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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 108 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 MKC MCCORMICK & CO INC Consumer Defensive 18,377.0 $927K 0.00% +17K +1633.7% $50.44 -5.2%
2142 BRBR CALL BELLRING BRANDS INC Consumer Defensive 57,600.0 $927K 0.00% -28K -32.9% $16.09 -44.6%
2143 NKTR NEKTAR THERAPEUTICS Healthcare 12,878.0 $927K 0.00% NEW $71.95 -7.4%
2144 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 91,645.0 $926K 0.00% -33K -26.7% $10.10 +1.8%
2145 PCG PG&E CORP Utilities 52,648.0 $925K 0.00% +46K +754.7% $17.57 -6.1%
2146 FITB CALL FIFTH THIRD BANCORP Financial Services 19,900.0 $925K 0.00% -8K -28.2% $46.46 +6.5%
2147 EMR EMERSON ELEC CO Industrials 7,054.0 $924K 0.00% -178K -96.2% $131.02 +4.1%
2148 PCAR PUT PACCAR INC Industrials 8,000.0 $924K 0.00% -12K -59.8% $115.50 -5.3%
2149 SFM SPROUTS FMRS MKT INC Consumer Defensive 11,966.0 $923K 0.00% -107K -89.9% $77.13 +12.4%
2150 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 61,300.0 $923K 0.00% +61K +10000.0% $15.05 -5.5%
2151 ESOA ENERGY SERVICES OF AMER CORP Industrials 70,193.0 $922K 0.00% NEW $13.13 +33.1%
2152 ACGL CALL ARCH CAP GROUP LTD Financial Services 9,600.0 $922K 0.00% +3K +45.5% $95.99 +0.3%
2153 DRI CALL DARDEN RESTAURANTS INC Consumer Cyclical 4,700.0 $921K 0.00% -20K -80.6% $196.04 +3.8%
2154 POET CALL POET TECHNOLOGIES INC Technology 154,500.0 $918K 0.00% -41K -20.9% $5.94 +145.6%
2155 VICR CALL VICOR CORP Technology 5,700.0 $918K 0.00% -11K -66.5% $161.00 +66.5%
2156 PENN CALL PENN ENTERTAINMENT INC Consumer Cyclical 61,000.0 $917K 0.00% +22K +56.8% $15.03 +12.3%
2157 BHP CALL BHP BILLITON LIMITED Basic Materials 12,600.0 $917K 0.00% -47K -78.8% $72.74 +16.3%
2158 BALL CALL BALL CORP Consumer Cyclical 15,500.0 $916K 0.00% -17K -52.0% $59.11 -4.4%
2159 BTDR BITDEER TECHNOLOGIES GROUP Technology 105,619.0 $914K 0.00% +12K +13.3% $8.65 +69.4%
2160 SRE CALL SEMPRA Utilities 9,400.0 $913K 0.00% -22K -70.2% $97.17 -4.5%
Page 108 of 216  ·  4,317 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%