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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 3 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX PUT CHEVRON CORPORATION Energy 116,600.0 $24.1M 0.10% -124K -51.6% $206.90 -9.8%
42 ABBV ABBVIE INC Healthcare 110,005.0 $23.9M 0.10% -61K -35.6% $217.49 -3.3%
43 NVS PUT NOVARTIS AG Healthcare 156,500.0 $23.9M 0.10% -79K -33.5% $152.75 -2.0%
44 CRM PUT SALESFORCE INC Technology 124,400.0 $23.2M 0.10% -51K -29.1% $186.67 -10.2%
45 HYG PUT ISHARES TR 288,000.0 $22.9M 0.10% -812K -73.8% $79.56 -0.1%
46 ARIS ARIS MINING CORPORATION Basic Materials 1,230,054.0 $22.8M 0.10% -207K -14.4% $18.57 -2.1%
47 GATX GATX CORP Industrials 131,764.0 $22.5M 0.09% -14K -9.8% $170.74 +3.3%
48 SNPS SYNOPSYS INC Technology 55,596.0 $22.0M 0.09% -76K -57.6% $396.48 +28.6%
49 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 71,695.0 $21.8M 0.09% -22K -23.7% $304.08 +4.1%
50 GILD CALL GILEAD SCIENCES INC Healthcare 155,300.0 $21.6M 0.09% -29K -15.9% $139.37 -5.2%
51 CRM SALESFORCE INC Technology 115,834.0 $21.6M 0.09% -154K -57.1% $186.67 -10.2%
52 JNJ PUT JOHNSON & JOHNSON Healthcare 88,300.0 $21.6M 0.09% -167K -65.4% $244.44 -5.6%
53 XOM EXXON MOBIL CORP Energy 126,912.0 $21.5M 0.09% -50K -28.4% $169.66 -9.9%
54 TSLA CALL TESLA INC Consumer Cyclical 56,800.0 $21.1M 0.09% -58K -50.4% $371.75 +19.2%
55 MTH MERITAGE HOMES CORP Consumer Cyclical 337,519.0 $20.9M 0.09% -138K -29.1% $61.84 +0.0%
56 JBL JABIL INC Technology 78,464.0 $20.8M 0.09% -122K -60.9% $265.63 +33.4%
57 AMZN CALL AMAZON COM INC Consumer Cyclical 98,000.0 $20.4M 0.09% -74K -42.9% $208.27 +26.8%
58 UNH PUT UNITEDHEALTH GROUP INC Healthcare 74,600.0 $20.2M 0.08% -17K -18.6% $270.59 +47.5%
59 JCI JOHNSON CONTROLS INTERNATION Industrials 153,678.0 $20.1M 0.08% -194K -55.8% $130.95 +9.8%
60 DY DYCOM INDS INC Industrials 58,424.0 $19.8M 0.08% -130K -69.0% $338.82 +33.1%
Page 3 of 112  ·  2,237 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%