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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 47 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PEG PUT PUBLIC SVC ENTERPRISE GROUP Utilities 8,000.0 $648K 0.00% +4K +100.0% $80.95 -5.1%
922 BAYTEX ENERGY CORP 144,613.0 $646K 0.00% +14K +10.9% $4.47
923 AON CALL AON PLC Financial Services 2,000.0 $646K 0.00% +2K +400.0% $322.78 +0.3%
924 VNOM CALL VIPER ENERGY INC Energy 13,700.0 $644K 0.00% +4K +47.3% $46.99 +4.5%
925 DOO BRP INC Consumer Cyclical 8,958.0 $643K 0.00% +5K +101.0% $71.81 -22.9%
926 ACHR CALL ARCHER AVIATION INC Industrials 124,400.0 $643K 0.00% +78K +169.3% $5.17 +14.3%
927 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,404.0 $640K 0.00% +651.0 +23.6% $188.00 +19.7%
928 WEC WEC ENERGY GROUP INC Utilities 5,515.0 $638K 0.00% +5K +6239.1% $115.77 -5.4%
929 ESTC CALL ELASTIC N V Technology 12,700.0 $635K 0.00% +12K +1311.1% $49.99 +7.8%
930 IDCC CALL INTERDIGITAL INC Technology 2,100.0 $634K 0.00% +200.0 +10.5% $302.00 -12.6%
931 TDW TIDEWATER INC NEW Energy 7,577.0 $633K 0.00% +915.0 +13.7% $83.55 +2.1%
932 UPWK CALL UPWORK INC Industrials 57,700.0 $632K 0.00% +17K +40.4% $10.96 -20.2%
933 BLD PUT TOPBUILD COR Industrials 1,800.0 $632K 0.00% +2K +1700.0% $351.30 +13.4%
934 THO THOR INDS INC Consumer Cyclical 7,868.0 $629K 0.00% +3K +65.0% $79.89 -7.6%
935 PVH PUT PVH CORPORATION Consumer Cyclical 9,000.0 $628K 0.00% +100.0 +1.1% $69.76 +15.2%
936 POOL CALL POOL CORP Industrials 3,100.0 $627K 0.00% +2K +93.8% $202.33 -10.3%
937 PH PUT PARKER-HANNIFIN CORP Industrials 700.0 $627K 0.00% +600.0 +600.0% $895.24 -4.1%
938 NVTS NAVITAS SEMICONDUCTOR CORP Technology 71,277.0 $625K 0.00% +71K +10000.0% $8.77 +124.3%
939 PUT CMB.TECH NV 48,900.0 $619K 0.00% +49K +10000.0% $12.65
940 CGNX PUT COGNEX CORP Technology 12,600.0 $617K 0.00% +8K +152.0% $48.99 +23.8%
Page 47 of 65  ·  1,284 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%