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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 5 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PHM PULTE GROUP INC Consumer Cyclical 22,541.0 $2.7M 0.00% NEW $117.61 +8.0%
82 CAMT CAMTEK LTD Technology 17,413.0 $2.6M 0.00% NEW $151.61 +28.7%
83 SBAC SBA COMMUNICATIONS CORP Real Estate 15,236.0 $2.6M 0.00% NEW $172.11 +8.6%
84 RVLV PUT REVOLVE GROUP INC Consumer Cyclical 115,700.0 $2.6M 0.00% NEW $22.61 -3.6%
85 CALL JBS N.V. 142,800.0 $2.6M 0.00% NEW $17.96
86 FLR FLUOR CORP Industrials 53,131.0 $2.5M 0.00% NEW $46.65 +15.0%
87 PUT LIBERTY MEDIA CORP DEL 29,000.0 $2.5M 0.00% NEW $85.02
88 AFL AFLAC INC Financial Services 21,725.0 $2.4M 0.00% NEW $109.71 +5.3%
89 SIMO SILICON MOTION TECHNOLOGY CO Technology 20,655.0 $2.3M 0.00% NEW $112.29 +186.5%
90 WM WASTE MGMT INC DEL Industrials 10,029.0 $2.3M 0.00% NEW $229.79 -6.6%
91 OII OCEANEERING INTL INC Energy 64,244.0 $2.3M 0.00% NEW $35.47 +1.7%
92 KO COCA COLA CO Consumer Defensive 29,177.0 $2.2M 0.00% NEW $76.05 +4.4%
93 EWT CALL ISHARES INC 30,100.0 $2.1M 0.00% NEW $70.92 +55.1%
94 HUBS HUBSPOT INC Technology 8,701.0 $2.1M 0.00% NEW $244.10 -27.9%
95 CAT CATERPILLAR INC Industrials 2,946.0 $2.1M 0.00% NEW $708.46 +39.1%
96 RDW REDWIRE CORPORATION Industrials 240,866.0 $2.0M 0.00% NEW $8.50 +68.8%
97 ASST CALL STRIVE INC Communication Services 201,900.0 $2.0M 0.00% NEW $10.02 +48.2%
98 WELL WELLTOWER INC Real Estate 10,161.0 $2.0M 0.00% NEW $197.71 +4.5%
99 FROG JFROG LTD Technology 39,772.0 $1.9M 0.00% NEW $46.93 +76.3%
100 CALL CRITICAL METALS CORP 233,100.0 $1.9M 0.00% NEW $7.94
Page 5 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%