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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 20 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BLK PUT BLACKROCK INC Financial Services 15,300.0 $16.4M 0.05% NEW $1070.34 +1.1%
382 GVA GRANITE CONSTR INC Industrials 141,749.0 $16.4M 0.05% NEW $115.35 +20.1%
383 TGT PUT TARGET CORP Consumer Defensive 166,800.0 $16.3M 0.05% NEW $97.75 +24.3%
384 CRS CARPENTER TECHNOLOGY CORP Industrials 51,708.0 $16.3M 0.05% NEW $314.84 +29.9%
385 INTC PUT INTEL CORP Technology 440,600.0 $16.3M 0.05% NEW $36.90 +194.8%
386 KKR KKR & CO INC Financial Services 127,405.0 $16.2M 0.05% NEW $127.48 -23.9%
387 TLT ISHARES TR 186,130.0 $16.2M 0.05% NEW $87.16 -4.1%
388 GSK PUT GSK PLC Healthcare 330,700.0 $16.2M 0.05% NEW $49.04 +1.3%
389 AMGN PUT AMGEN INC Healthcare 49,400.0 $16.2M 0.05% NEW $327.31 -0.9%
390 LRCX CALL LAM RESEARCH CORP Technology 94,300.0 $16.1M 0.05% NEW $171.18 +66.3%
391 KEY KEYCORP Financial Services 780,931.0 $16.1M 0.05% NEW $20.64 +1.9%
392 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 776,892.0 $16.1M 0.05% NEW $20.74 +1.2%
393 KO PUT COCA COLA CO Consumer Defensive 229,700.0 $16.1M 0.05% NEW $69.91 +15.6%
394 PGR CALL PROGRESSIVE CORP Financial Services 70,500.0 $16.1M 0.05% NEW $227.72 -12.3%
395 U PUT UNITY SOFTWARE INC Technology 363,400.0 $16.1M 0.05% NEW $44.17 -38.5%
396 GOOG ALPHABET INC Communication Services 51,070.0 $16.0M 0.05% NEW $313.80 +25.3%
397 RTX PUT RTX CORPORATION Industrials 86,900.0 $15.9M 0.05% NEW $183.40 -6.7%
398 ALB PUT ALBEMARLE CORP Basic Materials 112,600.0 $15.9M 0.05% NEW $141.44 +24.3%
399 AXON PUT AXON ENTERPRISE INC Industrials 28,000.0 $15.9M 0.05% NEW $567.93 -29.7%
400 TEAM PUT ATLASSIAN CORPORATION Technology 97,600.0 $15.8M 0.05% NEW $162.14 -46.1%
Page 20 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%