Stock Taper

BALBOA WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nebius Group N.V.NBIS11.39K$3.15M
Duke Energy CorporationDUK11.59K$1.47M
Ford Motor CompanyF11.82K$164.37K
Robinhood Markets, Inc.HOOD11.9K$1.19M
Kinder Morgan, Inc.KMI12.12K$387.57K
Cisco Systems, Inc.CSCO12.48K$1.47M
Cameco CorporationCCJ12.8K$1.3M
Southern Missouri Bancorp, Inc.SMBC12.94K$986.37K
The Boeing CompanyBA12.96K$2.8M
BP p.l.c.BP13.35K$493.44K
NuScale Power CorporationSMR13.38K$134.25K
Micron Technology, Inc.MU13.71K$15.82M
AppLovin CorporationAPP13.75K$7.09M
Berkshire Hathaway Inc.BRK-B14.05K$7.03M
Nokia OyjNOK14.6K$193.9K
Chipotle Mexican Grill, Inc.CMG15.32K$521.05K
Novo Nordisk A/SNVO15.45K$740.72K
Upwork Inc.UPWK16.72K$139.77K
Kratos Defense & Security Solutions, Inc.KTOS17.22K$858.49K
Meta Platforms, Inc.META17.42K$9.81M