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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 15 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TROW CALL PRICE T ROWE GROUP INC Financial Services 38,900.0 $4.4M 0.02% -1K -2.5% $113.69 -1.9%
282 BHP PUT BHP BILLITON LIMITED Basic Materials 52,400.0 $4.4M 0.02% -33K -38.4% $83.31 +16.5%
283 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 38,600.0 $4.3M 0.01% -8K -17.3% $112.32 +40.5%
284 SLB CALL SLB LIMITED Energy 92,700.0 $4.3M 0.01% -112K -54.7% $46.49 +15.9%
285 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 131,500.0 $4.3M 0.01% -119K -47.6% $32.73 -2.1%
286 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 23,700.0 $4.3M 0.01% -20K -45.4% $180.91 +4.0%
287 CSX CALL CSX CORP Industrials 89,600.0 $4.3M 0.01% -10K -9.8% $47.53 +8.5%
288 GILD PUT GILEAD SCIENCES INC Healthcare 33,700.0 $4.3M 0.01% -99K -74.6% $126.34 +15.7%
289 KGS KODIAK GAS SVCS INC Energy 56,666.0 $4.3M 0.01% -344K -85.8% $75.13 -18.2%
290 ALAB ASTERA LABS INC Technology 8,806.0 $4.3M 0.01% -20K -69.4% $483.02 -41.0%
291 STM CALL STMICROELECTRONICS N V Technology 56,400.0 $4.2M 0.01% -41K -42.1% $74.89 -32.5%
292 SATS CALL ECHOSTAR CORP Technology 41,500.0 $4.2M 0.01% -14K -25.1% $101.50 -14.3%
293 CRWD CALL CROWDSTRIKE HLDGS INC Technology 6,100.0 $4.2M 0.01% -11K -63.7% $170.20 +12.8%
294 KKR PUT KKR & CO INC 45,200.0 $4.1M 0.01% -4K -7.2% $91.78
295 CM CALL CANADIAN IMPERIAL BANK OF CO Financial Services 36,000.0 $4.1M 0.01% -6K -14.3% $115.00 +1.3%
296 PAGP CALL PLAINS GP HLDGS L P Energy 170,400.0 $4.1M 0.01% -40K -19.0% $24.27 +10.6%
297 COHR COHERENT CORP Technology 10,442.0 $4.1M 0.01% -35K -77.0% $394.47 -26.6%
298 FAST PUT FASTENAL CO Industrials 84,700.0 $4.1M 0.01% -32K -27.7% $48.03 +6.7%
299 UNP PUT UNION PAC CORP Industrials 14,900.0 $4.1M 0.01% -16K -52.5% $272.00 +13.3%
300 MMM CALL 3M CO Industrials 25,000.0 $4.0M 0.01% -18K -41.3% $161.91 +10.5%
Page 15 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%