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Portfolio (Quarterly) Guide ↗

WILLNER & HELLER, LLC

· CIK 0001927796
13F Portfolio $139M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DON WISDOMTREE TR 3,904.0 $201K 0.14% NEW $51.60 +6.3%
162 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 412.0 $201K 0.14% NEW $487.25 +15.7%
163 SPOT SPOTIFY TECHNOLOGY S A Communication Services 345.0 $200K 0.14% NEW $580.71 -25.4%
164 PFN PIMCO INCOME STRATEGY FD II Financial Services 11,011.0 $83K 0.06% NEW $7.50 -8.9%
165 ABRDN GLOBAL PREMIER PPTYS F 10,100.0 $39K 0.03% NEW $3.84
Page 9 of 9  ·  165 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
Technology 43.1%
Financial Services 16.0%
Healthcare 14.0%
Industrials 7.2%
Communication Services 7.1%
Consumer Cyclical 6.9%
Consumer Defensive 3.7%
Energy 0.7%
Utilities 0.7%
Basic Materials 0.6%