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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 60 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CRK PUT COMSTOCK RES INC Energy 22,400.0 $334K 0.00% -40K -64.0% $14.92 -4.3%
1182 JJSF J & J SNACK FOODS CORP Consumer Defensive 4,545.0 $334K 0.00% -1K -18.7% $73.45 +22.3%
1183 PUT CMB.TECH NV 23,800.0 $333K 0.00% -25K -51.3% $13.99
1184 ACI PUT ALBERTSONS COMPANIES INC Consumer Defensive 24,600.0 $333K 0.00% -80K -76.6% $13.53 -6.8%
1185 MKC PUT MCCORMICK & CO INC Consumer Defensive 6,600.0 $333K 0.00% -23K -77.8% $50.42 +11.5%
1186 ABBV ABBVIE INC Healthcare 1,321.0 $332K 0.00% -109K -98.8% $251.64 +5.1%
1187 HIG PUT HARTFORD INSURANCE GROUP INC Financial Services 2,500.0 $331K 0.00% -4K -62.7% $132.52 +4.9%
1188 PUT VERSIGENT PLC 7,800.0 $328K 0.00% -6K -44.7% $42.01
1189 LNC LINCOLN NATL CORP IND Financial Services 9,255.0 $327K 0.00% -3K -26.7% $35.35 +19.9%
1190 CAKE PUT CHEESECAKE FACTORY INC Consumer Cyclical 4,100.0 $326K 0.00% -8K -66.7% $79.54 +44.1%
1191 IFF PUT INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4,100.0 $325K 0.00% -16K -79.3% $79.22 +8.3%
1192 TRIP PUT TRIPADVISOR INC Consumer Cyclical 23,600.0 $324K 0.00% -14K -36.7% $13.71 -25.7%
1193 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,565.0 $322K 0.00% -9K -85.0% $206.01 +9.5%
1194 UWMC CALL UWM HOLDINGS CORPORATION Financial Services 140,700.0 $322K 0.00% -11K -7.3% $2.29 -38.0%
1195 EEFT PUT EURONET WORLDWIDE INC Technology 4,400.0 $322K 0.00% -4K -45.7% $73.19 -4.1%
1196 PCT PUT PURECYCLE TECHNOLOGIES INC Industrials 39,700.0 $322K 0.00% -21K -34.9% $8.11 -18.5%
1197 REXR REXFORD INDL RLTY INC Real Estate 9,605.0 $322K 0.00% -5K -32.6% $33.50 +12.4%
1198 SWK PUT STANLEY BLACK & DECKER INC Industrials 3,400.0 $320K 0.00% -5K -59.0% $94.12 +4.7%
1199 SN PUT SHARKNINJA INC Consumer Cyclical 2,100.0 $320K 0.00% -6K -74.1% $152.27 +20.2%
1200 GDYN GRID DYNAMICS HLDGS INC Technology 56,061.0 $318K 0.00% -121K -68.3% $5.68 +38.4%
Page 60 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%