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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 14 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PEP CALL PEPSICO INC Consumer Defensive 142,900.0 $19.3M 0.07% +98K +216.8% $135.40 +3.5%
262 KO COCA COLA CO Consumer Defensive 237,226.0 $19.3M 0.07% -152K -39.0% $81.27 +9.3%
263 TER TERADYNE INC Technology 39,757.0 $19.2M 0.07% -78K -66.1% $483.84 -16.4%
264 RKT ROCKET COS INC Financial Services 1,212,485.0 $19.1M 0.07% +503K +70.8% $15.75 -11.2%
265 MMM 3M CO Industrials 117,157.0 $19.0M 0.07% +82K +231.1% $161.91 +11.8%
266 NU NU HLDGS LTD Financial Services 1,419,824.0 $19.0M 0.07% +980K +223.2% $13.36 +7.4%
267 GFS GLOBALFOUNDRIES INC Technology 230,148.0 $19.0M 0.07% +35K +17.9% $82.41 -39.4%
268 AMBQ AMBIQ MICRO INC Technology 214,528.0 $18.9M 0.07% +203K +1777.0% $88.30 -28.6%
269 SOLV ENERGY INC 553,432.0 $18.8M 0.07% +546K +6955.5% $34.05
270 W WAYFAIR INC Consumer Cyclical 202,873.0 $18.7M 0.07% -5K -2.5% $92.42 +10.0%
271 ALK ALASKA AIR GROUP INC Industrials 358,638.0 $18.7M 0.07% +288K +405.5% $52.20 -18.8%
272 AVGO PUT BROADCOM INC Technology 49,400.0 $18.7M 0.07% $377.75 +0.6%
273 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 48,670.0 $18.5M 0.07% -22K -31.1% $380.37 -23.0%
274 T AT&T INC Communication Services 889,168.0 $18.4M 0.07% NEW $20.70 +20.3%
275 MDT CALL MEDTRONIC PLC Healthcare 234,600.0 $18.4M 0.07% +103K +78.0% $78.23 +17.7%
276 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 19,600.0 $18.3M 0.07% +11K +120.2% $935.47 +2.8%
277 DIS CALL DISNEY WALT CO Communication Services 189,900.0 $18.3M 0.07% +116K +155.6% $96.25 +8.0%
278 WFC CALL WELLS FARGO & CO Financial Services 220,400.0 $18.2M 0.07% +67K +43.5% $82.64 +5.8%
279 AAPL PUT APPLE INC Technology 62,900.0 $18.2M 0.07% +29K +87.2% $289.36 +7.1%
280 MRVL CALL MARVELL TECHNOLOGY INC Technology 61,000.0 $18.2M 0.07% +20K +49.5% $297.89 -27.5%
Page 14 of 234  ·  4,674 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%