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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 111 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 NIO CALL NIO INC Consumer Cyclical 261,600.0 $1.3M 0.00% NEW $5.10 +12.6%
2202 LAD LITHIA MTRS INC Consumer Cyclical 4,008.0 $1.3M 0.00% NEW $332.33 -12.0%
2203 NTRA CALL NATERA INC Healthcare 5,800.0 $1.3M 0.00% NEW $229.09 -10.9%
2204 CB CHUBB LIMITED Financial Services 4,251.0 $1.3M 0.00% NEW $312.12 +3.2%
2205 GWRE PUT GUIDEWIRE SOFTWARE INC Technology 6,600.0 $1.3M 0.00% NEW $201.01 -33.3%
2206 KGC KINROSS GOLD CORP Basic Materials 47,096.0 $1.3M 0.00% NEW $28.16 +2.8%
2207 MTZ CALL MASTEC INC Industrials 6,100.0 $1.3M 0.00% NEW $217.37 +79.9%
2208 CAVA CAVA GROUP INC Consumer Cyclical 22,540.0 $1.3M 0.00% NEW $58.69 +42.0%
2209 PFGC CALL PERFORMANCE FOOD GROUP CO Consumer Defensive 14,700.0 $1.3M 0.00% NEW $89.92 +7.5%
2210 ATI PUT ATI INC Industrials 11,500.0 $1.3M 0.00% NEW $114.76 +47.7%
2211 PCT CALL PURECYCLE TECHNOLOGIES INC Industrials 152,700.0 $1.3M 0.00% NEW $8.59 +47.0%
2212 CBRL PUT CRACKER BARREL OLD CTRY STOR Consumer Cyclical 51,600.0 $1.3M 0.00% NEW $25.40 +37.2%
2213 DINO CALL HF SINCLAIR CORP Energy 28,400.0 $1.3M 0.00% NEW $46.08 +48.6%
2214 QXO CALL QXO INC Industrials 67,700.0 $1.3M 0.00% NEW $19.29 -10.0%
2215 GUTS FRACTYL HEALTH INC Healthcare 592,125.0 $1.3M 0.00% NEW $2.20 -60.4%
2216 RGTI PUT RIGETTI COMPUTING INC Technology 58,800.0 $1.3M 0.00% NEW $22.15 +11.6%
2217 USNA USANA HEALTH SCIENCES INC Consumer Defensive 66,269.0 $1.3M 0.00% NEW $19.63 -3.4%
2218 AMR PUT ALPHA METALLURGICAL RESOUR I Energy 6,500.0 $1.3M 0.00% NEW $199.88 +0.5%
2219 FITB CALL FIFTH THIRD BANCORP Financial Services 27,700.0 $1.3M 0.00% NEW $46.81 +6.7%
2220 CAR PUT AVIS BUDGET GROUP Industrials 10,100.0 $1.3M 0.00% NEW $128.32 +26.1%
Page 111 of 225  ·  4,487 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
Technology 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%