WILLNER & HELLER, LLC
WILLNER & HELLER, LLC reported 165 positions worth $159.7M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: NVDA (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $8.6M | 5.39% | 43,052 | — | — | |
| ▸ 2 | RDVY | SH | $5.5M | 3.43% | 67,620 | — | — | |
| ▸ 3 | AAPL | SH | $5.4M | 3.40% | 18,794 | — | — | |
| ▸ 4 | IWF | SH | $4.8M | 3.03% | 39,027 | — | — | |
| ▸ 5 | AMD | SH | $4.8M | 3.03% | 8,327 | — | — | |
| ▸ 6 | LRCX | SH | $3.9M | 2.43% | 8,951 | — | — | |
| ▸ 7 | MSFT | SH | $3.7M | 2.29% | 9,813 | — | — | |
| ▸ 8 | GOOGL | SH | $3.7M | 2.29% | 10,222 | — | — | |
| ▸ 9 | AMAT | SH | $3.3M | 2.08% | 4,593 | — | — | |
| ▸ 10 | AMZN | SH | $3.2M | 2.03% | 13,611 | — | — |
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Frequently Asked Questions
What stocks does WILLNER & HELLER, LLC hold as of Q2 2026?
WILLNER & HELLER, LLC reported 165 positions worth $159.7M in its Q2 2026 13F filing. Largest positions: NVDA (5.4%), RDVY (3.4%), AAPL (3.4%), IWF (3.0%) and AMD (3.0%).
What did WILLNER & HELLER, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WILLNER & HELLER, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.