426.56K
Brookfield Renewable Corporation
BEPC
Shares Held
13K
Value
$455.41K
Lindblad Expeditions Holdings, Inc.
LIND
Shares Held
13K
Value
$165.50K
General Motors Company
GM
Shares Held
11K
Value
$641.49K
Anheuser-Busch InBev SA/NV
BUD
Shares Held
9K
Value
$539.77K
AT&T Inc.
T
Shares Held
8K
Value
$226.99K
Citigroup Inc.
C
Shares Held
6K
Value
$652.24K
Heidrick & Struggles International, Inc.
HSII
Shares Held
6K
Value
$311.18K
Gilead Sciences, Inc.
GILD
Shares Held
5K
Value
$567.40K
Global Payments Inc.
GPN
Shares Held
4K
Value
$363.14K
Synovus Financial Corp.
SNV
Shares Held
4K
Value
$213.84K
Medtronic plc
MDT
Shares Held
4K
Value
$395.06K
Apple Inc.
AAPL
Shares Held
2K
Value
$602.97K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$545.35K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$359.06K