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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 100 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 ARMK CALL ARAMARK Industrials 27,400.0 $1.1M 0.01% -4K -12.7% $40.54 +27.4%
1982 PAYS PAYSIGN INC Technology 188,143.0 $1.1M 0.01% NEW $5.90 +7.5%
1983 FMC CALL FMC CORP Basic Materials 64,300.0 $1.1M 0.01% -85K -57.0% $17.22 -24.4%
1984 OKLO OKLO INC Utilities 22,283.0 $1.1M 0.01% +2K +8.5% $49.59 +31.3%
1985 BJ CALL BJS WHSL CLUB HLDGS INC Consumer Defensive 11,200.0 $1.1M 0.01% -16K -58.4% $98.42 -4.1%
1986 MO PUT ALTRIA GROUP INC Consumer Defensive 16,700.0 $1.1M 0.01% -206K -92.5% $65.99 +11.7%
1987 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 16,920.0 $1.1M 0.01% +15K +822.6% $65.12 +13.5%
1988 TCOM CALL TRIP COM GROUP LTD Consumer Cyclical 22,100.0 $1.1M 0.01% -50K -69.2% $49.79 -2.5%
1989 AVAV CALL AEROVIRONMENT INC Industrials 6,000.0 $1.1M 0.01% -2K -27.7% $183.05 -10.9%
1990 AFL CALL AFLAC INC Financial Services 10,000.0 $1.1M 0.01% -28K -73.9% $109.71 +7.4%
1991 FUTU FUTU HLDGS LTD Financial Services 8,017.0 $1.1M 0.01% -16K -66.8% $136.76 -9.4%
1992 IESC PUT IES HOLDINGS INC Industrials 2,300.0 $1.1M 0.01% +1K +155.6% $476.47 +36.0%
1993 TM TOYOTA MOTOR CORP Consumer Cyclical 5,316.0 $1.1M 0.01% -9K -62.2% $206.09 -7.8%
1994 MTZ PUT MASTEC INC Industrials 3,400.0 $1.1M 0.01% -2K -35.9% $321.74 +20.8%
1995 FISV PUT FISERV INC Technology 19,600.0 $1.1M 0.01% -152K -88.6% $55.80 +0.0%
1996 SONO CALL SONOS INC Technology 81,400.0 $1.1M 0.01% +31K +61.2% $13.40 +12.1%
1997 GPN PUT GLOBAL PMTS INC Industrials 16,200.0 $1.1M 0.01% -20K -54.8% $67.30 +7.9%
1998 FSLY CALL FASTLY INC Technology 37,500.0 $1.1M 0.01% -76K -67.0% $29.06 -43.6%
1999 XPO PUT XPO INC Industrials 5,600.0 $1.1M 0.01% -4K -40.4% $194.55 +8.3%
2000 EXP EAGLE MATLS INC Basic Materials 5,744.0 $1.1M 0.01% -8K -59.2% $189.45 +5.1%
Page 100 of 216  ·  4,317 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%