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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 16 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FDX PUT FEDEX CORP Industrials 183,900.0 $57.6M 0.07% -166K -47.5% $313.13 +3.8%
302 URI CALL UNITED RENTALS INC Industrials 50,700.0 $57.4M 0.07% -8K -13.2% $1132.89 -3.0%
303 CHTR PUT CHARTER COMMUNICATIONS INC Communication Services 402,700.0 $57.3M 0.07% +291K +260.8% $142.21 +5.6%
304 BK BANK OF NY MELLON CORP Financial Services 395,669.0 $57.2M 0.07% +230K +138.7% $144.61 -1.9%
305 DE CALL DEERE & CO Industrials 90,200.0 $57.2M 0.07% +24K +37.3% $634.33 +2.1%
306 DIS PUT DISNEY WALT CO Communication Services 594,100.0 $57.2M 0.07% +215K +56.7% $96.25 +12.0%
307 CEG CALL CONSTELLATION ENERGY CORP Utilities 229,800.0 $57.1M 0.07% -22K -8.6% $248.37 +9.9%
308 CIFR CALL CIPHER DIGITAL INC Financial Services 2,328,300.0 $57.0M 0.07% +47K +2.1% $24.50 -35.7%
309 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 3,175,900.0 $56.9M 0.07% -79K -2.4% $17.93 +5.5%
310 MS PUT MORGAN STANLEY Financial Services 271,700.0 $56.8M 0.07% +42K +18.3% $209.04 +2.5%
311 BX CALL BLACKSTONE INC Financial Services 479,500.0 $56.4M 0.06% +11K +2.4% $117.67 +21.8%
312 COHR CALL COHERENT CORP Technology 142,800.0 $56.3M 0.06% +50K +53.7% $394.47 -26.6%
313 AXP CALL AMERICAN EXPRESS CO Financial Services 166,500.0 $56.3M 0.06% $338.25 -0.7%
314 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 475,800.0 $56.2M 0.06% +313K +191.5% $118.21 -6.6%
315 WFC CALL WELLS FARGO & CO Financial Services 679,700.0 $56.2M 0.06% -182K -21.1% $82.64 +1.5%
316 APLD CALL APPLIED DIGITAL CORP Technology 1,496,400.0 $55.8M 0.06% +336K +28.9% $37.30 -27.1%
317 APH CALL AMPHENOL CORP Technology 316,100.0 $55.7M 0.06% +266K +525.9% $176.32 -11.0%
318 BKNG BOOKING HOLDINGS INC Consumer Cyclical 310,566.0 $55.4M 0.06% +306K +6468.6% $178.24 +17.6%
319 CALL HONEYWELL INTL INC 246,200.0 $55.1M 0.06% NEW $223.90
320 MCD CALL MCDONALDS CORP Consumer Cyclical 202,400.0 $54.7M 0.06% +61K +43.2% $270.31 +0.2%
Page 16 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%