Stock Taper 
BALBOA WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Linde plc | LIN | 978 | $507.59K |
 S&P Global Inc. | SPGI | 957 | $389.56K |
 Automatic Data Processing, Inc. | ADP | 949 | $212.44K |
 Cummins Inc. | CMI | 935 | $666.97K |
 Amgen Inc. | AMGN | 907 | $328.46K |
 Fabrinet | FN | 869 | $488.45K |
 Medpace Holdings, Inc. | MEDP | 811 | $429.5K |
 Chubb Limited | CB | 800 | $272.59K |
 Cigna Corporation | CI | 777 | $214.31K |
 KLA Corporation | KLAC | 755 | $227.79K |
 Huntington Ingalls Industries, Inc. | HII | 743 | $207.86K |
 Watts Water Technologies, Inc. | WTS | 736 | $288.11K |
 Seagate Technology Holdings plc | STX | 697 | $672.61K |
 Northrop Grumman Corporation | NOC | 676 | $344.38K |
 Moody's Corporation | MCO | 669 | $303.15K |
 Argan, Inc. | AGX | 653 | $521.11K |
 Ulta Beauty, Inc. | ULTA | 580 | $261.57K |
 McKesson Corporation | MCK | 565 | $426.95K |
 Ciena Corporation | CIEN | 563 | $276.19K |
 MYR Group Inc. | MYRG | 551 | $275.72K |