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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 26 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 JOE CALL ST JOE CO Real Estate 400.0 $25K NEW $62.63 +9.9%
502 INVH CALL INVITATION HOMES INC Real Estate 800.0 $24K NEW $30.21 +0.2%
503 NEOG NEOGEN CORP Healthcare 2,686.0 $24K NEW $8.99 +31.6%
504 MSM PUT MSC INDL DIRECT INC Industrials 200.0 $24K NEW $118.95 -1.1%
505 ALGT CALL ALLEGIANT TRAVEL CO Industrials 200.0 $24K NEW $117.60 -35.0%
506 DNOW PUT DNOW INC Energy 1,800.0 $23K NEW $12.97 +19.8%
507 SVM PUT SILVERCORP METALS INC Basic Materials 2,300.0 $23K NEW $10.10 +25.1%
508 FPS CALL FORGENT POWER SOLUTIONS INC Industrials 400.0 $22K NEW $55.86 -40.3%
509 GRWG PUT GROWGENERATION CORP Consumer Cyclical 14,200.0 $21K NEW $1.48 +20.3%
510 ATEX PUT ANTERIX INC Communication Services 200.0 $21K NEW $102.94 -17.1%
511 ASH CALL ASHLAND INC Basic Materials 300.0 $20K NEW $65.89 +10.5%
512 RITM CALL RITHM CAPITAL CORP Real Estate 2,100.0 $20K NEW $9.39 +8.2%
513 AVPT AVEPOINT INC Technology 1,752.0 $20K NEW $11.21 +17.1%
514 TRN PUT TRINITY INDS INC Industrials 500.0 $17K NEW $34.58 -14.0%
515 EVRG PUT EVERGY INC Utilities 200.0 $17K NEW $86.43 -3.8%
516 STEP CALL STEPSTONE GROUP INC Financial Services 400.0 $17K NEW $41.36 +18.1%
517 MBI MBIA INC Financial Services 2,479.0 $16K NEW $6.52 -26.1%
518 ATKR PUT ATKORE INC Industrials 200.0 $15K NEW $76.04 +22.9%
519 IHI PUT ISHARES TR 300.0 $15K NEW $49.41 +12.2%
520 DUPONT DE NEMOURS INC 109.0 $15K NEW $135.64
Page 26 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%