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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 22 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NOV CALL NOV INC Energy 19,100.0 $354K 0.00% NEW $18.55 +11.0%
422 AVT AVNET INC Technology 3,966.0 $352K 0.00% NEW $88.82 +0.7%
423 RXO RXO INC Industrials 12,748.0 $352K 0.00% NEW $27.59 -19.0%
424 ANDG ANDERSEN GROUP INC Consumer Cyclical 9,320.0 $352K 0.00% NEW $37.72 +21.9%
425 ANTX AN2 THERAPEUTICS INC Healthcare 72,139.0 $349K 0.00% NEW $4.84 +22.4%
426 DAVE INC 936.0 $349K 0.00% NEW $372.59
427 ASB ASSOCIATED BANC-CORP Financial Services 11,249.0 $346K 0.00% NEW $30.77 +0.6%
428 LXEO LEXEO THERAPEUTICS INC Healthcare 73,868.0 $344K 0.00% NEW $4.66 +12.0%
429 LOPE CALL GRAND CANYON ED INC Consumer Defensive 2,400.0 $343K 0.00% NEW $143.11 +3.4%
430 BLZE CALL BACKBLAZE INC Technology 21,600.0 $343K 0.00% NEW $15.86 +4.8%
431 GTES CALL GATES INDL CORP PLC Industrials 12,200.0 $341K 0.00% NEW $27.97 -6.0%
432 VOYG VOYAGER TECHNOLOGIES INC Industrials 10,468.0 $338K 0.00% NEW $32.25 +20.4%
433 CVLG CALL COVENANT LOGISTICS GROUP INC Industrials 7,600.0 $336K 0.00% NEW $44.18 -23.3%
434 FERG PUT FERGUSON ENTERPRISES INC Industrials 1,400.0 $332K 0.00% NEW $237.33 +3.0%
435 BRKR CALL BRUKER CORP Healthcare 5,500.0 $331K 0.00% NEW $60.18 -2.7%
436 DUPONT DE NEMOURS INC 2,421.0 $328K 0.00% NEW $135.64
437 BSY CALL BENTLEY SYS INC Technology 10,900.0 $326K 0.00% NEW $29.89 +20.4%
438 ONKURE THERAPEUTICS INC 71,103.0 $324K 0.00% NEW $4.56
439 NWFL NORWOOD FINANCIAL CORP Financial Services 10,057.0 $323K 0.00% NEW $32.15 +4.9%
440 PUT ATAIBECKLEY INC 61,000.0 $321K 0.00% NEW $5.27
Page 22 of 51  ·  1,013 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%