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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 65 of 106  ·  2,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CMI PUT CUMMINS INC Industrials 1,000.0 $538K 0.00% -7K -88.1% $538.02 +33.2%
1282 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 3,100.0 $538K 0.00% -1K -26.2% $173.45 -6.4%
1283 MHK MOHAWK INDS INC Consumer Cyclical 5,460.0 $538K 0.00% -4K -43.0% $98.46 +14.1%
1284 CAKE CALL CHEESECAKE FACTORY INC Consumer Cyclical 9,800.0 $537K 0.00% -7K -40.2% $54.75 +41.0%
1285 ARRY CALL ARRAY TECHNOLOGIES INC Energy 74,100.0 $536K 0.00% -60K -44.5% $7.23 +10.7%
1286 BN PUT BROOKFIELD CORP Financial Services 13,200.0 $534K 0.00% -2K -14.8% $40.47 +9.8%
1287 CHD CALL CHURCH & DWIGHT CO INC Consumer Defensive 5,700.0 $532K 0.00% -200.0 -3.4% $93.32 +2.5%
1288 SHOP SHOPIFY INC Technology 4,483.0 $532K 0.00% -108K -96.0% $118.62 -8.2%
1289 FHN FIRST HORIZON CORPORATION Financial Services 23,310.0 $531K 0.00% -107K -82.2% $22.76 +9.0%
1290 SG CALL SWEETGREEN INC Consumer Cyclical 102,000.0 $529K 0.00% -158K -60.8% $5.19 +72.8%
1291 NXE PUT NEXGEN ENERGY LTD Energy 45,500.0 $528K 0.00% -11K -20.0% $11.60 -8.2%
1292 GRAB GRAB HOLDINGS LIMITED Technology 143,517.0 $525K 0.00% -1.0M -87.5% $3.66 -2.5%
1293 EGO CALL ELDORADO GOLD CORP NEW Basic Materials 15,300.0 $525K 0.00% -13K -46.5% $34.33 -3.7%
1294 TME CALL TENCENT MUSIC ENTMT GROUP Communication Services 56,600.0 $525K 0.00% -54K -48.8% $9.28 -5.9%
1295 NOG PUT NORTHERN OIL & GAS INC Energy 17,900.0 $523K 0.00% -44K -71.1% $29.23 -33.5%
1296 TE PUT T1 ENERGY INC Industrials 119,100.0 $523K 0.00% -5K -4.1% $4.39 +113.0%
1297 DK CALL DELEK US HLDGS INC NEW Energy 11,600.0 $523K 0.00% -2K -15.3% $45.07 -8.0%
1298 WCC CALL WESCO INTL INC Industrials 1,900.0 $520K 0.00% -11K -85.3% $273.62 +33.5%
1299 WEN WENDYS CO Consumer Cyclical 74,310.0 $516K 0.00% -16K -17.7% $6.95 -2.2%
1300 FOLD CALL AMICUS THERAPEUTIC Healthcare 35,700.0 $516K 0.00% -4K -10.1% $14.46 +0.2%
Page 65 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%