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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 4 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOYA VOYA FINANCIAL INC Financial Services 75,032.0 $6.8M 0.02% NEW $90.53 +10.8%
62 SNEX STONEX GROUP INC Financial Services 57,186.0 $6.8M 0.02% NEW $118.50 -44.3%
63 ARX ACCELERANT HOLDINGS Financial Services 541,257.0 $6.3M 0.02% NEW $11.72 +66.9%
64 CALL CARNIVAL CORP LTD 218,500.0 $6.2M 0.02% NEW $28.57
65 TNGX TANGO THERAPEUTICS INC Healthcare 192,270.0 $6.0M 0.02% NEW $31.26 -18.8%
66 PUT CARNIVAL CORP LTD 207,600.0 $5.9M 0.02% NEW $28.57
67 PKG PACKAGING CORP AMER Consumer Cyclical 24,285.0 $5.8M 0.02% NEW $238.28 +5.6%
68 AMKR AMKOR TECHNOLOGY INC Technology 66,051.0 $5.7M 0.02% NEW $86.23 -36.9%
69 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 60,361.0 $5.6M 0.02% NEW $92.09 -0.4%
70 DRAM ROUNDHILL ETF TRUST 74,972.0 $5.5M 0.02% NEW $73.85 -25.1%
71 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 463,475.0 $5.5M 0.02% NEW $11.81 -16.0%
72 WILLIS LEASE FIN CORP 5,000,000.0 $5.4M 0.02% NEW $1.09
73 PUMP PROPETRO HLDG CORP Energy 376,807.0 $5.4M 0.02% NEW $14.34 -14.1%
74 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 95,767.0 $5.3M 0.02% NEW $54.90 -17.0%
75 CTRI CENTURI HOLDINGS INC Utilities 173,311.0 $5.2M 0.02% NEW $30.24 -25.4%
76 GAMESTOP CORP 5,000,000.0 $5.1M 0.02% NEW $1.02
77 HONEYWELL INTL INC 22,703.0 $5.1M 0.02% NEW $223.90
78 HONEYWELL AEROSPACE INC 22,702.0 $5.0M 0.02% NEW $221.08
79 BLTE BELITE BIO INC Healthcare 31,721.0 $4.9M 0.02% NEW $153.99 +5.7%
80 PL PLANET LABS PBC Industrials 146,869.0 $4.9M 0.02% NEW $33.13 -28.5%
Page 4 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%