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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 34 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 BWA PUT BORGWARNER INC Consumer Cyclical 14,700.0 $976K 0.00% -24K -61.6% $66.40 -3.1%
662 HBAN CALL HUNTINGTON BANCSHARES INC Financial Services 54,900.0 $973K 0.00% -181K -76.7% $17.73 -3.9%
663 LCID CALL LUCID GROUP INC Consumer Cyclical 145,400.0 $973K 0.00% -120K -45.3% $6.69 -23.9%
664 EH CALL EHANG HLDGS LTD Industrials 147,200.0 $964K 0.00% -4K -2.8% $6.55 -20.6%
665 BLSH BULLISH Technology 41,009.0 $961K 0.00% -714.0 -1.7% $23.43 +30.6%
666 MAS CALL MASCO CORP Industrials 11,800.0 $960K 0.00% -12K -50.6% $81.37 -10.0%
667 AZO PUT AUTOZONE INC Consumer Cyclical 300.0 $959K 0.00% -500.0 -62.5% $3195.94 -5.8%
668 AGX CALL ARGAN INC Industrials 1,200.0 $958K 0.00% -200.0 -14.3% $798.55 -41.3%
669 SFM PUT SPROUTS FMRS MKT INC Consumer Defensive 11,300.0 $956K 0.00% -1K -11.0% $84.58 +1.8%
670 FN PUT FABRINET Technology 1,700.0 $956K 0.00% -500.0 -22.7% $562.08 -25.1%
671 JBHT PUT HUNT J B TRANS SVCS INC Industrials 3,300.0 $955K 0.00% -16K -82.5% $289.43 -10.2%
672 LNC PUT LINCOLN NATL CORP IND Financial Services 26,900.0 $951K 0.00% -48K -64.1% $35.35 +19.9%
673 IOT SAMSARA INC Technology 29,270.0 $949K 0.00% -2K -6.9% $32.43 +24.4%
674 SBSW CALL SIBANYE STILLWATER LTD Basic Materials 111,500.0 $947K 0.00% -175K -61.0% $8.49 +46.9%
675 RF CALL REGIONS FINANCIAL CORP NEW Financial Services 31,000.0 $936K 0.00% -128K -80.5% $30.20 +1.4%
676 OII OCEANEERING INTL INC Energy 23,023.0 $933K 0.00% -41K -64.2% $40.52 +24.5%
677 MDT PUT MEDTRONIC PLC Healthcare 11,900.0 $931K 0.00% -200.0 -1.6% $78.23 +18.8%
678 TSCO PUT TRACTOR SUPPLY CO Consumer Cyclical 29,400.0 $929K 0.00% -12K -28.5% $31.61 +13.6%
679 GL CALL GLOBE LIFE INC Financial Services 5,200.0 $929K 0.00% -700.0 -11.9% $178.68 -3.1%
680 TKO PUT TKO GROUP HOLDINGS INC Communication Services 4,600.0 $926K 0.00% -2K -34.3% $201.31 -3.9%
Page 34 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%