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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 6 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JD PUT JD.COM INC Consumer Cyclical 1,583,800.0 $40.4M 0.05% -902K -36.3% $25.48 +15.3%
102 KO CALL COCA COLA CO Consumer Defensive 492,300.0 $40.0M 0.05% -51K -9.3% $81.27 +12.1%
103 SHEL CALL SHELL PLC Energy 489,900.0 $38.0M 0.04% -50K -9.3% $77.54 +20.4%
104 KO PUT COCA COLA CO Consumer Defensive 466,300.0 $37.9M 0.04% -40K -7.9% $81.27 +12.1%
105 FDX CALL FEDEX CORP Industrials 120,500.0 $37.7M 0.04% -77K -38.9% $313.13 +3.8%
106 FANG CALL DIAMONDBACK ENERGY INC Energy 214,400.0 $37.7M 0.04% -62K -22.4% $175.78 +19.9%
107 GS GOLDMAN SACHS GROUP INC Financial Services 36,927.0 $37.3M 0.04% -7K -16.5% $1011.37 +2.8%
108 AMGN CALL AMGEN INC Healthcare 101,800.0 $36.9M 0.04% -18K -14.7% $362.12 +21.3%
109 ONON CALL ON HLDG AG Consumer Cyclical 1,012,100.0 $35.8M 0.04% -65K -6.0% $35.42 -15.2%
110 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 1,872,100.0 $33.8M 0.04% -179K -8.7% $18.07 -23.5%
111 MP PUT MP MATERIALS CORP Basic Materials 601,600.0 $33.7M 0.04% -232K -27.8% $56.01 +7.2%
112 TOST CALL TOAST INC Technology 1,179,700.0 $32.8M 0.04% -162K -12.0% $27.82 +31.7%
113 LOW PUT LOWES COS INC Consumer Cyclical 146,400.0 $32.3M 0.04% -67K -31.3% $220.49 -2.0%
114 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 282,500.0 $32.3M 0.04% -155K -35.5% $114.18 +6.0%
115 EL PUT LAUDER ESTEE COS INC Consumer Defensive 408,500.0 $32.3M 0.04% -58K -12.3% $78.95 +29.1%
116 KWEB CALL KRANESHARES TRUST 1,301,000.0 $31.8M 0.04% -112K -7.9% $24.47 +8.9%
117 ZIM PUT ZIM INTEGRATED SHIPPING SERV Industrials 1,222,300.0 $31.8M 0.04% -66K -5.1% $26.00 +8.7%
118 KRE CALL SPDR SERIES TRUST 418,400.0 $31.3M 0.04% -146K -25.9% $74.85 +0.0%
119 DVN PUT DEVON ENERGY CORP NEW Energy 754,700.0 $31.2M 0.04% -5K -0.6% $41.32 +18.8%
120 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 122,115.0 $30.5M 0.04% -36K -22.6% $249.98 -4.1%
Page 6 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%