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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 64 of 91  ·  1,803 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 FHN PUT FIRST HORIZON CORPORATION Financial Services 62,500.0 $1.6M 0.00% +26K +69.8% $25.64 -3.6%
1262 TSCO TRACTOR SUPPLY CO Consumer Cyclical 50,284.0 $1.6M 0.00% +13K +34.1% $31.61 +13.0%
1263 VISN CALL VISTANCE NETWORKS INC Technology 124,100.0 $1.6M 0.00% +37K +42.0% $12.78 -13.6%
1264 RUM CALL RUM GROUP INC Technology 250,000.0 $1.6M 0.00% +113K +82.6% $6.34 +52.9%
1265 EXR CALL EXTRA SPACE STORAGE INC Real Estate 10,800.0 $1.6M 0.00% +5K +86.2% $145.30 +0.3%
1266 LGIH LGI HOMES INC Consumer Cyclical 24,526.0 $1.6M 0.00% +2K +11.0% $63.68 -8.2%
1267 CENX CALL CENTURY ALUM CO Basic Materials 33,700.0 $1.6M 0.00% +26K +326.6% $46.01 -4.0%
1268 ICLR PUT ICON PUB LTD CO Healthcare 8,900.0 $1.5M 0.00% +8K +641.7% $173.71 -1.4%
1269 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 12,500.0 $1.5M 0.00% +9K +290.6% $123.11 +31.2%
1270 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 46,900.0 $1.5M 0.00% +40K +632.8% $32.73 -0.7%
1271 PUT SOMNIGROUP INTERNATIONAL INC 19,500.0 $1.5M 0.00% +8K +69.6% $78.40
1272 SN SHARKNINJA INC Consumer Cyclical 9,997.0 $1.5M 0.00% +7K +212.9% $152.27 +19.6%
1273 SMR CALL NUSCALE PWR CORP Utilities 151,200.0 $1.5M 0.00% +46K +43.2% $10.03 -8.2%
1274 DJT PUT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 194,400.0 $1.5M 0.00% +122K +168.5% $7.74 +18.9%
1275 MBLY CALL MOBILEYE GLOBAL INC Consumer Cyclical 155,300.0 $1.5M 0.00% +120K +336.2% $9.68 -11.3%
1276 IEF ISHARES TR 15,754.0 $1.5M 0.00% +354.0 +2.3% $94.57 -1.6%
1277 SHAK SHAKE SHACK INC Consumer Cyclical 26,486.0 $1.5M 0.00% +18K +197.5% $56.02 +35.1%
1278 MGA MAGNA INTL INC Consumer Cyclical 22,591.0 $1.5M 0.00% +8K +52.3% $65.66 +3.7%
1279 GBTC CALL GRAYSCALE BITCOIN TRUST ETF Financial Services 32,500.0 $1.5M 0.00% +7K +29.0% $45.52 +34.5%
1280 SAN PUT BANCO SANTANDER SA Financial Services 106,200.0 $1.5M 0.00% +9K +9.2% $13.80 +6.8%
Page 64 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%