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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 15 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ON PUT ON SEMICONDUCTOR CORP Technology 432,100.0 $40.9M 0.05% +169K +64.1% $94.54 -21.5%
282 TLN PUT TALEN ENERGY CORP Utilities 105,300.0 $40.5M 0.05% +58K +121.7% $384.26 -18.2%
283 TWLO PUT TWILIO INC Communication Services 196,100.0 $40.5M 0.05% +5K +2.5% $206.33 +9.2%
284 SOFI SOFI TECHNOLOGIES INC Financial Services 2,236,388.0 $40.1M 0.05% +557K +33.1% $17.93 +5.5%
285 INTU CALL INTUIT Technology 152,500.0 $39.8M 0.04% +95K +165.7% $261.00 +40.6%
286 MMM CALL 3M CO Industrials 244,800.0 $39.6M 0.04% +118K +92.9% $161.91 +10.5%
287 TQQQ PUT PROSHARES TR 488,500.0 $39.6M 0.04% +481K +6162.8% $81.00 -12.1%
288 W PUT WAYFAIR INC Consumer Cyclical 428,100.0 $39.6M 0.04% +69K +19.3% $92.42 +9.8%
289 B PUT BARRICK MNG CORP Basic Materials 1,074,000.0 $39.4M 0.04% +355K +49.3% $36.73 +29.6%
290 XLI CALL SELECT SECTOR SPDR TR 211,300.0 $39.1M 0.04% +39K +22.6% $185.23 -2.7%
291 BIDU CALL BAIDU INC Communication Services 341,800.0 $39.1M 0.04% +120K +54.5% $114.29 -18.4%
292 NOW SERVICENOW INC Technology 391,287.0 $38.8M 0.04% +245K +168.2% $99.28 +29.4%
293 TER PUT TERADYNE INC Technology 80,100.0 $38.8M 0.04% +43K +114.8% $483.84 -22.3%
294 MS CALL MORGAN STANLEY Financial Services 183,700.0 $38.4M 0.04% +14K +8.3% $209.04 +2.5%
295 VLO PUT VALERO ENERGY CORP Energy 147,000.0 $38.3M 0.04% +6K +4.5% $260.44 +34.0%
296 TPG PUT TPG INC Financial Services 940,200.0 $38.1M 0.04% +35K +3.9% $40.55 +29.2%
297 AAL CALL AMERICAN AIRLINES GROUP INC Industrials 2,100,800.0 $38.0M 0.04% +316K +17.7% $18.07 -23.5%
298 ACN CALL ACCENTURE PLC IRELAND Technology 304,800.0 $37.9M 0.04% +157K +106.2% $124.44 +48.9%
299 COF PUT CAPITAL ONE FINL CORP Financial Services 188,200.0 $37.8M 0.04% +7K +3.6% $200.62 +8.6%
300 NUE PUT NUCOR CORP Basic Materials 169,200.0 $37.7M 0.04% +13K +8.2% $222.75 +9.4%
Page 15 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%