Stock Taper

BALBOA WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Visa Inc.V6.04K$2.07M
Chevron CorporationCVX6.08K$1.01M
Palo Alto Networks, Inc.PANW6.08K$2.07M
The Williams Companies, Inc.WMB6.08K$451.91K
The Charles Schwab CorporationSCHW6.32K$583.31K
Abbott LaboratoriesABT6.68K$606.1K
Merck & Co., Inc.MRK6.73K$864.64K
American Express CompanyAXP6.85K$2.32M
Dominion Energy, Inc.D7.02K$479.46K
Southern Copper CorporationSCCO7.04K$1.23M
Enterprise Products Partners L.P.EPD7.04K$258.9K
Collegium Pharmaceutical, Inc.COLL7.05K$255.35K
Smartstop Self Storage REIT IncSMA7.13K$231.66K
PACS Group, Inc.PACS7.41K$315.75K
Brookfield Renewable Partners L.P.BEP7.55K$262.35K
United Parcel Service, Inc.UPS7.58K$815.04K
Clear Secure, Inc.YOU7.7K$429.18K
Phibro Animal Health CorporationPAHC7.9K$248K
Bank of America CorporationBAC7.95K$453.09K
Box, Inc.BOX8.36K$221.85K