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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 166 of 203  ·  4,047 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 MTH PUT MERITAGE HOMES CORP Consumer Cyclical 2,300.0 $142K +600.0 +35.3% $61.84 +22.5%
3302 APPF PUT APPFOLIO INC Technology 900.0 $142K +800.0 +800.0% $157.82 -4.0%
3303 BITB BITWISE BITCOIN ETF TR Financial Services 3,846.0 $142K +4K +2534.2% $36.81 -7.3%
3304 CMCSA COMCAST CORP NEW Communication Services 4,925.0 $141K -987K -99.5% $28.71 -21.9%
3305 PSN PUT PARSONS CORP DEL Industrials 2,600.0 $141K -900.0 -25.7% $54.17 -3.6%
3306 SAIA CALL SAIA INC Industrials 400.0 $141K +200.0 +100.0% $351.28 +23.9%
3307 FERG CALL FERGUSON ENTERPRISES INC Industrials 600.0 $140K -5K -90.0% $233.26 +2.2%
3308 POOL POOL CORP Industrials 688.0 $139K +542.0 +371.2% $202.33 -1.7%
3309 LEIDOS HOLDINGS INC 895.0 $139K -4K -81.0% $155.52
3310 NNN NNN REIT INC Real Estate 3,302.0 $139K NEW $42.03 +7.1%
3311 CAG CALL CONAGRA BRANDS INC Consumer Defensive 8,800.0 $138K -161K -94.8% $15.72 -16.0%
3312 LHX CALL L3HARRIS TECHNOLOGIES INC Industrials 400.0 $138K -5K -92.9% $345.15 -14.6%
3313 BOH BANK HAWAII CORP Financial Services 1,859.0 $138K NEW $74.25 +4.8%
3314 WU CALL WESTERN UN CO Financial Services 15,800.0 $138K -1K -6.0% $8.73 -18.4%
3315 PTEN PATTERSON-UTI ENERGY INC Energy 12,674.0 $137K -239K -95.0% $10.83 -7.3%
3316 GOOS PUT CANADA GOOSE HLDGS INC Consumer Cyclical 12,500.0 $137K -13K -50.2% $10.97 -10.8%
3317 AMP AMERIPRISE FINL INC Financial Services 308.0 $137K NEW $444.40 +5.2%
3318 MCHI ISHARES TR 2,436.0 $137K $56.18 -6.1%
3319 CNR CALL CORE NATURAL RESOURCES INC Energy 1,300.0 $136K -4K -77.2% $104.73 -20.2%
3320 PUT LITHIUM AMERS CORP NEW 34,400.0 $136K +26K +309.5% $3.95
Page 166 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%