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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $60.0B AUM 4,047 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New 1250 Added 2118 Reduced 807 Exited
Page 15 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVPT PUT AVEPOINT INC Technology 31,200.0 $297K NEW $9.51 +9.5%
282 MUSA CALL MURPHY USA INC Consumer Cyclical 600.0 $296K NEW $493.97 +11.6%
283 COLM CALL COLUMBIA SPORTSWEAR CO Consumer Cyclical 5,300.0 $290K NEW $54.81 +21.3%
284 BOH CALL BANK HAWAII CORP Financial Services 3,900.0 $290K NEW $74.25 +4.8%
285 RNA PUT ATRIUM THERAPEUTICS INC Healthcare 21,600.0 $289K NEW $13.37 -5.3%
286 COHU CALL COHU INC Technology 9,300.0 $285K NEW $30.62 +126.6%
287 SSNC CALL SS&C TECH HLDGS Technology 4,200.0 $284K NEW $67.57 -3.2%
288 FSK CALL FS KKR CAP CORP Financial Services 27,800.0 $283K NEW $10.18 +0.9%
289 IHI CALL ISHARES TR 5,300.0 $283K NEW $53.35 -8.0%
290 VMI CALL VALMONT INDS INC Industrials 700.0 $280K NEW $399.57 +42.7%
291 HEI HEICO CORP NEW Industrials 1,018.0 $279K NEW $274.20 +22.9%
292 LII CALL LENNOX INTL INC Industrials 600.0 $278K NEW $464.13 +14.7%
293 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,989.0 $275K NEW $92.04 -16.4%
294 THOMSON REUTERS CORP 2,972.0 $267K NEW $89.98
295 NI NISOURCE INC Utilities 5,704.0 $266K NEW $46.66 +1.3%
296 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 4,653.0 $263K NEW $56.45 -8.2%
297 SKM PUT SK TELECOM CO LTD Communication Services 8,900.0 $261K NEW $29.29 +23.6%
298 ASH ASHLAND INC Basic Materials 4,679.0 $260K NEW $55.61 +22.1%
299 IRTC CALL IRHYTHM HOLDINGS INC Healthcare 2,200.0 $260K NEW $118.02 -11.3%
300 PUT RB GLOBAL INC 2,700.0 $259K NEW $95.85
Page 15 of 31  ·  606 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 28.8%
Consumer Cyclical 13.8%
Financial Services 13.8%
Communication Services 12.4%
Healthcare 11.1%
Industrials 7.2%
Basic Materials 4.6%
Energy 4.1%
Consumer Defensive 2.1%
Utilities 1.5%