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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 56 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 JACK CALL JACK IN THE BOX INC Consumer Cyclical 26,800.0 $424K 0.00% -14K -34.8% $15.81 +12.8%
1102 FSLY FASTLY INC Technology 23,018.0 $423K 0.00% -89K -79.5% $18.36 +24.9%
1103 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,716.0 $420K 0.00% -33K -95.1% $244.77 -16.1%
1104 LMND LEMONADE INC Financial Services 6,447.0 $419K 0.00% -277K -97.7% $65.05 -17.2%
1105 PCG PG&E CORP Utilities 24,884.0 $419K 0.00% -28K -52.7% $16.82 +7.7%
1106 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,228.0 $415K 0.00% -1K -48.3% $338.15 +0.2%
1107 MUSA MURPHY USA INC Consumer Cyclical 769.0 $414K 0.00% -18K -96.0% $538.87 +5.4%
1108 AMP CALL AMERIPRISE FINL INC Financial Services 900.0 $413K 0.00% -2K -70.0% $458.76 +22.3%
1109 HELE CALL HELEN OF TROY LTD Consumer Defensive 14,200.0 $413K 0.00% -14K -49.3% $29.07 -1.7%
1110 VST CALL VISTRA CORP Utilities 2,600.0 $412K 0.00% -14K -84.4% $158.63 -14.5%
1111 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 43,900.0 $412K 0.00% -104K -70.3% $9.39 +20.3%
1112 AM CALL ANTERO MIDSTREAM CORP Energy 18,000.0 $410K 0.00% -38K -67.7% $22.75 -2.7%
1113 GRAB CALL GRAB HOLDINGS LIMITED Technology 108,600.0 $409K 0.00% -70K -39.2% $3.77 -6.6%
1114 VITL VITAL FARMS INC Consumer Defensive 35,184.0 $409K 0.00% -49K -58.4% $11.63 -4.7%
1115 WT CALL WISDOMTREE INC Financial Services 24,000.0 $407K 0.00% -66K -73.2% $16.94 +40.7%
1116 NYT CALL NEW YORK TIMES CO MTN BE Communication Services 5,800.0 $406K 0.00% -5K -45.3% $69.98 -3.6%
1117 EPAM CALL EPAM SYS INC Technology 5,100.0 $405K 0.00% -4K -42.7% $79.35 +40.2%
1118 EOSE CALL EOS ENERGY ENTERPRISES INC Industrials 68,700.0 $404K 0.00% -47K -40.8% $5.88 -41.2%
1119 ORA PUT ORMAT TECHNOLOGIES INC Utilities 3,700.0 $403K 0.00% -7K -64.1% $108.90 -3.2%
1120 SOLV PUT SOLVENTUM CORP Healthcare 5,200.0 $401K 0.00% -10K -66.0% $77.15 +18.3%
Page 56 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%