Long-term investor
Balanced Rock Investment Advisors LLC @balancedrockinvestmentad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011851).
Record
- Tracked since 2025-06-30 (448 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V690 · 6.2% · long · since 2025-06-30
- 61774R841 · 5.4% · long · since 2025-06-30
- 72201T342 · 4.6% · long · since 2025-06-30
- 46436E767 · 4.2% · long · since 2025-06-30
- 46137V241 · 3.8% · long · since 2025-06-30
- 46435G425 · 3.7% · long · since 2025-06-30
- 46436E759 · 3.3% · long · since 2025-06-30
- 25434V658 · 3.2% · long · since 2025-06-30
- 92206C847 · 2.9% · long · since 2025-06-30
- 46435G516 · 2.8% · long · since 2025-06-30
- 25434V682 · 2.5% · long · since 2025-06-30
- 72201R304 · 2.4% · long · since 2025-06-30