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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 6 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ATI ATI INC Industrials 146,109.0 $21.3M 0.09% +44K +42.8% $145.46 +6.0%
102 NVO NOVO-NORDISK A S Healthcare 578,309.0 $21.3M 0.09% +78K +15.5% $36.75 +24.6%
103 BAC CALL BANK AMERICA CORP Financial Services 434,600.0 $21.2M 0.09% +180K +70.6% $48.75 +2.1%
104 TMO THERMO FISHER SCIENTIFIC INC Healthcare 43,039.0 $21.2M 0.09% +29K +202.1% $491.53 -8.8%
105 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 1,200,078.0 $21.1M 0.09% +274K +29.6% $17.62 -0.6%
106 GILD GILEAD SCIENCES INC Healthcare 150,967.0 $21.0M 0.09% +128K +552.1% $139.37 -5.2%
107 MRK MERCK & CO INC Healthcare 174,672.0 $21.0M 0.09% +84K +92.4% $120.29 -5.7%
108 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 398,097.0 $21.0M 0.09% +133K +50.1% $52.75 -10.6%
109 WTS WATTS WATER TECHNOLOGIES INC Industrials 71,800.0 $20.8M 0.09% +8K +12.1% $290.29 +3.8%
110 SO SOUTHERN CO Utilities 215,732.0 $20.8M 0.09% +214K +10000.0% $96.52 -2.9%
111 NIO INC 20,950,000.0 $20.8M 0.09% +15.9M +319.0% $0.99
112 GSK GSK PLC Healthcare 373,096.0 $20.6M 0.09% +321K +618.8% $55.19 -7.7%
113 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 364,246.0 $20.6M 0.09% +142K +63.7% $56.49 -8.3%
114 CLS CELESTICA INC Technology 72,648.0 $20.5M 0.09% +7K +11.0% $281.68 +27.3%
115 DINO HF SINCLAIR CORP Energy 327,778.0 $20.5M 0.09% +107K +48.7% $62.39 +10.1%
116 APOS APOLLO GLOBAL MGMT INC Financial Services 181,701.0 $20.2M 0.08% +97K +114.5% $111.42 -76.8%
117 LNG CHENIERE ENERGY INC Energy 70,879.0 $20.1M 0.08% +49K +230.9% $283.76 -15.0%
118 CI THE CIGNA GROUP Healthcare 75,260.0 $20.1M 0.08% +38K +101.0% $266.75 +6.9%
119 LMT LOCKHEED MARTIN CORP Industrials 32,995.0 $19.9M 0.08% +26K +344.5% $604.39 -13.9%
120 QCOM QUALCOMM INC Technology 153,294.0 $19.7M 0.08% +78K +104.7% $128.78 +55.4%
Page 6 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%