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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 26 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CNQ CALL CANADIAN NAT RES LTD MED TER Energy 167,500.0 $8.2M 0.03% +67K +66.2% $48.73 -0.2%
502 TER PUT TERADYNE INC Technology 27,500.0 $8.2M 0.03% -16K -36.8% $296.46 +8.0%
503 MRNA PUT MODERNA INC Healthcare 160,200.0 $8.1M 0.03% -148K -48.0% $50.80 -8.1%
504 AA PUT ALCOA CORP Basic Materials 122,500.0 $8.1M 0.03% -146K -54.5% $66.33 -6.7%
505 ADBE PUT ADOBE INC Technology 33,400.0 $8.1M 0.03% -59K -63.9% $243.08 +7.0%
506 PR PERMIAN RESOURCES CORP Energy 380,701.0 $8.1M 0.03% +152K +66.4% $21.32 -1.5%
507 KTB KONTOOR BRANDS INC Consumer Cyclical 115,276.0 $8.1M 0.03% NEW $70.29 -10.2%
508 LLY PUT ELI LILLY & CO Healthcare 8,800.0 $8.1M 0.03% -4K -31.8% $919.77 +7.8%
509 TD PUT TORONTO DOMINION BK ONT Financial Services 86,600.0 $8.1M 0.03% -217K -71.5% $93.31 +15.9%
510 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 39,800.0 $8.1M 0.03% -86K -68.5% $202.98 -12.9%
511 C CALL CITIGROUP INC Financial Services 71,100.0 $8.1M 0.03% -101K -58.7% $113.41 +6.3%
512 PPC PILGRIMS PRIDE CORP Consumer Defensive 213,093.0 $8.0M 0.03% +207K +3419.9% $37.76 -27.0%
513 CCL CARNIVAL CORP Consumer Cyclical 309,283.0 $8.0M 0.03% -59K -16.1% $25.88 -8.1%
514 J JACOBS SOLUTIONS INC Industrials 62,771.0 $8.0M 0.03% +56K +867.3% $127.28 -11.5%
515 WORKIVA INC 8,461,000.0 $7.9M 0.03% NEW $0.94
516 JPM CALL JPMORGAN CHASE & CO Financial Services 27,000.0 $7.9M 0.03% -66K -71.1% $294.16 +2.1%
517 OKE PUT ONEOK INC NEW Energy 87,600.0 $7.9M 0.03% -175K -66.7% $90.39 +3.9%
518 DVN PUT DEVON ENERGY CORP NEW Energy 157,300.0 $7.9M 0.03% +33K +26.8% $50.32 -1.2%
519 LECO LINCOLN ELEC HLDGS INC Industrials 31,775.0 $7.9M 0.03% -128K -80.1% $249.08 +2.8%
520 HII HUNTINGTON INGALLS INDS INC Industrials 20,798.0 $7.9M 0.03% +20K +2918.6% $379.90 -14.1%
Page 26 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%