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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 50 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ALK PUT ALASKA AIR GROUP INC Industrials 69,400.0 $3.6M 0.00% +21K +43.1% $52.20 -20.4%
982 UPST UPSTART HLDGS INC Financial Services 101,926.0 $3.6M 0.00% +61K +147.2% $35.43 -15.6%
983 XMTR CALL XOMETRY INC Industrials 37,300.0 $3.6M 0.00% +25K +200.8% $96.52 -12.4%
984 BAX CALL BAXTER INTL INC Healthcare 168,400.0 $3.6M 0.00% +107K +174.7% $21.32 +24.2%
985 WEN CALL WENDYS CO Consumer Cyclical 431,800.0 $3.6M 0.00% +420K +3622.4% $8.29 +6.6%
986 DT CALL DYNATRACE INC Technology 81,400.0 $3.6M 0.00% +66K +415.2% $43.91 +11.7%
987 PAYC PUT PAYCOM SOFTWARE INC Technology 28,400.0 $3.6M 0.00% +7K +33.3% $125.68 +82.7%
988 GXO CALL GXO LOGISTICS INCORPORATED Industrials 70,200.0 $3.6M 0.00% +55K +364.9% $50.70 -7.3%
989 O REALTY INCOME CORP Real Estate 57,403.0 $3.6M 0.00% +44K +338.5% $61.96 +2.0%
990 WSM PUT WILLIAMS SONOMA INC Consumer Cyclical 15,200.0 $3.5M 0.00% +1K +7.0% $233.10 +2.0%
991 BMO PUT BANK MONTREAL MEDIUM Financial Services 20,000.0 $3.5M 0.00% +8K +72.4% $176.70 -2.5%
992 CRSP PUT CRISPR THERAPEUTICS AG Healthcare 64,700.0 $3.5M 0.00% +13K +25.6% $54.54 +4.6%
993 FIVE CALL FIVE BELOW INC Consumer Cyclical 19,600.0 $3.5M 0.00% +300.0 +1.6% $179.79 +46.1%
994 MKC MCCORMICK & CO INC Consumer Defensive 69,749.0 $3.5M 0.00% +53K +325.5% $50.42 +11.5%
995 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 111,200.0 $3.5M 0.00% +94K +528.2% $31.61 +13.6%
996 MTH CALL MERITAGE HOMES CORP Consumer Cyclical 41,900.0 $3.5M 0.00% +40K +2693.3% $83.85 -13.5%
997 DAR DARLING INGREDIENTS INC Consumer Defensive 64,198.0 $3.5M 0.00% +15K +29.9% $54.62 +14.1%
998 CALL CRITICAL METALS CORP 339,000.0 $3.5M 0.00% +106K +45.4% $10.25
999 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 458,800.0 $3.5M 0.00% +230K +100.1% $7.56 -24.3%
1000 CFG PUT CITIZENS FINL GROUP INC Financial Services 49,300.0 $3.5M 0.00% +23K +87.5% $70.07 +0.2%
Page 50 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%