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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 19 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MYRG MYR GROUP INC Industrials 551.0 $276K 0.04% NEW $500.40 -36.0%
362 EFA ISHARES TR 2,643.0 $275K 0.04% -4K -58.5% $103.89 +4.1%
363 CB CHUBB LIMITED Financial Services 800.0 $273K 0.04% -34.0 -4.1% $340.74 +0.9%
364 SRLN SSGA ACTIVE ETF TR 6,735.0 $271K 0.04% -5K -40.5% $40.29 +0.7%
365 LMBS FIRST TR EXCHANGE-TRADED FD 5,436.0 $271K 0.04% +125.0 +2.4% $49.78 -0.5%
366 IVE ISHARES TR 1,190.0 $270K 0.04% -45.0 -3.6% $227.04 +4.4%
367 SBUX STARBUCKS CORP Consumer Cyclical 2,623.0 $268K 0.04% +79.0 +3.1% $102.19 +1.5%
368 EMHC SPDR SERIES TRUST 10,530.0 $268K 0.04% -8K -42.2% $25.44 -2.1%
369 BWXT BWX TECHNOLOGIES INC Industrials 1,370.0 $267K 0.04% NEW $194.65 -18.6%
370 QLYS QUALYS INC Technology 1,932.0 $266K 0.04% NEW $137.49 +30.4%
371 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,244.0 $265K 0.04% $50.53 -3.5%
372 TT TRANE TECHNOLOGIES PLC Industrials 538.0 $264K 0.04% -40.0 -6.9% $491.16 -7.2%
373 BITWISE FUNDS TRUST 10,775.0 $264K 0.04% $24.50
374 SPLB SPDR SERIES TRUST 11,775.0 $264K 0.04% -7K -38.8% $22.40 -4.8%
375 FIRST TR EXCHANGE-TRADED FD 8,284.0 $263K 0.04% -99.0 -1.2% $31.76
376 BLBD BLUE BIRD CORP Consumer Cyclical 3,329.0 $263K 0.04% NEW $78.96 -21.3%
377 BEP BROOKFIELD RENEWABLE ENERGY Utilities 7,554.0 $262K 0.04% NEW $34.73 -4.7%
378 PFF ISHARES TR 8,583.0 $262K 0.04% -233.0 -2.6% $30.49 -0.0%
379 ULTA ULTA BEAUTY INC Consumer Cyclical 580.0 $262K 0.04% -107.0 -15.6% $450.98 +14.9%
380 SPMD SPDR SERIES TRUST 3,860.0 $261K 0.04% -2K -33.8% $67.56 -0.4%
Page 19 of 24  ·  476 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 45.8%
Consumer Cyclical 15.0%
Financial Services 12.9%
Industrials 8.4%
Communication Services 7.4%
Healthcare 3.2%
Consumer Defensive 2.2%
Energy 2.0%
Utilities 1.3%
Basic Materials 1.0%