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Portfolio (Quarterly) Guide ↗

WILLNER & HELLER, LLC

· CIK 0001927796
13F Portfolio $134M AUM 161 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 55 Added 50 Reduced 14 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GDX VANECK ETF TRUST 3,562.0 $327K 0.24% -237.0 -6.2% $91.76 -6.2%
42 IJS ISHARES TR 2,719.0 $322K 0.24% -198.0 -6.8% $118.46 +8.3%
43 LHX L3HARRIS TECHNOLOGIES INC Industrials 915.0 $316K 0.23% -16.0 -1.7% $345.29 -11.3%
44 KO COCA COLA CO Consumer Defensive 3,863.0 $294K 0.22% -321.0 -7.7% $76.05 +6.7%
45 XOM EXXON MOBIL CORP Energy 1,725.0 $293K 0.22% -20.0 -1.1% $169.65 -7.9%
46 BLK BLACKROCK INC Financial Services 291.0 $280K 0.21% -7.0 -2.4% $963.00 +10.5%
47 VOOG VANGUARD ADMIRAL FDS INC 676.0 $275K 0.20% -23.0 -3.3% $407.50 -79.8%
48 PEXL PACER FDS TR 4,643.0 $272K 0.20% -79.0 -1.7% $58.68 +18.8%
49 REGN REGENERON PHARMACEUTICALS Healthcare 311.0 $240K 0.18% -68.0 -17.9% $772.59 -15.9%
50 BALI BLACKROCK ETF TRUST 7,243.0 $223K 0.17% -2K -17.4% $30.81 +9.7%
Page 3 of 3  ·  50 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 43.7%
Financial Services 15.8%
Healthcare 12.2%
Industrials 8.0%
Consumer Cyclical 7.3%
Communication Services 6.8%
Consumer Defensive 3.4%
Energy 1.2%
Utilities 0.9%
Basic Materials 0.6%