Stock Taper 
BALBOA WEALTH PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Trane Technologies plc | TT | 538 | $264.24K |
 Talen Energy Corporation | TLN | 534 | $205.19K |
 GE Vernova Inc. | GEV | 530 | $622.68K |
 Teradyne, Inc. | TER | 459 | $222.08K |
 Axon Enterprise, Inc. | AXON | 444 | $248.91K |
 Elbit Systems Ltd. | ESLT | 444 | $336.69K |
 Rockwell Automation, Inc. | ROK | 438 | $216.93K |
 Comfort Systems USA, Inc. | FIX | 286 | $566.84K |
 Lumentum Holdings Inc. | LITE | 279 | $239.4K |
 Sandisk Corporation | SNDK | 204 | $463.84K |
 MercadoLibre, Inc. | MELI | 178 | $302.13K |
 Berkshire Hathaway Inc. | BRK-A | 8 | $5.99M |