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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 8 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BERKSHIRE HATHAWAY INC DEL 50,914.0 $24.4M 0.10% -3K -6.3% $479.20
142 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 207,974.0 $24.3M 0.10% $117.06 -0.1%
143 CVX PUT CHEVRON CORPORATION Energy 116,600.0 $24.1M 0.10% -124K -51.6% $206.90 -9.8%
144 GD GENERAL DYNAMICS CORP Industrials 70,000.0 $24.0M 0.10% +70K +10000.0% $343.22 -0.8%
145 ABBV ABBVIE INC Healthcare 110,005.0 $23.9M 0.10% -61K -35.6% $217.49 -3.3%
146 NVS PUT NOVARTIS AG Healthcare 156,500.0 $23.9M 0.10% -79K -33.5% $152.75 -2.0%
147 KGS KODIAK GAS SVCS INC Energy 400,284.0 $23.3M 0.10% NEW $58.32 +27.3%
148 CRM PUT SALESFORCE INC Technology 124,400.0 $23.2M 0.10% -51K -29.1% $186.67 -10.2%
149 VZ CALL VERIZON COMMUNICATIONS INC Communication Services 460,400.0 $23.1M 0.10% +94K +25.8% $50.20 -6.3%
150 ODFL OLD DOMINION FREIGHT LINE IN Industrials 117,636.0 $23.0M 0.10% +118K +10000.0% $195.40 +1.7%
151 GOOG ALPHABET INC Communication Services 79,990.0 $22.9M 0.10% +29K +56.6% $286.86 +38.5%
152 HYG PUT ISHARES TR 288,000.0 $22.9M 0.10% -812K -73.8% $79.56 -0.1%
153 ARIS ARIS MINING CORPORATION Basic Materials 1,230,054.0 $22.8M 0.10% -207K -14.4% $18.57 -2.1%
154 DLR DIGITAL RLTY TR INC Real Estate 125,701.0 $22.7M 0.09% +120K +2145.5% $180.21 +7.0%
155 OVV OVINTIV INC Energy 381,337.0 $22.6M 0.09% +34K +9.7% $59.36 -1.8%
156 NEXTERA ENERGY INC 400,000.0 $22.6M 0.09% +300K +300.0% $56.54
157 GATX GATX CORP Industrials 131,764.0 $22.5M 0.09% -14K -9.8% $170.74 +3.3%
158 CIEN CIENA CORP Technology 57,835.0 $22.5M 0.09% +45K +363.6% $388.23 +42.8%
159 VST VISTRA CORP Utilities 149,289.0 $22.4M 0.09% +86K +137.8% $150.33 -5.6%
160 PCAR PACCAR INC Industrials 192,364.0 $22.2M 0.09% NEW $115.50 -2.5%
Page 8 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%