Stock Taper 
BALBOA WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Plexus Corp. | PLXS | 1.39K | $416.43K |
 Coherent, Inc. | COHR | 1.37K | $541.61K |
 BWX Technologies, Inc. | BWXT | 1.37K | $266.67K |
 3M Company | MMM | 1.35K | $219.08K |
 Illinois Tool Works Inc. | ITW | 1.34K | $363.05K |
 Texas Instruments Incorporated | TXN | 1.34K | $399.71K |
 State Street Corporation | STT | 1.32K | $224.55K |
 Union Pacific Corporation | UNP | 1.27K | $345.72K |
 Quanta Services, Inc. | PWR | 1.25K | $902.93K |
 Applied Industrial Technologies, Inc. | AIT | 1.22K | $412.2K |
 Kaiser Aluminum Corporation | KALU | 1.21K | $236.71K |
 Western Digital Corporation | WDC | 1.19K | $759.44K |
 Cardinal Health, Inc. | CAH | 1.18K | $279.37K |
 UnitedHealth Group Incorporated | UNH | 1.15K | $477.53K |
 AstraZeneca PLC | AZN | 1.14K | $216.36K |
 Bloom Energy Corporation | BE | 1.07K | $325.1K |
 Simon Property Group, Inc. | SPG | 1.06K | $236.82K |
 Honeywell International Inc. | HON | 1.03K | $231.51K |
 Celestica Inc. | CLS | 1K | $365.17K |
 Steel Dynamics, Inc. | STLD | 979 | $224.64K |