Stock Taper 
BALBOA WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 8 | $5.99M |
 MercadoLibre, Inc. | MELI | 178 | $302.13K |
 Sandisk Corporation | SNDK | 204 | $463.84K |
 Lumentum Holdings Inc. | LITE | 279 | $239.4K |
 Comfort Systems USA, Inc. | FIX | 286 | $566.84K |
 Rockwell Automation, Inc. | ROK | 438 | $216.93K |
 Elbit Systems Ltd. | ESLT | 444 | $336.69K |
 Axon Enterprise, Inc. | AXON | 444 | $248.91K |
 Teradyne, Inc. | TER | 459 | $222.08K |
 GE Vernova Inc. | GEV | 530 | $622.68K |
 Talen Energy Corporation | TLN | 534 | $205.19K |
 Trane Technologies plc | TT | 538 | $264.24K |
 MYR Group Inc. | MYRG | 551 | $275.72K |
 Ciena Corporation | CIEN | 563 | $276.19K |
 McKesson Corporation | MCK | 565 | $426.95K |
 Ulta Beauty, Inc. | ULTA | 580 | $261.57K |
 Argan, Inc. | AGX | 653 | $521.11K |
 Moody's Corporation | MCO | 669 | $303.15K |
 Northrop Grumman Corporation | NOC | 676 | $344.38K |
 Seagate Technology Holdings plc | STX | 697 | $672.61K |