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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 60 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 FERG CALL FERGUSON ENTERPRISES INC Industrials 400.0 $95K -200.0 -33.3% $237.33 +2.1%
1182 SSYS STRATASYS LTD Technology 10,915.0 $93K -222.0 -2.0% $8.56 -7.7%
1183 SRE CALL SEMPRA Utilities 1,000.0 $93K -41K -97.6% $92.71 -10.6%
1184 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 400.0 $92K -2K -84.6% $229.57 +14.9%
1185 CRTO PUT CRITEO S A Communication Services 5,000.0 $91K -700.0 -12.3% $18.28 -4.6%
1186 NOV CALL NOV INC Energy 4,900.0 $91K -15K -75.5% $18.55 +10.1%
1187 DK DELEK US HLDGS INC NEW Energy 1,769.0 $90K -11K -86.1% $50.81 +40.7%
1188 VRSK PUT VERISK ANALYTICS INC Industrials 500.0 $90K -9K -94.7% $179.53 +4.4%
1189 ASPN CALL ASPEN AEROGELS INC Industrials 14,100.0 $89K -31K -68.6% $6.34 -18.3%
1190 YOU CALL CLEAR SECURE INC Technology 1,600.0 $89K -23K -93.4% $55.73 -22.3%
1191 NOV PUT NOV INC Energy 4,700.0 $87K -6K -56.5% $18.55 +10.1%
1192 LHX PUT L3HARRIS TECHNOLOGIES INC Industrials 300.0 $87K -4K -93.2% $290.59 -8.2%
1193 RXO CALL RXO INC Industrials 3,100.0 $86K -5K -62.2% $27.59 -18.3%
1194 RSG PUT REPUBLIC SVCS INC Industrials 400.0 $85K -5K -92.3% $213.08 +3.6%
1195 DCH PUT DAUCH CORP Industrials 15,700.0 $85K -6K -27.0% $5.42 +26.9%
1196 BZH CALL BEAZER HOMES USA INC Consumer Cyclical 3,000.0 $84K -3K -51.6% $28.05 +18.1%
1197 GSK CALL GSK PLC Healthcare 1,600.0 $84K -16K -91.0% $52.42 -0.0%
1198 WHR CALL WHIRLPOOL CORP Consumer Cyclical 2,100.0 $83K -1K -34.4% $39.42 +2.4%
1199 RXT PUT RACKSPACE TECHNOLOGY INC Technology 12,600.0 $82K -28K -68.9% $6.53 -49.2%
1200 FIS CALL FIDELITY NATL INFORMATION SV Technology 2,100.0 $82K -29K -93.2% $38.88 +6.3%
Page 60 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%