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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 14 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLV CALL SELECT SECTOR SPDR TR 288,100.0 $45.7M 0.05% +250K +660.2% $158.66 +10.1%
262 CNC PUT CENTENE CORP DEL Healthcare 710,100.0 $45.6M 0.05% +258K +57.2% $64.19 +1.3%
263 TLT CALL ISHARES TR 524,500.0 $45.3M 0.05% +228K +77.1% $86.42 -5.1%
264 DOCN CALL DIGITALOCEAN HLDGS INC Technology 288,100.0 $45.2M 0.05% +111K +62.5% $157.03 -26.4%
265 DASH CALL DOORDASH INC Communication Services 244,900.0 $45.2M 0.05% +94K +62.4% $184.53 +21.1%
266 MCD PUT MCDONALDS CORP Consumer Cyclical 166,600.0 $45.0M 0.05% +15K +9.8% $270.31 +0.2%
267 MSTR PUT STRATEGY INC Technology 516,700.0 $44.9M 0.05% +96K +22.8% $86.93 +37.2%
268 XLF SELECT SECTOR SPDR TR 829,456.0 $44.5M 0.05% +663K +399.4% $53.61 +7.2%
269 AXP PUT AMERICAN EXPRESS CO Financial Services 130,700.0 $44.2M 0.05% +3K +2.4% $338.25 -0.7%
270 HPE HEWLETT PACKARD ENTERPRISE C Technology 961,967.0 $43.4M 0.05% +696K +261.4% $45.11 +18.5%
271 RDDT PUT REDDIT INC Communication Services 243,400.0 $42.2M 0.05% +80K +49.3% $173.58 -11.7%
272 AMGN PUT AMGEN INC Healthcare 116,400.0 $42.2M 0.05% +48K +69.2% $362.12 +21.3%
273 CCJ CALL CAMECO CORP Energy 413,200.0 $42.1M 0.05% +164K +65.8% $101.86 +0.6%
274 ABBV CALL ABBVIE INC Healthcare 166,800.0 $42.0M 0.05% +113K +208.3% $251.64 +5.3%
275 CLS CALL CELESTICA INC Technology 114,800.0 $41.9M 0.05% +33K +40.9% $364.80 -18.7%
276 RTX CALL RTX CORPORATION Industrials 220,000.0 $41.7M 0.05% +114K +107.0% $189.73 +10.6%
277 CART CALL MAPLEBEAR INC Consumer Cyclical 877,000.0 $41.5M 0.05% +420K +91.7% $47.35 +5.2%
278 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 82,400.0 $41.3M 0.05% +19K +30.2% $501.36 +25.5%
279 CALL FORTINET INC 267,000.0 $41.0M 0.05% +50K +23.0% $153.62
280 KKR CALL KKR & CO INC 445,700.0 $40.9M 0.05% +133K +42.5% $91.78
Page 14 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%