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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 37 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BBBY PUT BED BATH & BEYOND INC Consumer Cyclical 132,100.0 $765K 0.00% -1K -0.8% $5.79 -26.1%
722 NVAX CALL NOVAVAX INC Healthcare 80,700.0 $760K 0.00% -2K -1.9% $9.42 -5.9%
723 CVI PUT CVR ENERGY INC Energy 27,500.0 $757K 0.00% -6K -18.9% $27.54 +38.1%
724 PRGS CALL PROGRESS SOFTWARE CORP Technology 22,400.0 $752K 0.00% -3K -10.8% $33.58 +29.3%
725 ALGM PUT ALLEGRO MICROSYSTEMS INC Technology 10,800.0 $752K 0.00% -3K -19.4% $69.62 -48.8%
726 LYFT LYFT INC Technology 51,279.0 $749K 0.00% -81K -61.3% $14.61 +21.0%
727 AER PUT AERCAP HOLDINGS NV Industrials 5,100.0 $743K 0.00% -1K -17.7% $145.78 +1.2%
728 CALL SMURFIT WESTROCK PLC 16,000.0 $740K 0.00% -19K -54.7% $46.26
729 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,282.0 $739K 0.00% -2K -56.8% $576.70 -7.6%
730 SIG CALL SIGNET JEWELERS LIMITED Consumer Cyclical 8,500.0 $733K 0.00% -20K -70.2% $86.20 -3.2%
731 ZG ZILLOW GROUP INC 23,214.0 $728K 0.00% -80K -77.5% $31.37
732 XLY PUT SELECT SECTOR SPDR TR 6,200.0 $727K 0.00% -58K -90.3% $117.28 +0.9%
733 TRGP PUT TARGA RES CORP Energy 2,700.0 $724K 0.00% -8K -74.8% $268.14 +9.7%
734 ACHR PUT ARCHER AVIATION INC Industrials 152,800.0 $723K 0.00% -421K -73.4% $4.73 +28.3%
735 OVV OVINTIV INC Energy 13,689.0 $721K 0.00% -10K -41.4% $52.65 +25.2%
736 J JACOBS SOLUTIONS INC Industrials 5,684.0 $716K 0.00% -751.0 -11.7% $126.00 +20.3%
737 BCE CALL BCE INC Communication Services 33,200.0 $714K 0.00% -27K -44.5% $21.51 +10.9%
738 HE CALL HAWAIIAN ELEC INDS INC MTN B Utilities 52,600.0 $712K 0.00% -1K -2.0% $13.53 -15.7%
739 HUN HUNTSMAN CORP Basic Materials 66,744.0 $709K 0.00% -127K -65.6% $10.62 -9.6%
740 ABVX CALL ABIVAX SA Healthcare 5,300.0 $706K 0.00% -12K -68.5% $133.26 -12.8%
Page 37 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%