Stock Taper

BALBOA WEALTH PARTNERS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Watts Water Technologies, Inc.WTS736$288.11K
Huntington Ingalls Industries, Inc.HII743$207.86K
KLA CorporationKLAC755$227.79K
Cigna CorporationCI777$214.31K
Chubb LimitedCB800$272.59K
Medpace Holdings, Inc.MEDP811$429.5K
FabrinetFN869$488.45K
Amgen Inc.AMGN907$328.46K
Cummins Inc.CMI935$666.97K
Automatic Data Processing, Inc.ADP949$212.44K
S&P Global Inc.SPGI957$389.56K
Linde plcLIN978$507.59K
Steel Dynamics, Inc.STLD979$224.64K
Celestica Inc.CLS1K$365.17K
Honeywell International Inc.HON1.03K$231.51K
Simon Property Group, Inc.SPG1.06K$236.82K
Bloom Energy CorporationBE1.07K$325.1K
AstraZeneca PLCAZN1.14K$216.36K
UnitedHealth Group IncorporatedUNH1.15K$477.53K
Cardinal Health, Inc.CAH1.18K$279.37K