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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 16 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CINF CINCINNATI FINL CORP Financial Services 1,994.0 $369K NEW $185.14 -9.1%
302 BCS BARCLAYS PLC Financial Services 13,437.0 $361K NEW $26.86 -0.1%
303 PUT APOGEE THERAPEUTICS INC 2,700.0 $358K NEW $132.73
304 OSIS PUT OSI SYSTEMS INC Technology 1,600.0 $350K NEW $218.70 -5.5%
305 LEA LEAR CORP Consumer Cyclical 2,545.0 $341K NEW $134.06 -4.1%
306 TFC TRUIST FINL CORP Financial Services 6,675.0 $333K NEW $49.82 +1.2%
307 CUBE CUBESMART Real Estate 8,169.0 $325K NEW $39.77 +2.8%
308 TNDM TANDEM DIABETES CARE INC Healthcare 20,849.0 $315K NEW $15.09 +47.9%
309 INSTALLED BLDG PRODS INC 1,331.0 $306K NEW $229.84
310 KEYS KEYSIGHT TECHNOLOGIES INC Technology 870.0 $305K NEW $350.07 -9.7%
311 BKSY CALL BLACKSKY TECHNOLOGY INC Technology 10,700.0 $299K NEW $27.92 -0.6%
312 OTEX CALL OPEN TEXT CORP Technology 13,400.0 $297K NEW $22.15 +11.4%
313 NOV NOV INC Energy 15,993.0 $297K NEW $18.55 +10.1%
314 CRSR CORSAIR GAMING INC Technology 29,982.0 $290K NEW $9.67 +13.0%
315 TLRY TILRAY BRANDS INC Healthcare 63,168.0 $284K NEW $4.49 +7.8%
316 BEKE KE HLDGS INC Real Estate 19,442.0 $282K NEW $14.53 +22.2%
317 WK PUT WORKIVA INC Technology 5,700.0 $277K NEW $48.51 +54.3%
318 SH PROSHARES TR 8,266.0 $273K NEW $33.02 -1.7%
319 WMG CALL WARNER MUSIC GROUP CORP Communication Services 10,000.0 $271K NEW $27.07 +0.2%
320 TDG PUT TRANSDIGM GROUP INC Industrials 200.0 $266K NEW $1332.04 -9.9%
Page 16 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%