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Portfolio (Quarterly) Guide ↗

Balboa Wealth Partners

· CIK 0001929008
13F Portfolio $596.2B AUM 455 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 65 New 177 Added 140 Reduced 43 Exited
Page 19 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IJT ISHARES TR 1,659.0 $240K 0.04% $144.72 +9.5%
362 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,548.0 $239K 0.04% NEW $93.87 +96.4%
363 KLIC KULICKE & SOFFA INDS INC Technology 3,638.0 $239K 0.04% NEW $65.72 +58.4%
364 AZN ASTRAZENECA PLC Healthcare 1,205.0 $238K 0.04% NEW $197.22 -7.9%
365 PACS PACS GROUP INC Financial Services 7,392.0 $237K 0.04% NEW $32.12 +23.4%
366 GPRF GOLDMAN SACHS ETF TR 4,739.0 $236K 0.04% +495.0 +11.7% $49.81 +0.7%
367 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 7,115.0 $235K 0.04% +3K +57.7% $33.07 +5.3%
368 EQT EQT CORP Energy 3,696.0 $235K 0.04% NEW $63.64 -11.1%
369 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,244.0 $235K 0.04% NEW $44.84 +10.8%
370 IYW ISHARES TR 1,293.0 $235K 0.04% -15K -92.0% $181.42 +31.6%
371 MAA MID-AMER APT CMNTYS INC Real Estate 1,911.0 $233K 0.04% -205.0 -9.7% $122.12 +4.2%
372 EBND SPDR SERIES TRUST 11,259.0 $232K 0.04% +168.0 +1.5% $20.64 +0.3%
373 LITHIUM ARGENTINA AG 34,588.0 $231K 0.04% -240.0 -0.7% $6.68
374 USMV ISHARES TR 2,482.0 $230K 0.04% $92.74 +2.1%
375 SBUX STARBUCKS CORP Consumer Cyclical 2,544.0 $228K 0.04% +28.0 +1.1% $89.59 +18.8%
376 ALNT ALLIENT INC Technology 3,834.0 $227K 0.04% NEW $59.09 +3.8%
377 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,729.0 $227K 0.04% NEW $131.01 +6.3%
378 LHX L3HARRIS TECHNOLOGIES INC Industrials 653.0 $225K 0.04% NEW $345.18 -10.9%
379 CGNG CAPITAL GROUP NEW GEOGRAPHY 7,073.0 $223K 0.04% $31.57 +12.0%
380 FIRST TR EXCHANGE-TRADED FD 8,383.0 $223K 0.04% +347.0 +4.3% $26.56
Page 19 of 23  ·  455 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 39.1%
Consumer Cyclical 16.8%
Financial Services 13.9%
Communication Services 8.6%
Industrials 8.3%
Healthcare 3.8%
Energy 2.9%
Consumer Defensive 2.8%
Utilities 1.4%
Basic Materials 1.3%