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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 20 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 XME PUT SPDR SERIES TRUST 252,700.0 $27.0M 0.03% +72K +39.9% $106.93 +11.6%
382 MTD CALL METTLER TOLEDO INTERNATIONAL Healthcare 21,100.0 $27.0M 0.03% +15K +240.3% $1277.51 +9.2%
383 HAL CALL HALLIBURTON CO Energy 792,600.0 $26.9M 0.03% +36K +4.7% $33.95 +4.1%
384 SJM SMUCKER J M CO Consumer Defensive 238,320.0 $26.8M 0.03% +229K +2375.0% $112.50 +10.5%
385 SMTC SEMTECH CORP Technology 165,173.0 $26.7M 0.03% +165K +10000.0% $161.85 -23.3%
386 TEM CALL TEMPUS AI INC Healthcare 458,800.0 $26.6M 0.03% +268K +140.0% $57.93 +25.5%
387 VLO CALL VALERO ENERGY CORP Energy 101,900.0 $26.5M 0.03% +16K +17.9% $260.44 +34.0%
388 TSLA TESLA INC Consumer Cyclical 62,972.0 $26.5M 0.03% +60K +1919.0% $420.60 -13.7%
389 SMTC CALL SEMTECH CORP Technology 162,500.0 $26.3M 0.03% +155K +2066.7% $161.85 -23.3%
390 CMI CALL CUMMINS INC Industrials 36,800.0 $26.2M 0.03% +24K +183.1% $713.21 -17.6%
391 YPF CALL YPF SOCIEDAD ANONIMA Energy 576,300.0 $26.2M 0.03% +202K +53.9% $45.47 +12.6%
392 VZ VERIZON COMMUNICATIONS INC Communication Services 611,621.0 $25.9M 0.03% +337K +123.0% $42.34 +16.8%
393 INTU PUT INTUIT Technology 98,900.0 $25.8M 0.03% +55K +125.3% $261.00 +40.6%
394 VWO PUT VANGUARD INTL EQUITY INDEX F 431,200.0 $25.7M 0.03% +410K +1924.4% $59.69 +1.3%
395 XLV PUT SELECT SECTOR SPDR TR 161,200.0 $25.6M 0.03% +100K +164.3% $158.66 +10.1%
396 MRK CALL MERCK & CO INC Healthcare 198,600.0 $25.5M 0.03% +12K +6.2% $128.50 +18.7%
397 EBAY PUT EBAY INC. Consumer Cyclical 225,100.0 $25.2M 0.03% +98K +77.4% $111.75 -6.8%
398 BURL PUT BURLINGTON STORES INC Consumer Cyclical 79,300.0 $25.1M 0.03% +17K +26.5% $316.80 +3.1%
399 AXTI PUT AXT INC Technology 348,200.0 $25.1M 0.03% +274K +368.6% $72.08 -1.9%
400 AEM CALL AGNICO EAGLE MINES LTD Basic Materials 160,700.0 $24.9M 0.03% +33K +25.6% $155.13 +39.3%
Page 20 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%