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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 28 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PFE PUT PFIZER INC Healthcare 270,000.0 $7.6M 0.03% -406K -60.0% $28.08 -9.8%
542 KHC CALL KRAFT HEINZ CO Consumer Defensive 336,400.0 $7.6M 0.03% -211K -38.6% $22.49 +3.8%
543 COLLEGIUM PHARMACEUTICAL INC 6,498,000.0 $7.6M 0.03% $1.16
544 SBUX STARBUCKS CORP Consumer Cyclical 84,258.0 $7.5M 0.03% -242K -74.2% $89.59 +19.0%
545 WMT PUT WALMART INC Consumer Defensive 60,700.0 $7.5M 0.03% -215K -78.0% $124.28 +7.3%
546 SHOP PUT SHOPIFY INC Technology 63,400.0 $7.5M 0.03% -125K -66.3% $118.62 -13.7%
547 RRX REGAL REXNORD CORPORATION Industrials 40,134.0 $7.5M 0.03% NEW $187.26 +0.5%
548 CL COLGATE PALMOLIVE CO Consumer Defensive 88,008.0 $7.5M 0.03% +86K +5315.9% $85.23 +5.6%
549 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 49,100.0 $7.5M 0.03% +19K +64.2% $152.51 +9.8%
550 ABNB PUT AIRBNB INC Consumer Cyclical 59,200.0 $7.5M 0.03% +15K +34.9% $126.28 +3.9%
551 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 520,378.0 $7.5M 0.03% -75K -12.6% $14.35 -17.8%
552 MRVL MARVELL TECHNOLOGY INC Technology 75,351.0 $7.5M 0.03% -157K -67.6% $99.05 +70.6%
553 EXLS EXLSERVICE HLDGS INC Technology 244,509.0 $7.4M 0.03% +228K +1422.3% $30.45 -4.8%
554 BA CALL BOEING CO Industrials 37,300.0 $7.4M 0.03% -29K -43.5% $199.03 +8.0%
555 NEXA NEXA RES S A Basic Materials 698,458.0 $7.4M 0.03% +175K +33.5% $10.59 +37.7%
556 ECL ECOLAB INC Basic Materials 27,783.0 $7.4M 0.03% NEW $266.02 -6.3%
557 TECHNIPFMC PLC 106,723.0 $7.4M 0.03% -73K -40.7% $69.13
558 ATRO ASTRONICS CORP Industrials 110,412.0 $7.4M 0.03% NEW $66.73 +19.0%
559 MCD CALL MCDONALDS CORP Consumer Cyclical 23,700.0 $7.4M 0.03% +9K +64.6% $310.79 -9.1%
560 CHTR CALL CHARTER COMMUNICATIONS INC Communication Services 34,000.0 $7.3M 0.03% -17K -32.9% $215.88 -34.0%
Page 28 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%