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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 9 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SKY CHAMPION HOMES INC Consumer Cyclical 18,034.0 $1.6M 0.00% NEW $88.12 +2.4%
162 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 4,146.0 $1.6M 0.00% NEW $380.37 -29.9%
163 ROKU ROKU INC Communication Services 10,750.0 $1.5M 0.00% NEW $138.14 +14.0%
164 LUNR INTUITIVE MACHINES INC Industrials 69,347.0 $1.5M 0.00% NEW $21.39 -14.4%
165 FCFS PUT FIRSTCASH HOLDINGS INC Financial Services 6,800.0 $1.5M 0.00% NEW $216.32 +4.1%
166 CALL GRUPO CIBEST SA 17,900.0 $1.4M 0.00% NEW $79.43
167 PUT GAMESTOP CORP 62,600.0 $1.4M 0.00% NEW $22.08
168 PUT DAVE INC 3,700.0 $1.4M 0.00% NEW $372.59
169 BRUN CALL BOOST RUN INC 34,500.0 $1.3M 0.00% NEW $38.81 -49.7%
170 ILMN ILLUMINA INC Healthcare 7,468.0 $1.3M 0.00% NEW $175.83 +24.8%
171 GBX CALL GREENBRIER COS INC Industrials 26,100.0 $1.3M 0.00% NEW $49.01 -6.0%
172 OKLO OKLO INC Utilities 24,213.0 $1.3M 0.00% NEW $52.33 -19.6%
173 ANGLOGOLD ASHANTI PLC 15,561.0 $1.3M 0.00% NEW $80.89
174 ALRM ALARM COM HLDGS INC Technology 26,877.0 $1.3M 0.00% NEW $46.72 +23.1%
175 AVAV AEROVIRONMENT INC Industrials 7,561.0 $1.2M 0.00% NEW $165.07 -2.9%
176 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 23,249.0 $1.2M 0.00% NEW $53.30 +8.2%
177 RRR CALL RED ROCK RESORTS INC Consumer Cyclical 18,700.0 $1.2M 0.00% NEW $65.06 -6.1%
178 DIS DISNEY WALT CO Communication Services 12,561.0 $1.2M 0.00% NEW $96.25 +12.0%
179 FLEX FLEX LTD Technology 7,412.0 $1.2M 0.00% NEW $162.07 -31.9%
180 COPX CALL GLOBAL X FDS 15,400.0 $1.2M 0.00% NEW $76.97 +22.9%
Page 9 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%