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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 15 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AIZ CALL ASSURANT INC Financial Services 1,700.0 $457K 0.00% NEW $268.53 +5.8%
282 L LOEWS CORP Financial Services 4,023.0 $455K 0.00% NEW $113.21 -3.0%
283 NDSN CALL NORDSON CORP Industrials 1,500.0 $453K 0.00% NEW $301.69 +10.1%
284 CALL ROOT INC 8,000.0 $447K 0.00% NEW $55.92
285 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,700.0 $444K 0.00% NEW $164.27 +0.8%
286 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 28,965.0 $428K NEW $14.76 +4.7%
287 OPCH OPTION CARE HEALTH INC Healthcare 20,234.0 $424K NEW $20.97 +13.0%
288 TDS TELEPHONE & DATA SYS INC Communication Services 11,367.0 $421K NEW $37.01 -9.2%
289 UPRO PROSHARES TR 2,959.0 $420K NEW $141.79 +5.7%
290 EYE PUT NATIONAL VISION HLDGS INC Consumer Cyclical 21,900.0 $416K NEW $19.01 -5.9%
291 DOC HEALTHPEAK PROPERTIES INC Real Estate 19,343.0 $414K NEW $21.40 +0.0%
292 MEOH METHANEX CORP Basic Materials 8,946.0 $413K NEW $46.15 +30.2%
293 ALGT PUT ALLEGIANT TRAVEL CO Industrials 3,500.0 $412K NEW $117.60 -30.4%
294 DHT DHT HOLDINGS INC Energy 24,847.0 $411K NEW $16.53 +19.9%
295 QTUM ETF SER SOLUTIONS 2,400.0 $397K NEW $165.38 -9.0%
296 VVV CALL VALVOLINE INC Energy 10,000.0 $395K NEW $39.54 -14.1%
297 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,813.0 $392K NEW $216.32 +4.1%
298 MKL CALL MARKEL GROUP INC Financial Services 200.0 $391K NEW $1953.01 -8.1%
299 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 32,278.0 $389K NEW $12.06 -8.6%
300 NRGV ENERGY VAULT HOLDINGS INC Utilities 79,984.0 $377K NEW $4.71 -19.3%
Page 15 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%