Position in ON
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$382,792
-$114,369 QoQ
Shares Held
4,049
-57.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#629
of 993 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Balboa Wealth Partners holds $134,909,303 across 13 Semiconductors names. ON ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
249,510 | $49,924,455 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
68,284 | $39,666,858 | |
| 3 | MU |
Micron Technology Inc
|
13,707 | $15,821,853 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
25,602 | $12,226,747 | |
| 5 | AVGO |
Broadcom Inc.
|
23,448 | $8,857,482 | |
| 6 | INTC |
Intel Corp
|
18,380 | $2,566,399 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
8,580 | $2,555,896 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
2,960 | $1,049,527 |
All Filings in ON
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,792 | 4,049 | Shares | Sole | 2026-08-10 | |
| 2025-06-30 | $497,161 | 9,486 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $391,804 | 9,629 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $636,931 | 10,102 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $727,697 | 10,022 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $818,007 | 11,933 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $878,407 | 11,943 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $212,204 | 2,283 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||