List of top 200 securities held by Ballast Rock Private Wealth LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q3
Report Date Time: 2026-10-26 16:10:28
Total Holdings: 191
Assets Under Management (AUM) :
$199,865,984 ($199.87M)
Reporting Manager: Jason Thonssen
Address:
460 KING ST
STE 200
CHARLESTON, SC 29403
Since : total money flow = , gains and losses =
×