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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 1 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 418,536.0 $312.6M 0.36% NEW $746.77 +2.6%
2 UNH UNITEDHEALTH GROUP INC Healthcare 389,216.0 $161.8M 0.18% NEW $415.63 -5.8%
3 GOOG ALPHABET INC Communication Services 289,089.0 $102.1M 0.12% NEW $353.33 -4.2%
4 CALL SPACE EXPLORATION TECHN CORP 446,700.0 $76.3M 0.09% NEW $170.86
5 CALL HONEYWELL INTL INC 246,200.0 $55.1M 0.06% NEW $223.90
6 CALL HONEYWELL AEROSPACE INC 246,200.0 $54.4M 0.06% NEW $221.08
7 PLTR PALANTIR TECHNOLOGIES INC Technology 424,572.0 $49.5M 0.06% NEW $116.67 +49.8%
8 AVGO BROADCOM INC Technology 130,796.0 $49.4M 0.06% NEW $377.75 -3.2%
9 PUT SPACE EXPLORATION TECHN CORP 270,900.0 $46.3M 0.05% NEW $170.86
10 PUT CARNIVAL CORP LTD 1,548,600.0 $44.2M 0.05% NEW $28.57
11 CRM SALESFORCE INC Technology 264,418.0 $41.4M 0.05% NEW $156.66 +31.6%
12 DRAM PUT ROUNDHILL ETF TRUST 550,600.0 $40.7M 0.05% NEW $73.85 -22.7%
13 VSH PUT VISHAY INTERTECHNOLOGY INC Technology 675,700.0 $36.3M 0.04% NEW $53.78 -41.1%
14 CALL CARNIVAL CORP LTD 1,270,400.0 $36.3M 0.04% NEW $28.57
15 MXL CALL MAXLINEAR INC Technology 268,500.0 $34.4M 0.04% NEW $128.03 -47.8%
16 VSH VISHAY INTERTECHNOLOGY INC Technology 608,011.0 $32.7M 0.04% NEW $53.78 -41.1%
17 DRAM CALL ROUNDHILL ETF TRUST 440,000.0 $32.5M 0.04% NEW $73.85 -22.7%
18 ALK ALASKA AIR GROUP INC Industrials 591,562.0 $30.9M 0.04% NEW $52.20 -23.0%
19 CALL CEREBRAS SYSTEMS INC 133,300.0 $29.5M 0.03% NEW $221.00
20 CALL GAMESTOP CORP 1,260,500.0 $27.8M 0.03% NEW $22.08
Page 1 of 28  ·  557 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 38.8%
Communication Services 16.0%
Financial Services 14.9%
Consumer Cyclical 8.3%
Healthcare 8.2%
Industrials 5.8%
Energy 2.3%
Basic Materials 2.0%
Consumer Defensive 1.9%
Utilities 1.2%