Position in WTS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$288,107
+$7,107 QoQ
Shares Held
736
-24.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#391
of 574 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Balboa Wealth Partners holds $5,396,921 across 10 Specialty Industrial Machinery names. WTS ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,462 | $1,430,011 | |
| 2 | ETN |
Eaton Corp plc
|
2,003 | $853,518 | |
| 3 | CMI |
Cummins Inc
|
935 | $666,851 | |
| 4 | GEV |
GE Vernova Inc.
|
530 | $622,675 | |
| 5 | MWA |
Mueller Water Products, Inc.
|
18,932 | $489,013 | |
| 6 | ITW |
Illinois Tool Works Inc
|
1,342 | $362,970 | |
| 7 | EMR |
Emerson Electric Co
|
2,324 | $332,680 | |
| 8 | WTS |
Watts Water Technologies Inc
This page
|
736 | $288,107 |
All Filings in WTS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,107 | 736 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $281,000 | 968 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $208,901 | 748 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||