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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 139 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2761 MUR MURPHY OIL CORP Energy 21,136.0 $660K 0.00% NEW $31.25 +15.1%
2762 CMC CALL COMMERCIAL METALS CO Basic Materials 9,500.0 $658K 0.00% NEW $69.22 +10.5%
2763 FWRD CALL FORWARD AIR CORP Industrials 26,300.0 $658K 0.00% NEW $25.00 -57.6%
2764 IT PUT GARTNER INC Technology 2,600.0 $656K 0.00% NEW $252.28 -35.3%
2765 TRNS TRANSCAT INC Industrials 11,557.0 $656K 0.00% NEW $56.73 +46.7%
2766 SEDG PUT SOLAREDGE TECHNOLOGIES INC Energy 22,700.0 $655K 0.00% NEW $28.85 +162.4%
2767 ACHC PUT ACADIA HEALTHCARE COMPANY IN Healthcare 46,100.0 $654K 0.00% NEW $14.19 +64.5%
2768 SWKS CALL SKYWORKS SOLUTIONS INC Technology 10,300.0 $653K 0.00% NEW $63.41 +25.9%
2769 ARMK PUT ARAMARK Industrials 17,700.0 $652K 0.00% NEW $36.86 +46.2%
2770 ESPR PUT ESPERION THERAPEUTICS INC NE Healthcare 176,300.0 $652K 0.00% NEW $3.70 -15.4%
2771 LAZ PUT LAZARD INC Financial Services 13,400.0 $651K 0.00% NEW $48.56 -0.2%
2772 AMBA AMBARELLA INC Technology 9,164.0 $649K 0.00% NEW $70.84 +2.1%
2773 CCK CALL CROWN HLDGS INC Consumer Cyclical 6,300.0 $649K 0.00% NEW $102.97 -6.9%
2774 OMF CALL ONEMAIN HLDGS INC Financial Services 9,600.0 $648K 0.00% NEW $67.55 -19.1%
2775 TNDM CALL TANDEM DIABETES CARE INC Healthcare 29,500.0 $648K 0.00% NEW $21.98 -20.8%
2776 CALL FLAGSTAR BANK NATIONAL ASSOC 51,500.0 $648K 0.00% NEW $12.59
2777 D DOMINION ENERGY INC Utilities 11,066.0 $648K 0.00% NEW $58.59 +13.5%
2778 SMH PUT VANECK ETF TRUST 1,800.0 $648K 0.00% NEW $360.13 +67.0%
2779 PCOR PUT PROCORE TECHNOLOGIES INC Technology 8,900.0 $647K 0.00% NEW $72.74 -33.0%
2780 XRX CALL XEROX HOLDINGS CORP Technology 273,000.0 $647K 0.00% NEW $2.37 +36.1%
Page 139 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%