Stock Taper 
BALBOA WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Western Digital Corporation | WDC | 1.19K | $759.44K |
 Kaiser Aluminum Corporation | KALU | 1.21K | $236.71K |
 Applied Industrial Technologies, Inc. | AIT | 1.22K | $412.2K |
 Quanta Services, Inc. | PWR | 1.25K | $902.93K |
 Union Pacific Corporation | UNP | 1.27K | $345.72K |
 State Street Corporation | STT | 1.32K | $224.55K |
 Texas Instruments Incorporated | TXN | 1.34K | $399.71K |
 Illinois Tool Works Inc. | ITW | 1.34K | $363.05K |
 3M Company | MMM | 1.35K | $219.08K |
 BWX Technologies, Inc. | BWXT | 1.37K | $266.67K |
 Coherent, Inc. | COHR | 1.37K | $541.61K |
 Plexus Corp. | PLXS | 1.39K | $416.43K |
 Caterpillar Inc. | CAT | 1.41K | $1.51M |
 Parker-Hannifin Corporation | PH | 1.46K | $1.43M |
 Eli Lilly and Company | LLY | 1.48K | $1.77M |
 Arthur J. Gallagher & Co. | AJG | 1.48K | $340.08K |
 Waste Management, Inc. | WM | 1.54K | $342.51K |
 NetApp, Inc. | NTAP | 1.56K | $241.27K |
 Cloudflare, Inc. | NET | 1.59K | $390.49K |
 Mid-America Apartment Communities, Inc. | MAA | 1.62K | $224.81K |