Stock Taper 
BALBOA WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PepsiCo, Inc. | PEP | 2.98K | $404.23K |
 CrowdStrike Holdings, Inc. | CRWD | 3K | $2.29M |
 Kulicke and Soffa Industries, Inc. | KLIC | 3.12K | $417.73K |
 Space Exploration Technologies Corp. | SPCX | 3.23K | $552.22K |
 Welltower Inc. | WELL | 3.31K | $750.27K |
 The Home Depot, Inc. | HD | 3.31K | $1.17M |
 Blue Bird Corporation | BLBD | 3.33K | $262.86K |
 Dell Technologies Inc. | DELL | 3.38K | $1.46M |
 ASML Holding N.V. | ASML | 3.4K | $6.76M |
 Boyd Gaming Corporation | BYD | 3.44K | $303.77K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 3.54K | $351.87K |
 Consolidated Edison, Inc. | ED | 3.65K | $404.36K |
 MPLX Lp | MPLX | 3.72K | $209.6K |
 Amphenol Corporation | APH | 3.81K | $671.75K |
 Allient Inc. | ALNT | 3.82K | $392.78K |
 Delta Air Lines, Inc. | DAL | 3.82K | $358.06K |
 Arista Networks, Inc. | ANET | 3.84K | $652K |
 Citigroup Inc. | C | 3.89K | $544.79K |
 U.S. Bancorp | USB | 3.92K | $236.98K |
 The Walt Disney Company | DIS | 4K | $385.39K |