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Portfolio (Quarterly) Guide ↗

Walleye Trading LLC

· CIK 0001388391
13F Portfolio $70.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4248 New
Page 14 of 213  ·  4,248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VFC PUT V F CORP Consumer Cyclical 3,064,900.0 $55.4M 0.08% NEW $18.08 -3.9%
262 CHTR CALL CHARTER COMMUNICATIONS INC N Communication Services 265,000.0 $55.3M 0.08% NEW $208.75 -36.0%
263 USB CALL US BANCORP DEL Financial Services 1,034,900.0 $55.2M 0.08% NEW $53.36 +14.1%
264 GTLS PUT CHART INDS INC Industrials 267,500.0 $55.2M 0.08% NEW $206.23 +1.1%
265 XLU PUT SELECT SECTOR SPDR TR 1,278,700.0 $54.6M 0.08% NEW $42.69 +8.2%
266 VST CALL VISTRA CORP Utilities 335,900.0 $54.2M 0.08% NEW $161.33 +1.3%
267 MCD CALL MCDONALDS CORP Consumer Cyclical 176,800.0 $54.0M 0.08% NEW $305.63 -11.7%
268 BIDU BAIDU INC Communication Services 413,002.0 $54.0M 0.08% NEW $130.66 -20.2%
269 JPM PUT JPMORGAN CHASE & CO. Financial Services 166,700.0 $53.7M 0.08% NEW $322.22 +2.1%
270 COST COSTCO WHSL CORP NEW Consumer Defensive 62,217.0 $53.7M 0.08% NEW $862.34 +10.5%
271 COP CALL CONOCOPHILLIPS Energy 572,900.0 $53.6M 0.08% NEW $93.61 +13.2%
272 MCD PUT MCDONALDS CORP Consumer Cyclical 175,100.0 $53.5M 0.08% NEW $305.63 -11.7%
273 LMT CALL LOCKHEED MARTIN CORP Industrials 110,300.0 $53.3M 0.08% NEW $483.67 +4.9%
274 NOW PUT SERVICENOW INC Technology 347,100.0 $53.2M 0.08% NEW $153.19 -35.8%
275 EL PUT LAUDER ESTEE COS INC Consumer Defensive 505,300.0 $52.9M 0.07% NEW $104.72 -23.1%
276 ROKU PUT ROKU INC Communication Services 487,400.0 $52.9M 0.07% NEW $108.49 +24.8%
277 MA PUT MASTERCARD INCORPORATED Financial Services 92,200.0 $52.6M 0.07% NEW $570.88 -12.6%
278 HUM CALL HUMANA INC Healthcare 204,400.0 $52.4M 0.07% NEW $256.13 +49.9%
279 TSEM PUT TOWER SEMICONDUCTOR LTD Technology 445,600.0 $52.3M 0.07% NEW $117.42 +112.8%
280 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 1,039,900.0 $51.6M 0.07% NEW $49.65 -31.8%
Page 14 of 213  ·  4,248 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 22.8%
Consumer Cyclical 18.2%
Healthcare 16.7%
Financial Services 16.4%
Communication Services 8.0%
Industrials 6.2%
Basic Materials 3.9%
Consumer Defensive 3.9%
Energy 2.2%
Utilities 1.5%