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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 35 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BKR BAKER HUGHES COMPANY Energy 34,759.0 $2.1M 0.01% -13K -27.9% $61.05 +9.0%
682 HWM PUT HOWMET AEROSPACE INC Industrials 9,200.0 $2.1M 0.01% -15K -61.8% $230.46 +11.2%
683 AAL AMERICAN AIRLINES GROUP INC Industrials 197,226.0 $2.1M 0.01% -2.6M -92.8% $10.74 +13.1%
684 RJF CALL RAYMOND JAMES FINL INC Financial Services 14,600.0 $2.1M 0.01% -2K -11.5% $144.79 +4.3%
685 BTU CALL PEABODY ENGR CORP Energy 63,900.0 $2.1M 0.01% -22K -26.0% $32.95 -28.6%
686 ROST ROSS STORES INC Consumer Cyclical 9,690.0 $2.1M 0.01% -26K -72.7% $216.63 -0.1%
687 CRH PLC 19,857.0 $2.1M 0.01% -72K -78.4% $105.12
688 DHR PUT DANAHER CORP DEL Healthcare 11,000.0 $2.1M 0.01% -26K -70.0% $189.60 -13.2%
689 AEP CALL AMERICAN ELEC PWR CO INC Utilities 15,900.0 $2.1M 0.01% -36K -69.4% $131.08 -1.0%
690 OKLO PUT OKLO INC Utilities 42,000.0 $2.1M 0.01% -14K -25.3% $49.59 +15.5%
691 UI UBIQUITI INC Technology 2,630.0 $2.1M 0.01% -5K -67.3% $790.29 -26.0%
692 HD PUT HOME DEPOT INC Consumer Cyclical 6,300.0 $2.1M 0.01% -67K -91.4% $328.89 -9.7%
693 LI PUT LI AUTO INC Consumer Cyclical 116,100.0 $2.1M 0.01% -133K -53.3% $17.83 -11.5%
694 ETN EATON CORP PLC Industrials 5,784.0 $2.1M 0.01% -62K -91.4% $357.67 +4.3%
695 LMT CALL LOCKHEED MARTIN CORP Industrials 3,400.0 $2.1M 0.01% -15K -81.5% $604.39 -13.6%
696 EMBJ CALL EMBRAER S.A. Industrials 34,600.0 $2.1M 0.01% -37K -51.6% $59.34 -7.3%
697 CC PUT CHEMOURS CO Basic Materials 93,100.0 $2.1M 0.01% -172K -64.9% $22.03 +0.9%
698 TEAM PUT ATLASSIAN CORPORATION Technology 30,000.0 $2.0M 0.01% -68K -69.3% $68.25 +21.2%
699 NUE CALL NUCOR CORP Basic Materials 12,100.0 $2.0M 0.01% -40K -76.5% $169.10 +31.8%
700 CCL CALL CARNIVAL CORP Consumer Cyclical 78,800.0 $2.0M 0.01% -217K -73.4% $25.88 -8.7%
Page 35 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%