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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 53 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CARR PUT CARRIER GLOBAL CORPORATION Industrials 17,600.0 $991K 0.00% -26K -59.2% $56.31 +10.4%
1042 OVID OVID THERAPEUTICS INC Healthcare 443,362.0 $984K 0.00% -87K -16.4% $2.22 +9.9%
1043 RKT PUT ROCKET COS INC Financial Services 69,000.0 $983K 0.00% -594K -89.6% $14.25 -4.4%
1044 CALL LEIDOS HOLDINGS INC 6,300.0 $980K 0.00% -26K -80.4% $155.52
1045 CALL ETSY INC 19,600.0 $980K 0.00% -65K -76.9% $49.98
1046 KBH CALL KB HOME Consumer Cyclical 18,900.0 $978K 0.00% -13K -40.6% $51.75 -7.2%
1047 AES PUT AES CORP Utilities 69,400.0 $978K 0.00% -203K -74.5% $14.09 +4.3%
1048 FAST FASTENAL CO Industrials 20,984.0 $974K 0.00% -23K -52.2% $46.40 -6.2%
1049 CMI CUMMINS INC Industrials 1,801.0 $969K 0.00% -160K -98.9% $538.02 +18.7%
1050 AMKR PUT AMKOR TECHNOLOGY INC Technology 21,500.0 $968K 0.00% -188K -89.7% $45.03 +46.3%
1051 MTZ CALL MASTEC INC Industrials 3,000.0 $965K 0.00% -3K -50.8% $321.74 +20.8%
1052 PNC PNC FINL SVCS GROUP INC Financial Services 4,623.0 $962K 0.00% -68K -93.6% $208.09 +4.2%
1053 BBIO CALL BRIDGEBIO PHARMA INC Healthcare 12,900.0 $958K 0.00% -2K -14.0% $74.26 -5.4%
1054 ABVX ABIVAX SA Healthcare 8,594.0 $957K 0.00% -15K -62.8% $111.35 +11.4%
1055 XPEV CALL XPENG INC Consumer Cyclical 55,700.0 $953K 0.00% -55K -49.8% $17.11 -11.5%
1056 AJG PUT GALLAGHER ARTHUR J & CO Financial Services 4,400.0 $953K 0.00% -2K -25.4% $216.58 -4.2%
1057 LILAK LIBERTY LATIN AMERICA LTD Communication Services 108,029.0 $953K 0.00% -77K -41.8% $8.82 -5.6%
1058 DLTR PUT DOLLAR TREE INC Consumer Defensive 8,700.0 $953K 0.00% -75K -89.6% $109.51 -12.6%
1059 VICR PUT VICOR CORP Technology 5,900.0 $950K 0.00% -11K -64.5% $161.00 +64.1%
1060 NEU NEWMARKET CORP Basic Materials 1,479.0 $948K 0.00% -10K -87.5% $640.95 +12.4%
Page 53 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%