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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 2 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRVL MARVELL TECHNOLOGY INC Technology 66,086.0 $19.7M 0.02% NEW $297.89 -17.7%
22 AAPL APPLE INC Technology 67,040.0 $19.4M 0.02% NEW $289.36 +9.7%
23 HONEYWELL AEROSPACE INC 84,200.0 $18.6M 0.02% NEW $221.08
24 HONEYWELL INTL INC 81,887.0 $18.3M 0.02% NEW $223.90
25 MXL PUT MAXLINEAR INC Technology 132,600.0 $17.0M 0.02% NEW $128.03 -48.8%
26 PUT HONEYWELL INTL INC 75,600.0 $16.9M 0.02% NEW $223.90
27 PUT HONEYWELL AEROSPACE INC 75,200.0 $16.6M 0.02% NEW $221.08
28 CRCL CIRCLE INTERNET GROUP INC Financial Services 264,162.0 $16.5M 0.02% NEW $62.63 +33.9%
29 NRG NRG ENERGY INC Utilities 107,259.0 $15.7M 0.02% NEW $146.06 -19.8%
30 FIVN FIVE9 INC Technology 684,809.0 $14.6M 0.02% NEW $21.32 +52.1%
31 CEG CONSTELLATION ENERGY CORP Utilities 58,180.0 $14.5M 0.02% NEW $248.37 +9.8%
32 DRAM ROUNDHILL ETF TRUST 193,246.0 $14.3M 0.02% NEW $73.85 -22.8%
33 COP CONOCOPHILLIPS Energy 137,054.0 $14.2M 0.02% NEW $103.96 +29.6%
34 KR KROGER CO Consumer Defensive 255,829.0 $14.2M 0.02% NEW $55.53 +1.0%
35 XRT SPDR SERIES TRUST 149,714.0 $13.1M 0.01% NEW $87.74 -1.0%
36 MAGS PUT LISTED FDS TR 190,100.0 $12.2M 0.01% NEW $64.30 +4.3%
37 CTAS CINTAS CORP Industrials 69,131.0 $11.8M 0.01% NEW $170.08 +20.0%
38 IGV ISHARES TR 128,711.0 $11.7M 0.01% NEW $90.60 +12.8%
39 CVX CHEVRON CORPORATION Energy 68,870.0 $11.4M 0.01% NEW $165.76 +25.3%
40 SNX CALL TD SYNNEX CORPORATION Technology 42,000.0 $11.2M 0.01% NEW $267.34 -6.5%
Page 2 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%