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Portfolio (Quarterly) Guide ↗

Balboa Wealth Partners

· CIK 0001929008
13F Portfolio $734M AUM 476 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 79 New 148 Added 184 Reduced 58 Exited
Page 10 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TETRA TECH INC NEW 11,000.0 $12K 0.00% -18K -62.1% $1.05
182 PG&E CORP 11,000.0 $11K 0.00% -22K -66.7% $1.02
183 HALOZYME THERAPEUTICS INC 10,000.0 $11K 0.00% -18K -64.3% $1.11
184 NORTHERN OIL & GAS INC 11,000.0 $10K 0.00% -22K -66.7% $0.95
Page 10 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.3%
Consumer Cyclical 15.5%
Financial Services 13.3%
Industrials 8.7%
Communication Services 4.5%
Healthcare 3.3%
Consumer Defensive 2.3%
Energy 2.0%
Utilities 1.3%
Basic Materials 1.1%