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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New 1250 Added 2118 Reduced 807 Exited
Page 3 of 63  ·  1,250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SATS CALL ECHOSTAR CORP Technology 1,190,800.0 $139.4M 0.23% +94K +8.6% $117.07 -6.7%
42 CRM CALL SALESFORCE INC Technology 728,500.0 $136.0M 0.23% +287K +64.9% $186.67 -18.7%
43 GDX PUT VANECK ETF TRUST 1,445,400.0 $132.6M 0.22% +288K +24.9% $91.77 -10.0%
44 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 132,300.0 $131.8M 0.22% +36K +38.0% $996.43 -4.5%
45 FDX PUT FEDEX CORP Industrials 350,200.0 $124.7M 0.21% +12K +3.7% $356.18 -8.4%
46 CRWV CALL COREWEAVE INC Technology 1,568,700.0 $121.5M 0.20% +558K +55.1% $77.47 +52.3%
47 EA PUT ELECTRONIC ARTS INC Communication Services 558,900.0 $113.9M 0.19% +237K +73.6% $203.87 -0.8%
48 CRM PUT SALESFORCE INC Technology 604,600.0 $112.9M 0.19% +98K +19.2% $186.67 -18.7%
49 XOM PUT EXXON MOBIL CORP Energy 665,000.0 $112.8M 0.19% +203K +43.9% $169.66 -17.0%
50 DELL CALL DELL TECHNOLOGIES INC Technology 675,900.0 $110.9M 0.18% +114K +20.2% $164.13 +149.5%
51 LITE PUT LUMENTUM HLDGS INC Technology 156,700.0 $110.1M 0.18% +23K +17.6% $702.76 +21.0%
52 HON CALL HONEYWELL INTL INC Industrials 482,800.0 $109.1M 0.18% +249K +106.3% $226.03 +1.3%
53 ANET CALL ARISTA NETWORKS INC Technology 851,900.0 $104.6M 0.17% +305K +55.8% $122.78 +38.2%
54 MSFT MICROSOFT CORP Technology 278,533.0 $103.1M 0.17% +199K +250.1% $370.17 +2.5%
55 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 1,078,100.0 $102.9M 0.17% +587K +119.3% $95.41 -15.9%
56 QQQ INVESCO QQQ TR Financial Services 174,453.0 $100.7M 0.17% +6K +3.6% $577.18 +28.3%
57 SBUX PUT STARBUCKS CORP Consumer Cyclical 1,094,500.0 $98.1M 0.16% +245K +28.8% $89.59 +12.3%
58 GDX CALL VANECK ETF TRUST 1,048,600.0 $96.2M 0.16% +361K +52.5% $91.77 -10.0%
59 BX PUT BLACKSTONE INC Financial Services 828,700.0 $95.3M 0.16% +279K +50.6% $114.99 +7.7%
60 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 434,200.0 $93.7M 0.16% +169K +63.9% $215.88 -41.5%
Page 3 of 63  ·  1,250 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 28.8%
Consumer Cyclical 13.8%
Financial Services 13.8%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%