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Portfolio (Quarterly) Guide ↗

Walleye Partners, LLC

· CIK 0002068376
13F Portfolio $88M AUM 59 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 25 Added 14 Reduced 6 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 25,878.0 $12.9M 14.76% +254.0 +1.0% $500.39
2 L LOEWS CORP Financial Services 69,698.0 $7.9M 8.99% +494.0 +0.7% $113.21 -2.1%
3 AAPL APPLE INC Technology 10,591.0 $3.1M 3.49% +7K +178.1% $289.36 +7.1%
4 PSC PRINCIPAL EXCHANGE TRADED FD 42,336.0 $3.0M 3.38% +22K +107.9% $70.12 -0.7%
5 NVDA NVIDIA CORPORATION Technology 6,394.0 $1.3M 1.46% +2K +33.5% $200.10 +6.5%
6 EFV ISHARES TR 15,775.0 $1.2M 1.38% +5K +45.3% $76.55 +7.9%
7 IBDU ISHARES TR 49,611.0 $1.1M 1.31% +565.0 +1.1% $23.16 -0.3%
8 CGIE CAPITAL GROUP INTERNATIONAL 26,993.0 $993K 1.13% +495.0 +1.9% $36.78 +4.1%
9 IBDT ISHARES TR 33,705.0 $851K 0.97% +372.0 +1.1% $25.25 -0.1%
10 MSFT MICROSOFT CORP Technology 2,092.0 $780K 0.89% +61.0 +3.0% $373.02 +31.8%
11 AMZN AMAZON COM INC Consumer Cyclical 3,122.0 $744K 0.85% +176.0 +6.0% $238.34 +9.5%
12 HCRB HARTFORD FDS EXCHANGE TRADED 16,765.0 $587K 0.67% +3K +20.5% $34.99 -0.7%
13 CGHM CAPITAL GRP FIXED INCM ETF T 21,180.0 $548K 0.62% +4K +21.5% $25.85 -1.6%
14 GOOGL ALPHABET INC Communication Services 1,445.0 $516K 0.59% +49.0 +3.5% $357.37 -2.9%
15 ISHARES TR 19,793.0 $443K 0.51% +185.0 +0.9% $22.37
16 DFAS DIMENSIONAL ETF TRUST 5,185.0 $427K 0.49% +124.0 +2.5% $82.34 +0.3%
17 ISHARES TR 19,252.0 $417K 0.47% +182.0 +0.9% $21.65
18 ISHARES TR 17,423.0 $386K 0.44% +162.0 +0.9% $22.14
19 IBDR ISHARES TR 15,071.0 $365K 0.42% +150.0 +1.0% $24.23 +0.0%
20 TSLA TESLA INC Consumer Cyclical 815.0 $343K 0.39% +16.0 +2.0% $420.60 -16.7%
Page 1 of 2  ·  25 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
Financial Services 42.1%
Technology 23.5%
Communication Services 13.8%
Real Estate 11.9%
Consumer Cyclical 3.9%
Healthcare 2.4%
Utilities 1.6%
Consumer Defensive 0.7%