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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 180 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 VET CALL VERMILION ENERGY INC Energy 5,600.0 $52K +4K +273.3% $9.37 +35.9%
3582 APPN APPIAN CORP Technology 2,279.0 $52K NEW $22.90 +67.2%
3583 ROP ROPER TECHNOLOGIES INC Industrials 152.0 $51K NEW $338.39 +21.7%
3584 DRS PUT LEONARDO DRS INC Industrials 1,200.0 $51K -400.0 -25.0% $42.67 -4.6%
3585 TVTX PUT TRAVERE THERAPEUTICS INC Healthcare 900.0 $51K NEW $56.81 +15.7%
3586 PUT SMURFIT WESTROCK PLC 1,100.0 $51K -8K -88.0% $46.26
3587 SFIX CALL STITCH FIX INC Consumer Cyclical 12,300.0 $51K NEW $4.11 -18.7%
3588 BRUN PUT BOOST RUN INC 1,300.0 $50K NEW $38.81 -49.7%
3589 JOE PUT ST JOE CO Real Estate 800.0 $50K NEW $62.63 +10.0%
3590 AWR PUT AMER STATES WTR CO Utilities 600.0 $50K NEW $82.63 +7.3%
3591 BITB BITWISE BITCOIN ETF TR Financial Services 1,543.0 $49K -2K -59.9% $31.86 +31.3%
3592 KMT PUT KENNAMETAL INC Industrials 1,400.0 $49K $35.05 -14.5%
3593 AVY PUT AVERY DENNISON CORP Industrials 300.0 $49K +200.0 +200.0% $162.35 +13.2%
3594 IT GARTNER INC Technology 374.0 $48K NEW $129.62 +51.1%
3595 GT CALL GOODYEAR TIRE & RUBR CO Consumer Cyclical 7,300.0 $48K -17K -69.8% $6.60 -9.5%
3596 MAC PUT MACERICH CO Real Estate 1,900.0 $48K -3K -58.7% $25.19 -3.2%
3597 SMG CALL SCOTTS MIRACLE-GRO CO Basic Materials 700.0 $48K -2K -73.1% $68.11 -10.4%
3598 AMTM CALL AMENTUM HOLDINGS INC Industrials 2,300.0 $48K -102K -97.8% $20.67 +4.0%
3599 LBRT CALL LIBERTY ENERGY INC Energy 1,800.0 $47K +100.0 +5.9% $26.19 -26.1%
3600 ULCC PUT FRONTIER GROUP HLDGS INC Industrials 5,900.0 $47K +2K +34.1% $7.91 -24.7%
Page 180 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%