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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HROW HARROW INC Healthcare 13,477.0 $660K 0.73% NEW $49.00 -37.1%
22 EFV ISHARES TR 8,769.0 $626K 0.70% NEW $71.41 +8.9%
23 ISHARES TR 28,789.0 $571K 0.64% NEW $19.85
24 NVDA NVIDIA CORPORATION Technology 2,977.0 $555K 0.62% NEW $186.52 +18.5%
25 IGIB ISHARES TR 9,728.0 $524K 0.58% NEW $53.88 -2.6%
26 MGEE MGE ENERGY INC Utilities 6,626.0 $520K 0.58% NEW $78.42 -4.9%
27 AKRE PROFESIONALLY MANAGED PORTFO 7,922.0 $519K 0.58% NEW $65.51 -16.7%
28 AMZN AMAZON COM INC Consumer Cyclical 2,210.0 $510K 0.57% NEW $230.82 +12.9%
29 MSTR STRATEGY INC Technology 3,171.0 $482K 0.54% NEW $151.95 +9.5%
30 JMTG J P MORGAN EXCHANGE TRADED F 9,231.0 $471K 0.52% NEW $51.06 -1.9%
31 VMBS VANGUARD SCOTTSDALE FDS 9,957.0 $469K 0.52% NEW $47.08 -2.1%
32 ISHARES TR 21,340.0 $438K 0.49% NEW $20.53
33 ISHARES TR 19,491.0 $438K 0.49% NEW $22.47
34 ISHARES TR 18,955.0 $416K 0.46% NEW $21.94
35 IGSB ISHARES TR 7,761.0 $410K 0.46% NEW $52.88 -1.3%
36 ISHARES TR 16,900.0 $390K 0.43% NEW $23.07
37 ISHARES TR 17,159.0 $384K 0.43% NEW $22.37
38 HCRB HARTFORD FDS EXCHANGE TRADED 10,638.0 $377K 0.42% NEW $35.43 -2.3%
39 IBDR ISHARES TR 14,821.0 $359K 0.40% NEW $24.23 -0.1%
40 IJR ISHARES TR 2,869.0 $345K 0.38% NEW $120.18 +10.7%
Page 2 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%