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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 11 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NEM CALL NEWMONT CORP Basic Materials 882,700.0 $82.4M 0.09% +377K +74.5% $93.40 +40.9%
202 CEG PUT CONSTELLATION ENERGY CORP Utilities 331,200.0 $82.3M 0.09% +144K +76.9% $248.37 +9.9%
203 ASML CALL ASML HLDG NV Technology 41,300.0 $82.2M 0.09% +14K +49.6% $1989.44 -11.3%
204 PUT NEBIUS GROUP N.V. 297,300.0 $82.1M 0.09% +98K +48.8% $276.17
205 GLW CORNING INC Technology 320,755.0 $81.9M 0.09% +119K +59.4% $255.43 -41.3%
206 HD PUT HOME DEPOT INC Consumer Cyclical 228,100.0 $80.4M 0.09% +48K +26.4% $352.68 -4.8%
207 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 881,700.0 $80.4M 0.09% +201K +29.6% $91.20 -16.6%
208 FCX CALL FREEPORT MCMORAN INC Basic Materials 1,268,900.0 $79.8M 0.09% +41K +3.3% $62.89 +21.9%
209 HOOD PUT ROBINHOOD MKTS INC Financial Services 794,300.0 $79.7M 0.09% +270K +51.5% $100.28 +7.8%
210 GLW PUT CORNING INC Technology 310,800.0 $79.4M 0.09% +151K +94.4% $255.43 -41.3%
211 SLV CALL ISHARES SILVER TR Financial Services 1,481,000.0 $79.2M 0.09% +498K +50.6% $53.47 +17.3%
212 TTWO PUT TAKE-TWO INTERACTIVE SOFTWAR Communication Services 316,100.0 $79.0M 0.09% +135K +74.2% $249.98 -4.1%
213 DLTR CALL DOLLAR TREE INC Consumer Defensive 650,100.0 $78.6M 0.09% +274K +72.7% $120.95 +8.7%
214 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 551,900.0 $78.5M 0.09% +118K +27.1% $142.21 +5.6%
215 UNP PUT UNION PAC CORP Industrials 288,500.0 $78.5M 0.09% +119K +70.6% $272.00 +13.3%
216 EWY CALL ISHARES INC 388,500.0 $78.4M 0.09% +291K +297.2% $201.90 -11.7%
217 XLU PUT SELECT SECTOR SPDR TR 1,718,600.0 $77.9M 0.09% -143K -7.7% $45.34 -5.7%
218 UPS CALL UNITED PARCEL SVCS INC Industrials 717,700.0 $77.2M 0.09% -187K -20.6% $107.50 -5.1%
219 DKNG CALL DRAFTKINGS INC NEW Consumer Cyclical 3,045,300.0 $76.9M 0.09% +935K +44.3% $25.26 +3.6%
220 CVNA PUT CARVANA CO Consumer Cyclical 1,165,000.0 $76.7M 0.09% +966K +484.0% $65.82 +6.2%
Page 11 of 196  ·  3,913 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%