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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 5 of 106  ·  2,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UAL PUT UNITED AIRLS HLDGS INC Industrials 774,000.0 $71.3M 0.12% -116K -13.0% $92.07 +28.5%
82 XBI CALL SPDR SERIES TRUST 556,600.0 $71.1M 0.12% -128K -18.7% $127.73 +10.2%
83 OXY PUT OCCIDENTAL PETE CORP Energy 1,090,700.0 $70.9M 0.12% -62K -5.4% $65.00 -20.3%
84 WMT PUT WALMART INC Consumer Defensive 563,300.0 $70.0M 0.12% -496K -46.8% $124.28 -5.7%
85 SNOW PUT SNOWFLAKE INC Technology 460,200.0 $69.4M 0.12% -202K -30.5% $150.82 +54.0%
86 ASTS CALL AST SPACEMOBILE INC Technology 833,200.0 $69.0M 0.12% -227K -21.4% $82.87 -2.7%
87 COP CALL CONOCOPHILLIPS Energy 519,700.0 $68.6M 0.11% -53K -9.3% $132.00 -18.4%
88 LRCX PUT LAM RESEARCH CORP Technology 320,500.0 $68.5M 0.11% -171K -34.8% $213.66 +82.1%
89 CAT PUT CATERPILLAR INC Industrials 95,800.0 $67.9M 0.11% -72K -42.9% $708.46 +39.1%
90 VRT PUT VERTIV HOLDINGS CO Industrials 268,700.0 $67.3M 0.11% -259K -49.1% $250.58 +32.9%
91 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 437,800.0 $67.0M 0.11% -85K -16.3% $153.10 -27.0%
92 SLV CALL ISHARES SILVER TR Financial Services 983,400.0 $67.0M 0.11% -1.3M -56.3% $68.14 -12.7%
93 RDDT CALL REDDIT INC Communication Services 493,900.0 $66.5M 0.11% -36K -6.8% $134.65 +29.9%
94 LMT PUT LOCKHEED MARTIN CORP Industrials 109,400.0 $66.1M 0.11% -5K -4.7% $604.39 -15.5%
95 PYPL PUT PAYPAL HLDGS INC Financial Services 1,446,400.0 $65.4M 0.11% -645K -30.9% $45.23 -6.0%
96 IREN CALL IREN LIMITED Financial Services 1,855,100.0 $63.6M 0.11% -934K -33.5% $34.28 +74.9%
97 SLV PUT ISHARES SILVER TR Financial Services 930,800.0 $63.4M 0.11% -1.3M -58.0% $68.14 -12.7%
98 SHOP PUT SHOPIFY INC Technology 532,700.0 $63.2M 0.10% -240K -31.1% $118.62 -8.2%
99 PDD PDD HOLDINGS INC Consumer Cyclical 610,643.0 $62.4M 0.10% -275K -31.1% $102.18 -22.1%
100 LLY PUT ELI LILLY & CO Healthcare 65,100.0 $59.9M 0.10% -32K -33.0% $919.77 +19.4%
Page 5 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%