BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

· CIK 0001812177
13F Portfolio $396M AUM 142 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 56 Added 38 Reduced 13 Exited
Page 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 D DOMINION ENERGY INC Utilities 3,885.0 $265K 0.07% NEW $68.29 -2.6%
122 SGRY SURGERY PARTNERS INC Healthcare 15,632.0 $263K 0.07% $16.80 -17.1%
123 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,222.0 $262K 0.07% -74.0 -2.2% $81.17 -9.7%
124 T AT&T INC Communication Services 12,454.0 $258K 0.07% NEW $20.70 +22.8%
125 CET CENTRAL SECS CORP Financial Services 4,875.0 $256K 0.07% $52.45 +4.1%
126 CAT CATERPILLAR INC Industrials 239.0 $254K 0.06% NEW $1064.35 -23.2%
127 VIRTUS CONVERTIBLE & INC FD 15,890.0 $253K 0.06% NEW $15.90
128 AMAT APPLIED MATLS INC Technology 343.0 $248K 0.06% NEW $723.00 -33.3%
129 BX BLACKSTONE INC Financial Services 2,031.0 $239K 0.06% +33.0 +1.6% $117.69 +22.1%
130 ARES ARES MANAGEMENT CORPORATION Financial Services 2,111.0 $235K 0.06% +43.0 +2.1% $111.29 +28.0%
131 PM PHILIP MORRIS INTL INC Consumer Defensive 1,269.0 $230K 0.06% $180.95 +5.3%
132 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 10,950.0 $226K 0.06% $20.67 -0.7%
133 ALL ALLSTATE CORP Financial Services 931.0 $222K 0.06% NEW $238.03 +8.2%
134 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 11,767.0 $221K 0.06% $18.82 -0.2%
135 CRWD CROWDSTRIKE HLDGS INC Technology 282.0 $215K 0.05% NEW $190.79 +19.5%
136 BANK OF AMER CORP 170.0 $213K 0.05% $1254.50
137 ENB ENBRIDGE INC Energy 3,745.0 $203K 0.05% NEW $54.21 -7.9%
138 HIO WESTERN ASSET HIGH INCOME OP Financial Services 50,985.0 $186K 0.05% $3.64 -4.7%
139 PDT HANCOCK JOHN PREM DIVID FD Financial Services 13,261.0 $172K 0.04% $12.95 -2.7%
140 NZF NUVEEN MUN CR INCOME FD Financial Services 11,972.0 $152K 0.04% NEW $12.68 -3.5%
Page 7 of 8  ·  142 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 25.1%
Healthcare 23.4%
Financial Services 15.5%
Consumer Defensive 11.5%
Industrials 10.5%
Consumer Cyclical 5.3%
Communication Services 3.2%
Real Estate 2.6%
Energy 1.4%
Utilities 0.8%