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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 7 of 73  ·  1,445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JNJ PUT JOHNSON & JOHNSON Healthcare 120,100.0 $30.5M 0.04% -22K -15.3% $253.97 +6.4%
122 COF CALL CAPITAL ONE FINL CORP Financial Services 149,300.0 $30.0M 0.03% -12K -7.3% $200.62 +8.6%
123 SLV PUT ISHARES SILVER TR Financial Services 554,000.0 $29.6M 0.03% -377K -40.5% $53.47 +17.3%
124 GLD PUT SPDR GOLD TR Financial Services 80,400.0 $29.6M 0.03% -41K -33.9% $368.38 +14.9%
125 RTX PUT RTX CORPORATION Industrials 154,300.0 $29.3M 0.03% -17K -9.9% $189.73 +10.6%
126 CCJ PUT CAMECO CORP Energy 283,400.0 $28.9M 0.03% -38K -11.9% $101.86 +0.6%
127 HAL PUT HALLIBURTON CO Energy 844,800.0 $28.7M 0.03% -239K -22.0% $33.95 +4.1%
128 PFE PUT PFIZER INC Healthcare 1,175,100.0 $28.3M 0.03% -78K -6.2% $24.08 +16.6%
129 EVR CALL EVERCORE INC Financial Services 82,400.0 $28.1M 0.03% -133K -61.8% $341.44 -14.5%
130 SOXL PUT DIREXION SHARES ETF TRUST 104,300.0 $27.8M 0.03% -19K -15.2% $266.71 -54.8%
131 CALL GAMESTOP CORP 1,247,400.0 $27.5M 0.03% -611K -32.9% $22.08
132 DG PUT DOLLAR GEN CORP Consumer Defensive 233,800.0 $26.9M 0.03% -12K -5.1% $115.11 +7.2%
133 EL CALL LAUDER ESTEE COS INC Consumer Defensive 329,700.0 $26.0M 0.03% -23K -6.6% $78.95 +29.1%
134 DLTR PUT DOLLAR TREE INC Consumer Defensive 213,300.0 $25.8M 0.03% -9K -4.1% $120.95 +8.7%
135 RIVN CALL RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,444,800.0 $25.1M 0.03% -748K -34.1% $17.35 -2.2%
136 CSIQ CALL CANADIAN SOLAR INC Energy 1,550,700.0 $24.8M 0.03% -20K -1.3% $16.02 -9.2%
137 EXP CALL EAGLE MATLS INC Basic Materials 109,800.0 $24.7M 0.03% -700.0 -0.6% $225.00 -8.0%
138 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 94,200.0 $24.6M 0.03% -8K -8.1% $260.64 -14.6%
139 NTRS CALL NORTHERN TR CORP Financial Services 140,100.0 $24.4M 0.03% -5K -3.5% $173.84 +5.8%
140 STZ CALL CONSTELLATION BRANDS INC Consumer Defensive 171,500.0 $23.9M 0.03% -44K -20.4% $139.09 -2.5%
Page 7 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%