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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 14 of 106  ·  2,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GWW PUT WW GRAINGER INC Industrials 18,100.0 $19.7M 0.03% -300.0 -1.6% $1090.81 +25.2%
262 MELI CALL MERCADOLIBRE INC Consumer Cyclical 11,400.0 $19.7M 0.03% -22K -65.8% $1729.02 -5.4%
263 NUE CALL NUCOR CORP Basic Materials 116,200.0 $19.6M 0.03% -87K -42.8% $169.10 +44.2%
264 FUTU PUT FUTU HLDGS LTD Financial Services 143,400.0 $19.6M 0.03% -110K -43.5% $136.76 -29.3%
265 W CALL WAYFAIR INC Consumer Cyclical 260,500.0 $19.6M 0.03% -56K -17.6% $75.21 +17.7%
266 XME PUT SPDR SERIES TRUST 180,700.0 $19.5M 0.03% -10K -5.1% $108.01 +8.3%
267 SMCI PUT SUPER MICRO COMPUTER INC Technology 856,600.0 $19.5M 0.03% -369K -30.1% $22.77 +34.7%
268 ROKU PUT ROKU INC Communication Services 205,600.0 $19.5M 0.03% -282K -57.8% $94.62 +45.9%
269 ULTA CALL ULTA BEAUTY INC Consumer Cyclical 37,200.0 $19.4M 0.03% -32K -45.9% $522.71 -12.7%
270 WYNN PUT WYNN RESORTS LTD Consumer Cyclical 191,400.0 $19.4M 0.03% -137K -41.7% $101.55 +3.9%
271 GDXJ CALL VANECK ETF TRUST 160,400.0 $19.3M 0.03% -6K -3.6% $120.04 -10.7%
272 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 105,100.0 $18.4M 0.03% -326K -75.6% $175.48 +63.4%
273 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 60,088.0 $18.3M 0.03% -1K -2.2% $304.08 +14.7%
274 KWEB PUT KRANESHARES TRUST 642,500.0 $18.3M 0.03% -294K -31.4% $28.43 -11.2%
275 TMO PUT THERMO FISHER SCIENTIFIC INC Healthcare 37,100.0 $18.2M 0.03% -172K -82.2% $491.53 -5.5%
276 TER CALL TERADYNE INC Technology 61,500.0 $18.2M 0.03% -136K -68.9% $296.46 +47.7%
277 CSX CALL CSX CORP Industrials 439,100.0 $18.0M 0.03% -317K -41.9% $41.05 +11.2%
278 ALAB CALL ASTERA LABS INC Technology 164,200.0 $18.0M 0.03% -177K -51.9% $109.60 +280.5%
279 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 102,500.0 $18.0M 0.03% -343K -77.0% $175.48 +63.4%
280 PEP PUT PEPSICO INC Consumer Defensive 115,300.0 $17.9M 0.03% -84K -42.3% $155.29 -8.5%
Page 14 of 106  ·  2,118 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%