WILLNER & HELLER, LLC: 13F holdings
CIK 19277962026Q2
| Positions | 165 |
|---|---|
| Reported value | $159.7m |
| Filed | 2026-07-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 43,052 | $8.6m | 5.4% |
| RDVY FIRST TR EXCHANGE TRADED FD | 67,620 | $5.5m | 3.4% |
| AAPL APPLE INC | 18,794 | $5.4m | 3.4% |
| IWF ISHARES TR | 39,027 | $4.8m | 3.0% |
| AMD ADVANCED MICRO DEVICES INC | 8,327 | $4.8m | 3.0% |
| LRCX LAM RESEARCH CORP | 8,951 | $3.9m | 2.4% |
| MSFT MICROSOFT CORP | 9,813 | $3.7m | 2.3% |
| GOOGL ALPHABET INC | 10,222 | $3.7m | 2.3% |
| AMAT APPLIED MATLS INC | 4,593 | $3.3m | 2.1% |
| AMZN AMAZON COM INC | 13,611 | $3.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1927796")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.