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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 9 of 106  ·  2,118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CCJ PUT CAMECO CORP Energy 321,800.0 $35.0M 0.06% -198K -38.1% $108.61 -2.0%
162 VLO PUT VALERO ENERGY CORP Energy 140,600.0 $34.7M 0.06% -39K -21.7% $247.08 -4.4%
163 JNJ PUT JOHNSON & JOHNSON Healthcare 141,800.0 $34.7M 0.06% -244K -63.2% $244.44 -6.6%
164 QCOM PUT QUALCOMM INC Technology 266,700.0 $34.3M 0.06% -221K -45.3% $128.78 +75.6%
165 HUM CALL HUMANA INC Healthcare 197,300.0 $34.2M 0.06% -7K -3.5% $173.39 +108.0%
166 TPR TAPESTRY INC Consumer Cyclical 240,730.0 $34.0M 0.06% -158K -39.7% $141.11 +1.7%
167 GTLS PUT CHART INDS INC Industrials 163,700.0 $33.8M 0.06% -104K -38.8% $206.75 +0.6%
168 CRWD CROWDSTRIKE HLDGS INC Technology 86,634.0 $33.8M 0.06% -38K -30.6% $390.41 +75.4%
169 XBI PUT SPDR SERIES TRUST 261,900.0 $33.5M 0.06% -321K -55.0% $127.73 +10.2%
170 EL PUT LAUDER ESTEE COS INC Consumer Defensive 466,000.0 $33.4M 0.06% -39K -7.8% $71.77 +18.2%
171 AA PUT ALCOA CORP Basic Materials 502,900.0 $33.4M 0.06% -384K -43.3% $66.33 -10.5%
172 COF PUT CAPITAL ONE FINL CORP Financial Services 181,600.0 $33.1M 0.06% -30K -14.3% $182.43 +10.5%
173 RTX PUT RTX CORPORATION Industrials 171,200.0 $33.0M 0.06% -39K -18.4% $192.90 -3.8%
174 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 857,500.0 $32.9M 0.06% -182K -17.5% $38.42 -7.3%
175 GM CALL GENERAL MTRS CO Consumer Cyclical 441,800.0 $32.9M 0.06% -76K -14.6% $74.50 +6.4%
176 DVN CALL DEVON ENERGY CORP NEW Energy 648,100.0 $32.6M 0.05% -132K -16.9% $50.32 -16.3%
177 IBM PUT INTERNATIONAL BUSINESS MACHS Technology 133,300.0 $32.3M 0.05% -12K -8.4% $242.39 +2.8%
178 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 157,859.0 $31.2M 0.05% -65K -29.1% $197.50 +21.2%
179 WBD PUT WARNER BROS DISCOVERY INC Communication Services 1,135,200.0 $31.2M 0.05% -130K -10.3% $27.46 -4.6%
180 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 63,300.0 $31.1M 0.05% -16K -20.0% $491.53 -5.5%
Page 9 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%