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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 85 of 196  ·  3,913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 MLM PUT MARTIN MARIETTA MATLS INC Basic Materials 4,600.0 $2.7M 0.00% -200.0 -4.2% $576.70 -8.3%
1682 ALLY ALLY FINL INC Financial Services 57,435.0 $2.6M 0.00% -34K -37.4% $45.95 -7.0%
1683 WELL CALL WELLTOWER INC Real Estate 11,600.0 $2.6M 0.00% +9K +346.1% $226.97 +5.5%
1684 HTZ PUT HERTZ GLOBAL HLDGS INC Industrials 1,162,100.0 $2.6M 0.00% +369K +46.5% $2.27 -9.9%
1685 SG SWEETGREEN INC Consumer Cyclical 297,952.0 $2.6M 0.00% -24K -7.4% $8.81 -22.9%
1686 PPG PUT PPG INDS INC Basic Materials 21,600.0 $2.6M 0.00% -26K -54.8% $121.29 -6.5%
1687 FIGR PUT FIGURE TECHNOLOGY SOLUTIO Financial Services 85,200.0 $2.6M 0.00% -43K -33.6% $30.71 +23.8%
1688 QLYS CALL QUALYS INC Technology 19,000.0 $2.6M 0.00% +17K +900.0% $137.49 +37.2%
1689 MTH PUT MERITAGE HOMES CORP Consumer Cyclical 31,000.0 $2.6M 0.00% +29K +1247.8% $83.85 -15.9%
1690 SMG SCOTTS MIRACLE-GRO CO Basic Materials 37,904.0 $2.6M 0.00% NEW $68.11 -11.0%
1691 JCI JOHNSON CONTROLS INTERNATION Industrials 17,662.0 $2.6M 0.00% -40K -69.1% $146.11 -2.7%
1692 BNS BANK NOVA SCOTIA B C Financial Services 29,711.0 $2.6M 0.00% +11K +59.4% $86.84 +7.0%
1693 TRV CALL TRAVELERS COMPANIES INC Financial Services 7,800.0 $2.6M 0.00% +6K +290.0% $330.12 +11.9%
1694 BERKSHIRE HATHAWAY INC DEL 5,143.0 $2.6M 0.00% -3K -35.5% $500.39
1695 ENPH ENPHASE ENERGY INC Energy 52,177.0 $2.6M 0.00% -51K -49.5% $49.24 -20.3%
1696 VMC PUT VULCAN MATLS CO Basic Materials 8,700.0 $2.6M 0.00% +200.0 +2.4% $295.01 -7.2%
1697 SBET PUT SHARPLINK INC Financial Services 534,300.0 $2.6M 0.00% +105K +24.6% $4.80 +85.0%
1698 DOV CALL DOVER CORP Industrials 11,400.0 $2.6M 0.00% +2K +22.6% $224.28 -10.0%
1699 MXL MAXLINEAR INC Technology 19,953.0 $2.6M 0.00% NEW $128.03 -50.5%
1700 EHC PUT ENCOMPASS HEALTH CORP Healthcare 25,200.0 $2.5M 0.00% NEW $101.08 +18.3%
Page 85 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%