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

WILLNER & HELLER, LLC

· CIK 0001927796
13F Portfolio $160M AUM 165 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 55 Added 47 Reduced 7 Exited
Page 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPY STATE STR SPDR S&P 500 ETF T Financial Services 280.0 $209K 0.13% NEW $748.03 +2.8%
162 ANET ARISTA NETWORKS INC Technology 1,230.0 $209K 0.13% NEW $169.88 +15.0%
163 SPYI NEOS ETF TRUST 3,836.0 $204K 0.13% -921.0 -19.4% $53.08 +1.2%
164 XBI SPDR SERIES TRUST 1,284.0 $203K 0.13% NEW $158.25 +2.6%
165 PFN PIMCO INCOME STRATEGY FD II Financial Services 11,011.0 $79K 0.05% $7.13 -2.0%
Page 9 of 9  ·  165 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 49.7%
Financial Services 15.7%
Healthcare 10.3%
Industrials 7.1%
Consumer Cyclical 6.3%
Communication Services 5.5%
Consumer Defensive 2.9%
Utilities 1.5%
Basic Materials 0.5%
Energy 0.4%