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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 4 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLOC FLOWCO HLDGS INC Energy 297,127.0 $6.1M 0.03% NEW $20.60 +32.0%
62 LEMAITRE VASCULAR INC 5,000,000.0 $5.7M 0.02% NEW $1.13
63 SUNC SUNOCOCORP LLC Energy 91,019.0 $5.6M 0.02% NEW $61.65 +14.9%
64 TMC TMC THE METALS COMPANY INC Basic Materials 1,196,793.0 $5.6M 0.02% NEW $4.67 +14.4%
65 CAPR CAPRICOR THERAPEUTICS INC Healthcare 177,543.0 $5.4M 0.02% NEW $30.40 -6.0%
66 ADNT ADIENT PLC Consumer Cyclical 264,898.0 $5.4M 0.02% NEW $20.21 +1.4%
67 LHX L3HARRIS TECHNOLOGIES INC Industrials 15,238.0 $5.3M 0.02% NEW $345.15 -11.7%
68 OLED UNIVERSAL DISPLAY CORP Technology 57,198.0 $5.2M 0.02% NEW $91.66 +0.6%
69 EME EMCOR GROUP INC Industrials 6,909.0 $5.1M 0.02% NEW $738.31 +22.7%
70 SOXX ISHARES TR 15,021.0 $4.9M 0.02% NEW $328.66 +55.8%
71 ON SEMICONDUCTOR CORP 5,000,000.0 $4.9M 0.02% NEW $0.98
72 WTFC WINTRUST FINL CORP Financial Services 33,001.0 $4.6M 0.02% NEW $138.94 +4.8%
73 RALLIANT CORP 108,790.0 $4.5M 0.02% NEW $41.59
74 BR BROADRIDGE FINL SOLUTIONS IN Technology 27,164.0 $4.4M 0.02% NEW $162.48 -9.9%
75 EQPT EQUIPMENTSHARE COM INC Industrials 206,805.0 $4.2M 0.02% NEW $20.37 +15.1%
76 JETS PUT ETF SER SOLUTIONS 169,000.0 $4.2M 0.02% NEW $24.63 +5.5%
77 IEX IDEX CORP Industrials 21,426.0 $4.1M 0.02% NEW $189.55 +9.9%
78 EYPT EYEPOINT INC Healthcare 300,184.0 $3.9M 0.02% NEW $12.89 -5.2%
79 KMT KENNAMETAL INC Industrials 105,682.0 $3.8M 0.02% NEW $36.13 -4.4%
80 INSTALLED BLDG PRODS INC 14,244.0 $3.8M 0.02% NEW $265.15
Page 4 of 35  ·  685 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%