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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 146 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 JJSF J & J SNACK FOODS CORP Consumer Defensive 6,087.0 $550K 0.00% NEW $90.37 -11.7%
2902 GPCR PUT STRUCTURE THERAPEUTICS INC Healthcare 7,900.0 $549K 0.00% NEW $69.55 -37.7%
2903 SMG PUT SCOTTS MIRACLE-GRO CO Basic Materials 9,400.0 $548K 0.00% NEW $58.35 +6.8%
2904 NIQ GLOBAL INTELLIGENCE PLC 33,208.0 $548K 0.00% NEW $16.49
2905 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 21,501.0 $546K 0.00% NEW $25.40 +85.0%
2906 XLE CALL SELECT SECTOR SPDR TR 12,200.0 $545K 0.00% NEW $44.71 +29.9%
2907 ARGX ARGENX SE Healthcare 648.0 $545K 0.00% NEW $840.95 +8.4%
2908 SG SWEETGREEN INC Consumer Cyclical 80,459.0 $544K 0.00% NEW $6.76 +35.8%
2909 CALL TECHNIPFMC PLC 12,200.0 $544K 0.00% NEW $44.56
2910 WLTH WEALTHFRONT CORP Technology 40,000.0 $544K 0.00% NEW $13.59 -32.9%
2911 DYN DYNE THERAPEUTICS INC Healthcare 27,762.0 $543K 0.00% NEW $19.56 -6.2%
2912 GWRE CALL GUIDEWIRE SOFTWARE INC Technology 2,700.0 $543K 0.00% NEW $201.01 -40.8%
2913 WILLOW LANE ACQUISITION CORP 120,937.0 $542K 0.00% NEW $4.48
2914 PUT CONFLUENT INC 17,900.0 $541K 0.00% NEW $30.24
2915 CHH CHOICE HOTELS INTL INC Consumer Cyclical 5,682.0 $541K 0.00% NEW $95.26 +15.8%
2916 TECH CALL BIO-TECHNE CORP Healthcare 9,200.0 $541K 0.00% NEW $58.81 -8.0%
2917 OEC CALL ORION S.A. Basic Materials 102,200.0 $540K 0.00% NEW $5.28 +59.9%
2918 RHI PUT ROBERT HALF INC. Industrials 19,800.0 $538K 0.00% NEW $27.16 +21.1%
2919 ATO PUT ATMOS ENERGY CORP Utilities 3,200.0 $536K 0.00% NEW $167.63 +0.8%
2920 RDW CALL REDWIRE CORPORATION Industrials 70,500.0 $536K 0.00% NEW $7.60 +102.6%
Page 146 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%