Balboa Wealth Partners

Position in ASML — Asml Holding NV

CIK 1929008 SCOTTSDALE, AZ

Position in ASML

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,758,127

+$2,162,960 QoQ

Shares Held

3,397

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#659

of 2,474 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balboa Wealth Partners holds $10,221,141 across 6 Semiconductor Equipment & Materials names. ASML ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV This page	3,397	$6,758,127
2	AMAT	Applied Materials Inc /De	2,279	$1,647,717
3	LRCX	Lam Research Corp	2,187	$947,692
4	KLIC	Kulicke & Soffa Industries Inc	3,123	$417,732
5	KLAC	Kla Corp	755	$227,791
6	TER	Teradyne, Inc	459	$222,082

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,758,127	3,397	-2.4%	Shares	Sole	2026-08-10
2026-03-31	$4,595,167	3,479	-9.8%	Shares	Sole	2026-04-16
2025-12-31	$4,125,380	3,856	-1.8%	Shares	Sole	2026-01-16
2025-09-30	$3,800,721	3,926	+1.2%	Shares	Sole	2025-11-06
2025-06-30	$3,110,194	3,881	-36.1%	Shares	Sole	2025-07-29
2025-03-31	$4,025,477	6,075	+6.6%	Shares	Sole	2025-04-23
2024-12-31	$3,949,862	5,699	+58.2%	Shares	Sole	2025-02-10
2024-09-30	$3,001,366	3,602	+8.9%	Shares	Sole	2024-11-06
2024-06-30	$3,384,213	3,309	-23.8%	Shares	Sole	2024-08-13
2024-03-31	$4,216,692	4,345	+17.6%	Shares	Defined	2024-05-13
2023-12-31	$2,796,062	3,694	-0.8%	Shares	Defined	2024-02-09
2023-09-30	$2,192,169	3,724	+5.9%	Shares	Defined	2023-10-23
2023-06-30	$2,549,670	3,518	+3.6%	Shares	Defined	2023-08-08
2023-03-31	$2,311,010	3,395	+25.0%	Shares	Sole	2023-05-12
2022-12-31	$1,484,568	2,717	+7.5%	Shares	Defined	2023-02-14
2022-09-30	$1,049,589	2,527	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.