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Portfolio (Quarterly) Guide ↗

Balboa Wealth Partners

· CIK 0001929008
13F Portfolio $605M AUM 433 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 433 New
Page 8 of 22  ·  433 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CSCO CISCO SYS INC Technology 9,068.0 $699K 0.12% NEW $77.03 +54.3%
142 LNG CHENIERE ENERGY INC Energy 3,562.0 $692K 0.12% NEW $194.37 +27.5%
143 MRK MERCK & CO INC Healthcare 6,564.0 $691K 0.11% NEW $105.27 +6.9%
144 IWM ISHARES TR 2,801.0 $689K 0.11% NEW $246.16 +10.9%
145 MINT PIMCO ETF TR 6,859.0 $688K 0.11% NEW $100.34 +0.2%
146 IJH ISHARES TR 10,396.0 $686K 0.11% NEW $66.00 +8.3%
147 JEPI J P MORGAN EXCHANGE TRADED F 11,958.0 $684K 0.11% NEW $57.24 -2.0%
148 UPS UNITED PARCEL SERVICE INC Industrials 6,870.0 $681K 0.11% NEW $99.20 -3.7%
149 SPTL SPDR SERIES TRUST 25,652.0 $679K 0.11% NEW $26.47 -4.5%
150 SPSM SPDR SERIES TRUST 14,377.0 $674K 0.11% NEW $46.86 +10.6%
151 SUI SUN CMNTYS INC Real Estate 5,354.0 $663K 0.11% NEW $123.91 -1.9%
152 VB VANGUARD INDEX FDS 2,566.0 $662K 0.11% NEW $257.95 +8.2%
153 CGGR CAPITAL GROUP GROWTH ETF 14,884.0 $662K 0.11% NEW $44.47 +1.7%
154 WELL WELLTOWER INC Real Estate 3,447.0 $640K 0.11% NEW $185.59 +14.6%
155 VONV VANGUARD SCOTTSDALE FDS 6,903.0 $637K 0.10% NEW $92.30 +10.1%
156 BLOCK INC 9,721.0 $633K 0.10% NEW $65.09
157 GUT GABELLI UTIL TR Financial Services 104,579.0 $631K 0.10% NEW $6.03 +2.2%
158 BIL SPDR SERIES TRUST 6,898.0 $630K 0.10% NEW $91.38 +0.2%
159 GD GENERAL DYNAMICS CORP Industrials 1,831.0 $616K 0.10% NEW $336.65 +1.9%
160 SCHD SCHWAB STRATEGIC TR 22,376.0 $614K 0.10% NEW $27.43 +17.0%
Page 8 of 22  ·  433 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 40.6%
Consumer Cyclical 18.4%
Financial Services 15.9%
Communication Services 8.8%
Industrials 6.0%
Healthcare 3.4%
Consumer Defensive 2.3%
Energy 1.8%
Utilities 1.0%
Basic Materials 0.9%