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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 RSP INVESCO EXCHANGE TRADED FD T 94,324.0 $18.1M 22.23% -5K -5.0% $191.92 +5.1%
2 META META PLATFORMS INC Communication Services 7,607.0 $4.4M 5.34% -87.0 -1.1% $572.13 +6.8%
3 IVV ISHARES TR 4,188.0 $2.7M 3.36% -165.0 -3.8% $653.26 +12.8%
4 PAR PAR TECHNOLOGY CORP Technology 72,624.0 $968K 1.19% -1K -2.0% $13.33 +5.0%
5 IBDS ISHARES TR 39,844.0 $966K 1.19% -3K -7.9% $24.24 -0.2%
6 IBDT ISHARES TR 33,333.0 $844K 1.04% -1K -3.1% $25.33 -0.5%
7 IGIB ISHARES TR 8,386.0 $446K 0.55% -1K -13.8% $53.22 -1.4%
8 IGSB ISHARES TR 7,640.0 $402K 0.49% -121.0 -1.6% $52.56 -0.7%
9 IJR ISHARES TR 2,647.0 $329K 0.40% -222.0 -7.7% $124.31 +7.1%
10 VXUS VANGUARD STAR FDS 4,101.0 $316K 0.39% -212.0 -4.9% $77.11 +7.4%
11 VBR VANGUARD INDEX FDS 1,188.0 $258K 0.32% -82.0 -6.5% $217.26 +4.1%
12 VIG VANGUARD SPECIALIZED FUNDS 1,095.0 $235K 0.29% -43.0 -3.8% $215.06 +6.7%

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%