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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $87.6B AUM 3,913 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 557 New 1803 Added 1445 Reduced 691 Exited
Page 12 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BK BANK OF NY MELLON CORP Financial Services 395,669.0 $57.2M 0.07% +230K +138.7% $144.61 -0.6%
222 DE CALL DEERE & CO Industrials 90,200.0 $57.2M 0.07% +24K +37.3% $634.33 +2.1%
223 DIS PUT DISNEY WALT CO Communication Services 594,100.0 $57.2M 0.07% +215K +56.7% $96.25 +12.0%
224 CIFR CALL CIPHER DIGITAL INC Financial Services 2,328,300.0 $57.0M 0.07% +47K +2.1% $24.50 -35.6%
225 MS PUT MORGAN STANLEY Financial Services 271,700.0 $56.8M 0.07% +42K +18.3% $209.04 +2.5%
226 BX CALL BLACKSTONE INC Financial Services 479,500.0 $56.4M 0.06% +11K +2.4% $117.67 +21.8%
227 COHR CALL COHERENT CORP Technology 142,800.0 $56.3M 0.06% +50K +53.7% $394.47 -26.6%
228 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 475,800.0 $56.2M 0.06% +313K +191.5% $118.21 -6.6%
229 APLD CALL APPLIED DIGITAL CORP Technology 1,496,400.0 $55.8M 0.06% +336K +28.9% $37.30 -27.1%
230 APH CALL AMPHENOL CORP Technology 316,100.0 $55.7M 0.06% +266K +525.9% $176.32 -11.0%
231 BKNG BOOKING HOLDINGS INC Consumer Cyclical 310,566.0 $55.4M 0.06% +306K +6468.6% $178.24 +17.6%
232 MCD CALL MCDONALDS CORP Consumer Cyclical 202,400.0 $54.7M 0.06% +61K +43.2% $270.31 +0.2%
233 AMD ADVANCED MICRO DEVICES INC Technology 94,112.0 $54.7M 0.06% +3K +2.9% $580.91 -18.5%
234 ISRG CALL INTUITIVE SURGICAL INC Healthcare 137,300.0 $54.6M 0.06% +64K +86.3% $397.68 -4.7%
235 DDOG PUT DATADOG INC Technology 207,600.0 $54.1M 0.06% +82K +65.4% $260.36 -9.5%
236 OXY PUT OCCIDENTAL PETE CORP Energy 1,105,700.0 $53.7M 0.06% +15K +1.4% $48.57 +26.2%
237 SCHW PUT SCHWAB CHARLES CORP Financial Services 581,900.0 $53.7M 0.06% +77K +15.3% $92.27 +21.7%
238 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 196,900.0 $53.5M 0.06% +93K +89.9% $271.95 -15.2%
239 MA CALL MASTERCARD INCORPORATED Financial Services 103,300.0 $53.1M 0.06% +22K +27.7% $513.60 +13.1%
240 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 119,300.0 $52.2M 0.06% +48K +68.5% $437.64 -12.3%
Page 12 of 91  ·  1,803 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 39.5%
Financial Services 14.9%
Communication Services 14.7%
Consumer Cyclical 8.5%
Healthcare 8.3%
Industrials 5.9%
Energy 2.3%
Basic Materials 2.1%
Consumer Defensive 2.0%
Utilities 1.3%