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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 6 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MEC MAYVILLE ENGR CO INC Industrials 93,444.0 $3.5M 0.01% NEW $37.46 -37.9%
102 SENEA SENECA FOODS CORP NEW Consumer Defensive 20,075.0 $3.5M 0.01% NEW $173.94 +10.5%
103 UPSTREAM BIO INC 498,490.0 $3.4M 0.01% NEW $6.92
104 AVALO THERAPEUTICS INC 185,613.0 $3.4M 0.01% NEW $18.48
105 GTX GARRETT MOTION INC Consumer Cyclical 93,801.0 $3.4M 0.01% NEW $36.23 -23.0%
106 SLS PUT SELLAS LIFE SCIENCES GROUP I Healthcare 228,800.0 $3.4M 0.01% NEW $14.76 -11.2%
107 CALL HONEYWELL INTL INC 15,000.0 $3.4M 0.01% NEW $223.90
108 CW CURTISS WRIGHT CORP Industrials 4,412.0 $3.3M 0.01% NEW $757.76 -8.2%
109 FUTURECORP SPACE ACQUISITION 329,900.0 $3.3M 0.01% NEW $10.13
110 AZUL S A 370,987.0 $3.3M 0.01% NEW $8.99
111 TANDEM DIABETES CARE INC 3,500,000.0 $3.3M 0.01% NEW $0.95
112 HELP CYBIN INC Healthcare 502,554.0 $3.3M 0.01% NEW $6.61 +76.6%
113 CALL HONEYWELL AEROSPACE INC 15,000.0 $3.3M 0.01% NEW $221.08
114 SNDR SCHNEIDER NATIONAL INC Industrials 90,319.0 $3.3M 0.01% NEW $36.53 -3.4%
115 CHURCHILL CAP CORP XI 431,732.0 $3.2M 0.01% NEW $7.41
116 MZTI MARZETTI COMPANY Consumer Defensive 27,776.0 $3.2M 0.01% NEW $114.16 +1.2%
117 DPC HOLDINGS PLC 62,500.0 $3.1M 0.01% NEW $49.06
118 VERSIGENT PLC 72,025.0 $3.0M 0.01% NEW $42.01
119 LMB LIMBACH HLDGS INC Industrials 39,253.0 $3.0M 0.01% NEW $77.00 -44.0%
120 TGT TARGET CORP Consumer Defensive 23,000.0 $3.0M 0.01% NEW $130.61 +16.8%
Page 6 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%