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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 5 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE PUT SELECT SECTOR SPDR TR 2,369,700.0 $125.9M 0.14% +54K +2.3% $53.11 +19.8%
82 CAT PUT CATERPILLAR INC Industrials 115,900.0 $123.4M 0.14% +20K +21.0% $1064.90 -22.3%
83 JPM CALL JPMORGAN CHASE & CO Financial Services 374,100.0 $122.5M 0.14% +65K +20.9% $327.33 +7.4%
84 KLAC PUT KLA CORP Technology 403,100.0 $121.6M 0.14% +387K +2467.5% $301.71 -39.0%
85 BA PUT BOEING CO Industrials 555,800.0 $120.3M 0.14% +88K +18.8% $216.47 -1.0%
86 CSCO PUT CISCO SYS INC Technology 1,005,400.0 $118.1M 0.14% +494K +96.6% $117.46 -5.5%
87 GE CALL GE AEROSPACE Industrials 314,600.0 $117.6M 0.13% +172K +120.6% $373.73 -6.8%
88 VRT VERTIV HOLDINGS CO Industrials 347,890.0 $116.5M 0.13% +72K +26.1% $334.82 -21.8%
89 OKTA CALL OKTA INC Technology 853,300.0 $116.4M 0.13% +224K +35.6% $136.45 -1.0%
90 AKAM CALL AKAMAI TECHNOLOGIES INC Technology 984,800.0 $116.4M 0.13% +698K +244.0% $118.21 -6.6%
91 TLN CALL TALEN ENERGY CORP Utilities 301,300.0 $115.8M 0.13% +132K +78.5% $384.26 -18.2%
92 DAL CALL DELTA AIR LINES INC Industrials 1,228,400.0 $115.1M 0.13% +439K +55.6% $93.66 -12.0%
93 TXN CALL TEXAS INSTRS INC Technology 385,900.0 $115.0M 0.13% +29K +8.2% $298.07 -11.3%
94 BKNG PUT BOOKING HOLDINGS INC Consumer Cyclical 644,400.0 $114.9M 0.13% +640K +10000.0% $178.24 +17.6%
95 QCOM PUT QUALCOMM INC Technology 621,200.0 $114.8M 0.13% +354K +132.9% $184.79 -13.0%
96 KNX PUT KNIGHT-SWIFT TRANSN HLDGS IN Industrials 1,469,600.0 $114.4M 0.13% +1.1M +271.3% $77.87 -8.1%
97 KLAC CALL KLA CORP Technology 378,100.0 $114.1M 0.13% +360K +1943.8% $301.71 -39.0%
98 NFLX PUT NETFLIX INC. Communication Services 1,596,700.0 $114.0M 0.13% +118K +8.0% $71.40 +11.5%
99 TTWO CALL TAKE-TWO INTERACTIVE SOFTWAR Communication Services 455,500.0 $113.9M 0.13% +316K +226.1% $249.98 -4.1%
100 BAC CALL BANK OF AMER CORP Financial Services 1,932,100.0 $110.1M 0.13% +261K +15.6% $56.98 +8.3%
Page 5 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%