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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 7 of 106  ·  2,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP CALL AMERICAN EXPRESS CO Financial Services 166,800.0 $50.5M 0.08% -307K -64.8% $302.48 +11.7%
122 LLY CALL ELI LILLY & CO Healthcare 53,300.0 $49.0M 0.08% -64K -54.4% $919.77 +19.4%
123 NEM PUT NEWMONT CORP Basic Materials 451,300.0 $48.9M 0.08% -770K -63.0% $108.25 -4.1%
124 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 3,033,600.0 $48.2M 0.08% -1.9M -38.1% $15.88 +12.8%
125 VST CALL VISTRA CORP Utilities 315,700.0 $47.5M 0.08% -20K -6.0% $150.33 +8.9%
126 SCHW PUT SCHWAB CHARLES CORP Financial Services 504,500.0 $47.4M 0.08% -207K -29.1% $93.98 -2.4%
127 MCD PUT MCDONALDS CORP Consumer Cyclical 151,700.0 $47.1M 0.08% -23K -13.4% $310.79 -10.4%
128 ANET PUT ARISTA NETWORKS INC Technology 380,600.0 $46.7M 0.08% -350K -47.9% $122.78 +38.2%
129 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 2,110,300.0 $45.6M 0.08% -161K -7.1% $21.62 +22.1%
130 TGT PUT TARGET CORP Consumer Defensive 366,400.0 $44.4M 0.07% -8K -2.1% $121.20 +7.9%
131 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 680,400.0 $44.0M 0.07% -337K -33.1% $64.61 +54.4%
132 MCD CALL MCDONALDS CORP Consumer Cyclical 141,300.0 $43.9M 0.07% -36K -20.1% $310.79 -10.4%
133 CNC CENTENE CORP DEL Healthcare 1,309,557.0 $42.9M 0.07% -1.1M -45.9% $32.74 +86.4%
134 MA PUT MASTERCARD INCORPORATED Financial Services 85,400.0 $42.7M 0.07% -7K -7.4% $499.66 -2.0%
135 BIDU PUT BAIDU INC Communication Services 378,200.0 $42.1M 0.07% -466K -55.2% $111.42 +0.3%
136 AMGN CALL AMGEN INC Healthcare 119,300.0 $42.0M 0.07% -11K -8.5% $351.85 -4.1%
137 CAVA CALL CAVA GROUP INC Consumer Cyclical 512,700.0 $41.5M 0.07% -76K -12.9% $80.90 +10.2%
138 DLTR CALL DOLLAR TREE INC Consumer Defensive 376,400.0 $41.2M 0.07% -166K -30.6% $109.51 +2.0%
139 GE CALL GE AEROSPACE Industrials 142,600.0 $40.5M 0.07% -10K -6.9% $283.77 +26.0%
140 KWEB CALL KRANESHARES TRUST 1,413,200.0 $40.2M 0.07% -271K -16.1% $28.43 -11.2%
Page 7 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%