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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 31 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AUGO AURA MINERALS INC Basic Materials 30,895.0 $2.5M 0.01% -169K -84.5% $81.60 -11.9%
602 RIO RIO TINTO PLC Basic Materials 26,919.0 $2.5M 0.01% -82K -75.3% $93.29 +9.0%
603 VST CALL VISTRA CORP Utilities 16,700.0 $2.5M 0.01% -14K -45.2% $150.33 -7.1%
604 CI CALL THE CIGNA GROUP Healthcare 9,400.0 $2.5M 0.01% -7K -43.7% $266.75 +8.9%
605 CALL UNILEVER PLC 44,000.0 $2.5M 0.01% -17K -28.3% $56.97
606 GDX VANECK ETF TRUST 27,182.0 $2.5M 0.01% -2K -8.4% $91.77 -8.3%
607 DG CALL DOLLAR GEN CORP Consumer Defensive 21,000.0 $2.5M 0.01% -23K -52.2% $118.73 -13.8%
608 BIIB CALL BIOGEN INC Healthcare 13,600.0 $2.5M 0.01% -31K -69.7% $183.33 +3.9%
609 TPR PUT TAPESTRY INC Consumer Cyclical 17,600.0 $2.5M 0.01% -30K -62.6% $141.11 -6.7%
610 INTEGRA RES CORP 904,372.0 $2.5M 0.01% -832K -47.9% $2.73
611 APP PUT APPLOVIN CORP Technology 6,200.0 $2.5M 0.01% -17K -72.8% $398.00 +17.4%
612 XPEV PUT XPENG INC Consumer Cyclical 143,900.0 $2.5M 0.01% -3K -2.2% $17.11 -13.5%
613 OLN CALL OLIN CORP Basic Materials 82,700.0 $2.5M 0.01% -15K -15.4% $29.73 -12.4%
614 RHI ROBERT HALF INC. Industrials 96,709.0 $2.5M 0.01% -113K -53.9% $25.40 -1.1%
615 VRTX CALL VERTEX PHARMACEUTICALS INC Healthcare 5,500.0 $2.5M 0.01% -2K -30.4% $446.54 -2.2%
616 IOT CALL SAMSARA INC Technology 77,400.0 $2.5M 0.01% -146K -65.4% $31.69 -8.3%
617 JBHT HUNT J B TRANS SVCS INC Industrials 11,557.0 $2.4M 0.01% -21K -64.7% $211.90 +22.4%
618 PHM CALL PULTE GROUP INC Consumer Cyclical 20,800.0 $2.4M 0.01% -24K -53.6% $117.61 -5.2%
619 ALK PUT ALASKA AIR GROUP INC Industrials 66,500.0 $2.4M 0.01% -54K -45.0% $36.78 -0.3%
620 AFRM CALL AFFIRM HLDGS INC Technology 53,300.0 $2.4M 0.01% -52K -49.5% $45.82 +39.3%
Page 31 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%