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Portfolio (Quarterly) Guide ↗

Walleye Partners, LLC

· CIK 0002068376
13F Portfolio $81M AUM 54 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 20 Added 12 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSC PRINCIPAL EXCHANGE TRADED FD 20,367.0 $1.2M 1.43% NEW $57.32 +8.8%
2 AVGO BROADCOM INC Technology 809.0 $250K 0.31% NEW $309.51 +32.8%
3 SPYM SPDR SERIES TRUST 3,238.0 $248K 0.30% NEW $76.54 +12.8%
4 ENTERGY CORP NEW 1,972.0 $222K 0.27% NEW $112.36
5 MUNI PIMCO ETF TR 4,020.0 $210K 0.26% NEW $52.19 -0.6%
6 GOOG ALPHABET INC Communication Services 728.0 $209K 0.26% NEW $286.86 +37.0%
7 JNJ JOHNSON & JOHNSON Healthcare 844.0 $206K 0.25% NEW $244.44 -6.3%
8 BKNG BOOKING HOLDINGS INC Consumer Cyclical 48.0 $202K 0.25% NEW $4210.33 -96.3%
9 IMMUNITYBIO INC 11,394.0 $87K 0.11% NEW $7.67

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 46.1%
Communication Services 17.6%
Technology 15.3%
Real Estate 12.8%
Consumer Cyclical 3.9%
Healthcare 2.4%
Utilities 1.8%