BALBOA WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PH | 1K | $1.05M |
 | LMT | 1K | $692.46K |
 | MMM | 1K | $211.37K |
 | TMUS | 1K | $285.10K |
 | TXN | 1K | $215.70K |
 | UNH | 1K | $399.19K |
 | NOW | 1K | $1.02M |
 | CAT | 1K | $503.23K |
 | CRM | 1K | $247.19K |
 | CMI | 1K | $438.11K |
 | AMGN | 1K | $291.99K |
 | SPGI | 948 | $461.53K |
 | CI | 911 | $262.48K |
 | MCK | 888 | $686.38K |
 | ZS | 870 | $260.70K |
 | ADP | 864 | $253.56K |
 | FN | 842 | $307.01K |
 | AGX | 836 | $225.79K |
 | TT | 810 | $341.79K |
 | NOC | 786 | $479.22K |
Parker-Hannifin Corporation
PH
Shares Held
1K
Value
$1.05M
Lockheed Martin Corporation
LMT
Shares Held
1K
Value
$692.46K
3M Company
MMM
Shares Held
1K
Value
$211.37K
T-Mobile US, Inc.
TMUS
Shares Held
1K
Value
$285.10K
Texas Instruments Incorporated
TXN
Shares Held
1K
Value
$215.70K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$399.19K
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.02M
Caterpillar Inc.
CAT
Shares Held
1K
Value
$503.23K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$247.19K
Cummins Inc.
CMI
Shares Held
1K
Value
$438.11K
Amgen Inc.
AMGN
Shares Held
1K
Value
$291.99K
S&P Global Inc.
SPGI
Shares Held
948
Value
$461.53K
Cigna Corporation
CI
Shares Held
911
Value
$262.48K
McKesson Corporation
MCK
Shares Held
888
Value
$686.38K
Zscaler, Inc.
ZS
Shares Held
870
Value
$260.70K
Automatic Data Processing, Inc.
ADP
Shares Held
864
Value
$253.56K
Fabrinet
FN
Shares Held
842
Value
$307.01K
Argan, Inc.
AGX
Shares Held
836
Value
$225.79K
Trane Technologies plc
TT
Shares Held
810
Value
$341.79K
Northrop Grumman Corporation
NOC
Shares Held
786
Value
$479.22K