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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 12 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 90,100.0 $25.1M 0.08% NEW $278.92 -4.9%
222 SOFI PUT SOFI TECHNOLOGIES INC Financial Services 954,700.0 $25.0M 0.08% NEW $26.18 -38.8%
223 RTX CALL RTX CORPORATION Industrials 135,900.0 $24.9M 0.08% NEW $183.40 -4.2%
224 GATX GATX CORP Industrials 146,062.0 $24.8M 0.08% NEW $169.60 +4.0%
225 ESNT ESSENT GROUP LTD Financial Services 379,267.0 $24.7M 0.08% NEW $65.01 -7.5%
226 EMR EMERSON ELEC CO Industrials 184,671.0 $24.5M 0.07% NEW $132.72 +3.9%
227 ICLR ICON PLC Healthcare 134,281.0 $24.5M 0.07% NEW $182.22 -35.7%
228 MPC MARATHON PETE CORP Energy 150,116.0 $24.4M 0.07% NEW $162.63 +53.0%
229 THC TENET HEALTHCARE CORP Healthcare 122,689.0 $24.4M 0.07% NEW $198.72 -0.1%
230 BLD TOPBUILD CORP Industrials 58,262.0 $24.3M 0.07% NEW $417.19 -1.0%
231 AAPL CALL APPLE INC Technology 88,900.0 $24.2M 0.07% NEW $271.86 +10.4%
232 BA PUT BOEING CO Industrials 110,800.0 $24.1M 0.07% NEW $217.12 +1.6%
233 HNGE HINGE HEALTH INC Healthcare 516,576.0 $24.0M 0.07% NEW $46.45 +16.0%
234 BMY PUT BRISTOL-MYERS SQUIBB CO Healthcare 439,300.0 $23.7M 0.07% NEW $53.94 +5.7%
235 NXST NEXSTAR MEDIA GROUP INC Communication Services 116,547.0 $23.7M 0.07% NEW $203.05 -2.8%
236 FDX FEDEX CORP Industrials 81,854.0 $23.6M 0.07% NEW $288.86 +31.5%
237 ABT ABBOTT LABS Healthcare 187,266.0 $23.5M 0.07% NEW $125.29 -32.6%
238 TEAM ATLASSIAN CORPORATION Technology 144,389.0 $23.4M 0.07% NEW $162.14 -50.1%
239 NDAQ NASDAQ INC Financial Services 240,674.0 $23.4M 0.07% NEW $97.13 -6.4%
240 ARIS ARIS MNG CORP Basic Materials 1,437,193.0 $23.3M 0.07% NEW $16.23 +12.0%
Page 12 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%