Position in BOX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$221,847
New position
Shares Held
8,359
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#252
of 391 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Balboa Wealth Partners holds $36,018,493 across 14 Software - Infrastructure names. BOX ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
56,576 | $21,103,979 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
44,701 | $5,215,265 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
12,020 | $2,293,235 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,078 | $2,072,719 | |
| 5 | ORCL |
Oracle Corp
|
10,462 | $1,533,206 | |
| 6 | FTNT |
Fortinet, Inc.
|
9,481 | $1,456,471 | |
| 7 | XYZ |
Block, Inc.
|
5,473 | $415,948 | |
| 8 | NET |
Cloudflare, Inc.
|
1,592 | $390,485 |
All Filings in BOX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,847 | 8,359 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||