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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 33 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 LKQ LKQ CORP Consumer Cyclical 40,778.0 $1.1M 0.00% -6K -12.4% $26.33 -2.2%
642 PCAR PACCAR INC Industrials 8,919.0 $1.1M 0.00% -3K -25.2% $120.12 +8.2%
643 SEI CALL SOLARIS ENERGY INFRAS INC Energy 13,300.0 $1.1M 0.00% -900.0 -6.3% $80.46 -33.5%
644 SM PUT SM ENERGY COMPANY Energy 40,900.0 $1.1M 0.00% -12K -23.3% $26.10 +39.7%
645 CSGP COSTAR GROUP INC Real Estate 37,613.0 $1.1M 0.00% -35K -48.1% $28.32 +16.0%
646 EC PUT ECOPETROL S A Energy 74,300.0 $1.1M 0.00% -44K -37.1% $14.24 +21.7%
647 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 18,200.0 $1.1M 0.00% -81K -81.6% $57.84 +11.9%
648 PEG CALL PUBLIC SVC ENTERPRISE GROUP Utilities 12,900.0 $1.0M 0.00% -11K -46.5% $81.16 -9.4%
649 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 20,900.0 $1.0M 0.00% -19K -48.0% $49.98 +3.9%
650 WRBY CALL WARBY PARKER INC Healthcare 34,300.0 $1.0M 0.00% -18K -34.0% $30.34 -13.6%
651 NVTS NAVITAS SEMICONDUCTOR CORP Technology 58,044.0 $1.0M 0.00% -145K -71.3% $17.92 -31.8%
652 AGX PUT ARGAN INC Industrials 1,300.0 $1.0M 0.00% -600.0 -31.6% $798.55 -41.3%
653 TAL TAL ED GROUP Consumer Defensive 108,291.0 $1.0M 0.00% -319K -74.7% $9.57 +20.0%
654 PAYC PAYCOM SOFTWARE INC Technology 8,225.0 $1.0M 0.00% -3K -27.8% $125.68 +82.7%
655 ITT CALL ITT INC Industrials 5,200.0 $1.0M 0.00% -1K -16.1% $197.76 +3.6%
656 CNX CALL CNX RES CORP Energy 30,300.0 $1.0M 0.00% -2K -6.5% $33.93 +7.5%
657 CALL CENCORA INC 3,600.0 $1.0M 0.00% -2K -37.9% $282.98
658 PWR PUT QUANTA SVCS INC Industrials 1,400.0 $1.0M 0.00% -2K -61.1% $720.04 -14.3%
659 TAK CALL TAKEDA PHARMACEUTICAL CO LTD Healthcare 62,000.0 $994K 0.00% -34K -35.7% $16.03 +13.8%
660 CAMT PUT CAMTEK LTD Technology 6,000.0 $979K 0.00% -500.0 -7.7% $163.12 -12.7%
Page 33 of 73  ·  1,445 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%