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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 102 of 203  ·  4,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 GXO GXO LOGISTICS INCORPORATED Industrials 23,399.0 $1.2M 0.00% -10K -30.2% $51.85 -3.5%
2022 TLRY PUT TILRAY BRANDS INC Healthcare 187,200.0 $1.2M 0.00% +147K +369.2% $6.47 -28.6%
2023 SM SM ENERGY COMPANY Energy 38,754.0 $1.2M 0.00% +26K +198.2% $31.18 -15.7%
2024 AXTI CALL AXT INC Technology 21,200.0 $1.2M 0.00% NEW $56.98 +24.7%
2025 GCT CALL GIGACLOUD TECHNOLOGY INC Technology 26,600.0 $1.2M 0.00% -29K -52.1% $45.38 -24.9%
2026 FRPT CALL FRESHPET INC Consumer Defensive 20,400.0 $1.2M 0.00% -3K -13.9% $58.96 -12.2%
2027 MTUM CALL ISHARES TR 5,000.0 $1.2M 0.00% NEW $239.99 +37.5%
2028 HNRG HALLADOR ENERGY COMPANY Energy 73,572.0 $1.2M 0.00% NEW $16.28 +6.0%
2029 JOBY CALL JOBY AVIATION INC Industrials 144,900.0 $1.2M 0.00% -8K -5.0% $8.26 +13.0%
2030 MKSI PUT MKS INC. Technology 5,200.0 $1.2M 0.00% -1K -17.5% $229.81 +67.9%
2031 CSGP CALL COSTAR GROUP INC Real Estate 29,500.0 $1.2M 0.00% -26K -47.0% $40.34 -24.8%
2032 ESLT CALL ELBIT SYS LTD Industrials 1,400.0 $1.2M 0.00% NEW $849.09 -9.2%
2033 RSG CALL REPUBLIC SVCS INC Industrials 5,400.0 $1.2M 0.00% -7K -57.1% $219.02 -2.1%
2034 BALL CALL BALL CORP Consumer Cyclical 20,000.0 $1.2M 0.00% -3K -13.8% $59.11 +5.4%
2035 VOO VANGUARD INDEX FDS 1,978.0 $1.2M 0.00% NEW $597.55 +13.9%
2036 ITT CALL ITT INC Industrials 6,200.0 $1.2M 0.00% +5K +416.7% $190.53 +2.6%
2037 ESTA CALL ESTABLISHMENT LABS HLDGS INC Healthcare 20,800.0 $1.2M 0.00% -7K -25.2% $56.78 +56.4%
2038 AOS PUT SMITH A O CORP Industrials 17,900.0 $1.2M 0.00% -50K -73.7% $65.94 -8.2%
2039 HAS CALL HASBRO INC Consumer Cyclical 12,600.0 $1.2M 0.00% -36K -74.1% $93.60 -9.9%
2040 QIAGEN NV 29,434.0 $1.2M 0.00% NEW $40.04
Page 102 of 203  ·  4,047 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%