BALBOA WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIT | 781 | $203.88K |
 | WTS | 748 | $208.90K |
 | MCO | 742 | $353.62K |
 | ULTA | 581 | $317.66K |
 | MEDP | 558 | $286.90K |
 | TLN | 498 | $211.84K |
 | INTU | 444 | $302.95K |
 | TMO | 420 | $203.71K |
 | MELI | 420 | $981.51K |
 | GEV | 361 | $221.98K |
 | FIX | 346 | $285.51K |
 | SPOT | 329 | $229.64K |
 | BKNG | 58 | $313.31K |
 | BRK-A | 8 | $6.03M |
Applied Industrial Technologies, Inc.
AIT
Shares Held
781
Value
$203.88K
Watts Water Technologies, Inc.
WTS
Shares Held
748
Value
$208.90K
Moody's Corporation
MCO
Shares Held
742
Value
$353.62K
Ulta Beauty, Inc.
ULTA
Shares Held
581
Value
$317.66K
Medpace Holdings, Inc.
MEDP
Shares Held
558
Value
$286.90K
Talen Energy Corporation
TLN
Shares Held
498
Value
$211.84K
Intuit Inc.
INTU
Shares Held
444
Value
$302.95K
Thermo Fisher Scientific Inc.
TMO
Shares Held
420
Value
$203.71K
MercadoLibre, Inc.
MELI
Shares Held
420
Value
$981.51K
GE Vernova Inc.
GEV
Shares Held
361
Value
$221.98K
Comfort Systems USA, Inc.
FIX
Shares Held
346
Value
$285.51K
Spotify Technology S.A.
SPOT
Shares Held
329
Value
$229.64K
Booking Holdings Inc.
BKNG
Shares Held
58
Value
$313.31K
Berkshire Hathaway Inc.
BRK-A
Shares Held
8
Value
$6.03M