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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 14 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TMHC PUT TAYLOR MORRISON HOME CORP Consumer Cyclical 7,600.0 $545K 0.00% NEW $71.74 +1.0%
262 HR HEALTHCARE RLTY TR Real Estate 26,820.0 $541K 0.00% NEW $20.17 -3.9%
263 WST PUT WEST PHARMACEUTICAL SVSC INC Healthcare 1,500.0 $538K 0.00% NEW $359.00 -1.6%
264 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 7,500.0 $538K 0.00% NEW $71.74 +1.0%
265 PERI CALL PERION NETWORK LTD Communication Services 54,500.0 $529K 0.00% NEW $9.71 +1.0%
266 ABG CALL ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,600.0 $523K 0.00% NEW $201.08 +6.8%
267 YOU CLEAR SECURE INC Technology 9,294.0 $518K 0.00% NEW $55.73 -22.3%
268 NDSN PUT NORDSON CORP Industrials 1,700.0 $513K 0.00% NEW $301.69 +10.1%
269 HOG HARLEY DAVIDSON INC Consumer Cyclical 20,588.0 $504K 0.00% NEW $24.46 +15.3%
270 FPS PUT FORGENT POWER SOLUTIONS INC Industrials 9,000.0 $503K 0.00% NEW $55.86 -40.6%
271 CAG CONAGRA BRANDS INC Consumer Defensive 36,671.0 $494K 0.00% NEW $13.46 +22.2%
272 TMDX CALL TRANSMEDICS GROUP INC Healthcare 7,400.0 $492K 0.00% NEW $66.42 +42.7%
273 EWJ ISHARES INC 5,265.0 $491K 0.00% NEW $93.27 +2.0%
274 VYX NCR VOYIX CORPORATION Technology 59,916.0 $490K 0.00% NEW $8.17 -3.2%
275 ALC ALCON AG Healthcare 7,235.0 $485K 0.00% NEW $67.10 +9.7%
276 PM PHILIP MORRIS INTL INC Consumer Defensive 2,625.0 $475K 0.00% NEW $180.91 +4.0%
277 XLB PUT SELECT SECTOR SPDR TR 9,300.0 $473K 0.00% NEW $50.83 +5.3%
278 INFQ PUT INFLEQTION INC Technology 34,900.0 $465K 0.00% NEW $13.32 +6.0%
279 ESI CALL ELEMENT SOLUTIONS INC Basic Materials 9,600.0 $458K 0.00% NEW $47.75 -26.1%
280 UCTT ULTRA CLEAN HLDGS INC Technology 3,213.0 $458K 0.00% NEW $142.59 -46.4%
Page 14 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 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%