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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 76 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 GXO CALL GXO LOGISTICS INCORPORATED Industrials 70,200.0 $3.6M 0.00% +55K +364.9% $50.70 -5.2%
1502 O REALTY INCOME CORP Real Estate 57,403.0 $3.6M 0.00% +44K +338.5% $61.96 +0.0%
1503 WSM PUT WILLIAMS SONOMA INC Consumer Cyclical 15,200.0 $3.5M 0.00% +1K +7.0% $233.10 +5.4%
1504 MTZ CALL MASTEC INC Industrials 8,500.0 $3.5M 0.00% -24K -73.9% $416.06 -40.4%
1505 BMO PUT BANK MONTREAL MEDIUM Financial Services 20,000.0 $3.5M 0.00% +8K +72.4% $176.70 -2.6%
1506 AI CALL C3 AI INC Technology 388,700.0 $3.5M 0.00% -53K -12.0% $9.09 +13.6%
1507 CRSP PUT CRISPR THERAPEUTICS AG Healthcare 64,700.0 $3.5M 0.00% +13K +25.6% $54.54 +9.1%
1508 FIVE CALL FIVE BELOW INC Consumer Cyclical 19,600.0 $3.5M 0.00% +300.0 +1.6% $179.79 +38.9%
1509 NTES CALL NETEASE COM INC Technology 27,500.0 $3.5M 0.00% -37K -57.1% $128.14 -4.7%
1510 MKC MCCORMICK & CO INC Consumer Defensive 69,749.0 $3.5M 0.00% +53K +325.5% $50.42 +8.3%
1511 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 111,200.0 $3.5M 0.00% +94K +528.2% $31.61 +10.2%
1512 MTH CALL MERITAGE HOMES CORP Consumer Cyclical 41,900.0 $3.5M 0.00% +40K +2693.3% $83.85 -15.4%
1513 DAR DARLING INGREDIENTS INC Consumer Defensive 64,198.0 $3.5M 0.00% +15K +29.9% $54.62 +13.7%
1514 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 91,900.0 $3.5M 0.00% -35K -27.8% $38.10 +6.4%
1515 DXCM DEXCOM INC Healthcare 51,904.0 $3.5M 0.00% -16K -23.9% $67.35 +34.0%
1516 ADP CALL AUTOMATIC DATA PROCESSING IN Industrials 15,600.0 $3.5M 0.00% -8K -33.6% $223.95 +27.4%
1517 EIX PUT EDISON INTL Utilities 46,800.0 $3.5M 0.00% -46K -49.5% $74.45 -1.4%
1518 MTN VAIL RESORTS INC Consumer Cyclical 25,537.0 $3.5M 0.00% NEW $136.15 +7.6%
1519 CALL CRITICAL METALS CORP 339,000.0 $3.5M 0.00% +106K +45.4% $10.25
1520 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 458,800.0 $3.5M 0.00% +230K +100.1% $7.56 -22.8%
Page 76 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%