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Portfolio (Quarterly) Guide ↗

Balanced Rock Investment Advisors LLC

· CIK 0002011851
13F Portfolio $160M AUM 102 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 102 New
Page 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CRM SALESFORCE INC Technology 1,306.0 $205K 0.13% NEW $156.67 +63.4%
102 USHY ISHARES TR 5,427.0 $201K 0.12% NEW $37.02 -0.4%
Page 6 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 21.9%
Healthcare 15.9%
Communication Services 12.6%
Consumer Cyclical 10.4%
Consumer Defensive 4.9%
Utilities 3.1%
Industrials 2.0%
Energy 1.6%