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Portfolio (Quarterly) Guide ↗

Walleye Partners, LLC

· CIK 0002068376
13F Portfolio $90M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VXUS VANGUARD STAR FDS 4,313.0 $325K 0.36% NEW $75.44 +9.7%
42 VB VANGUARD INDEX FDS 1,220.0 $315K 0.35% NEW $257.95 +7.9%
43 CGHM CAPITAL GRP FIXED INCM ETF T 11,756.0 $300K 0.33% NEW $25.48 -0.5%
44 GOOGL ALPHABET INC Communication Services 947.0 $296K 0.33% NEW $313.00 +25.5%
45 LIBERTY LIVE HOLDINGS INC 3,480.0 $289K 0.32% NEW $83.16
46 DFAS DIMENSIONAL ETF TRUST 4,134.0 $288K 0.32% NEW $69.67 +7.7%
47 DSTL ETF SER SOLUTIONS 4,824.0 $284K 0.32% NEW $58.90 -1.2%
48 VBR VANGUARD INDEX FDS 1,270.0 $269K 0.30% NEW $211.79 +6.8%
49 TSLA TESLA INC Consumer Cyclical 584.0 $263K 0.29% NEW $449.72 -10.7%
50 EFG ISHARES TR 2,265.0 $258K 0.29% NEW $113.92 +3.8%
51 VIG VANGUARD SPECIALIZED FUNDS 1,138.0 $250K 0.28% NEW $219.78 +4.3%
52 MFS ACTIVE EXCHANGE TRADED F 8,200.0 $250K 0.28% NEW $30.45
53 SPYV SPDR SERIES TRUST 4,300.0 $244K 0.27% NEW $56.81 +5.4%
54 IBTO ISHARES TR 8,645.0 $212K 0.24% NEW $24.55 -2.9%
55 PAGS PAGSEGURO DIGITAL LTD Technology 15,590.0 $150K 0.17% NEW $9.64 -7.3%
Page 3 of 3  ·  55 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 44.1%
Communication Services 17.5%
Technology 17.2%
Real Estate 14.8%
Consumer Cyclical 2.5%
Healthcare 2.1%
Utilities 1.7%