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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 11 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KOD KODIAK SCIENCES INC Healthcare 23,572.0 $899K 0.00% NEW $38.12 -2.9%
202 PINNACLE FINL PARTNERS INC 10,405.0 $896K 0.00% NEW $86.14
203 NYT CALL NEW YORK TIMES CO MTN BE Communication Services 10,600.0 $888K 0.00% NEW $83.73 -11.0%
204 WAT WATERS CORP Healthcare 2,969.0 $884K 0.00% NEW $297.80 +10.6%
205 PICS NV 84,000.0 $878K 0.00% NEW $10.45
206 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 74,105.0 $871K 0.00% NEW $11.75 +0.9%
207 STRA STRATEGIC ED INC Consumer Defensive 10,428.0 $865K 0.00% NEW $82.96 -5.0%
208 NI CALL NISOURCE INC Utilities 18,500.0 $863K 0.00% NEW $46.66 -0.8%
209 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 249,472.0 $851K 0.00% NEW $3.41 +47.8%
210 NPK INTERNATIONAL INC 58,425.0 $847K 0.00% NEW $14.49
211 PERIMETER SOLUTIONS INC 34,530.0 $843K 0.00% NEW $24.42
212 AWI ARMSTRONG WORLD INDS INC NEW Industrials 5,078.0 $837K 0.00% NEW $164.80 -4.2%
213 MAZE MAZE THERAPEUTICS INC Healthcare 27,945.0 $834K 0.00% NEW $29.85 -14.4%
214 TTAN SERVICETITAN INC Technology 13,144.0 $834K 0.00% NEW $63.46 -7.8%
215 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 10,176.0 $827K 0.00% NEW $81.23 -1.8%
216 EC PUT ECOPETROL S A Energy 54,200.0 $812K 0.00% NEW $14.99 -12.7%
217 NYT PUT NEW YORK TIMES CO MTN BE Communication Services 9,600.0 $804K 0.00% NEW $83.73 -11.0%
218 EC ECOPETROL S A Energy 53,482.0 $802K 0.00% NEW $14.99 -12.7%
219 CBRE CALL CBRE GROUP INC Real Estate 5,900.0 $799K 0.00% NEW $135.46 -3.7%
220 PBA PEMBINA PIPELINE CORP Energy 17,765.0 $795K 0.00% NEW $44.76 +9.5%
Page 11 of 35  ·  685 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%