Stock Taper 
BALBOA WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 25.6K | $12.23M |
 Applied Digital Corp. | APLD | 23.8K | $887.74K |
 Broadcom Inc. | AVGO | 23.45K | $8.86M |
 Archer Aviation Inc. | ACHR | 23.13K | $109.38K |
 ServiceNow, Inc. | NOW | 21.51K | $2.14M |
 Vertiv Holdings Co | VRT | 19.86K | $6.65M |
 AvePoint, Inc. | AVPT | 19.66K | $220.42K |
 Arlo Technologies, Inc. | ARLO | 19.13K | $257.86K |
 Mueller Water Products, Inc. | MWA | 18.93K | $489.01K |
 Alphabet Inc. | GOOGL | 18.91K | $6.76M |
 Rithm Capital Corp. | RITM | 18.81K | $176.61K |
 Intel Corp. | INTC | 18.38K | $2.57M |
 Meta Platforms, Inc. | META | 17.42K | $9.81M |
 Kratos Defense & Security Solutions, Inc. | KTOS | 17.22K | $858.49K |
 Upwork Inc. | UPWK | 16.72K | $139.77K |
 Novo Nordisk A/S | NVO | 15.45K | $740.72K |
 Chipotle Mexican Grill, Inc. | CMG | 15.32K | $521.05K |
 Nokia Oyj | NOK | 14.6K | $193.9K |
 Berkshire Hathaway Inc. | BRK-B | 14.05K | $7.03M |
 AppLovin Corporation | APP | 13.75K | $7.09M |