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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 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HCRB HARTFORD FDS EXCHANGE TRADED 16,765.0 $587K 0.67% +3K +20.5% $34.99 -0.7%
22 HROW HARROW INC Healthcare 13,477.0 $572K 0.65% $42.47 -2.7%
23 CGHM CAPITAL GRP FIXED INCM ETF T 21,180.0 $548K 0.62% +4K +21.5% $25.85 -1.6%
24 MGEE MGE ENERGY INC Utilities 6,668.0 $544K 0.62% $81.54 -3.1%
25 GOOGL ALPHABET INC Communication Services 1,445.0 $516K 0.59% +49.0 +3.5% $357.37 -2.9%
26 ISHARES TR 19,793.0 $443K 0.51% +185.0 +0.9% $22.37
27 DFAS DIMENSIONAL ETF TRUST 5,185.0 $427K 0.49% +124.0 +2.5% $82.34 +0.3%
28 ISHARES TR 19,252.0 $417K 0.47% +182.0 +0.9% $21.65
29 IJR ISHARES TR 2,640.0 $392K 0.45% $148.31 -1.1%
30 ISHARES TR 17,423.0 $386K 0.44% +162.0 +0.9% $22.14
31 VB VANGUARD INDEX FDS 1,220.0 $370K 0.42% $303.12 -0.0%
32 VMBS VANGUARD SCOTTSDALE FDS 7,863.0 $368K 0.42% -2K -21.0% $46.81 -0.8%
33 IBDR ISHARES TR 15,071.0 $365K 0.42% +150.0 +1.0% $24.23 +0.0%
34 FWD AB ACTIVE ETFS INC 2,367.0 $351K 0.40% NEW $148.14 -13.1%
35 TSLA TESLA INC Consumer Cyclical 815.0 $343K 0.39% +16.0 +2.0% $420.60 -16.7%
36 IGIB ISHARES TR 6,179.0 $329K 0.37% -2K -26.3% $53.17 -1.3%
37 AVGO BROADCOM INC Technology 859.0 $324K 0.37% +50.0 +6.2% $377.76 -5.6%
38 APH AMPHENOL CORP Technology 1,776.0 $313K 0.36% NEW $176.32 -9.9%
39 CSRE COHEN & STEERS ETF TRUST 10,690.0 $303K 0.35% NEW $28.38 +3.2%
40 GOOG ALPHABET INC 842.0 $298K 0.34% +114.0 +15.7% $353.33
Page 2 of 3  ·  59 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%