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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 113 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 JKHY PUT HENRY JACK & ASSOC INC Technology 7,900.0 $1.1M 0.00% +8K +1875.0% $137.74 +23.2%
2242 ROL ROLLINS INC Consumer Cyclical 26,063.0 $1.1M 0.00% NEW $41.74 -12.8%
2243 CHDN CHURCHILL DOWNS INC Consumer Cyclical 12,131.0 $1.1M 0.00% +4K +51.3% $89.64 +0.3%
2244 NOVT PUT NOVANTA INC Technology 6,700.0 $1.1M 0.00% $162.24 -12.4%
2245 TDC PUT TERADATA CORP DEL Technology 31,300.0 $1.1M 0.00% +11K +56.5% $34.65 -17.0%
2246 TGTX TG THERAPEUTICS INC Healthcare 19,679.0 $1.1M 0.00% +14K +265.4% $54.94 -1.8%
2247 PCAR CALL PACCAR INC Industrials 9,000.0 $1.1M 0.00% +400.0 +4.7% $120.12 +4.3%
2248 BALL CALL BALL CORP Consumer Cyclical 17,300.0 $1.1M 0.00% -3K -13.5% $62.40 +2.2%
2249 ENB PUT ENBRIDGE INC Energy 19,900.0 $1.1M 0.00% +7K +56.7% $54.21 -7.4%
2250 SGHC CALL SUPER GROUP SGHC LIMITED Consumer Cyclical 79,600.0 $1.1M 0.00% -133K -62.6% $13.55 +2.0%
2251 EXPAND ENERGY CORPORATION 11,821.0 $1.1M 0.00% NEW $91.19
2252 MUSA PUT MURPHY USA INC Consumer Cyclical 2,000.0 $1.1M 0.00% +1K +185.7% $538.87 -6.6%
2253 FICO PUT FAIR ISAAC CORP Technology 900.0 $1.1M 0.00% -2K -71.0% $1194.78 -3.4%
2254 OC OWENS CORNING NEW Industrials 6,760.0 $1.1M 0.00% -5K -43.0% $158.96 -10.0%
2255 LKQ LKQ CORP Consumer Cyclical 40,778.0 $1.1M 0.00% -6K -12.4% $26.33 -3.0%
2256 SOLS PUT SOLSTICE ADVANCED MATLS INC Basic Materials 12,100.0 $1.1M 0.00% +4K +53.2% $88.60 -28.3%
2257 PCAR PACCAR INC Industrials 8,919.0 $1.1M 0.00% -3K -25.2% $120.12 +4.3%
2258 RR CALL RICHTECH ROBOTICS INC Industrials 507,600.0 $1.1M 0.00% +166K +48.7% $2.11 -13.3%
2259 AGI PUT ALAMOS GOLD INC Basic Materials 35,300.0 $1.1M 0.00% +7K +26.1% $30.34 +21.1%
2260 SEI CALL SOLARIS ENERGY INFRAS INC Energy 13,300.0 $1.1M 0.00% -900.0 -6.3% $80.46 -38.0%
Page 113 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%