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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 207 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4121 BLD PUT TOPBUILD CORP Industrials 100.0 $42K NEW $417.19 -3.9%
4122 SSYS CALL STRATASYS LTD Technology 4,800.0 $42K NEW $8.68 -6.7%
4123 PNR PUT PENTAIR PLC Industrials 400.0 $42K NEW $104.14 -31.6%
4124 CNXC PUT CONCENTRIX CORP Technology 1,000.0 $42K NEW $41.58 -42.3%
4125 EXP CALL EAGLE MATLS INC Basic Materials 200.0 $41K NEW $206.68 -5.8%
4126 EXP PUT EAGLE MATLS INC Basic Materials 200.0 $41K NEW $206.68 -5.8%
4127 JKS PUT JINKOSOLAR HLDG CO LTD Energy 1,600.0 $41K NEW $25.81 -12.9%
4128 NWL NEWELL BRANDS INC Consumer Defensive 11,045.0 $41K NEW $3.72 -6.6%
4129 VSH PUT VISHAY INTERTECHNOLOGY INC Technology 2,800.0 $41K NEW $14.49 +161.6%
4130 PGR PROGRESSIVE CORP Financial Services 178.0 $41K NEW $227.72 -11.5%
4131 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 69.0 $40K NEW $582.33 -10.7%
4132 TSN TYSON FOODS INC Consumer Defensive 684.0 $40K NEW $58.62 +12.5%
4133 ARMK ARAMARK Industrials 1,086.0 $40K NEW $36.86 +41.2%
4134 CRL PUT CHARLES RIV LABS INTL INC Healthcare 200.0 $40K NEW $199.48 -24.8%
4135 CORZ PUT CORE SCIENTIFIC INC NEW Technology 2,700.0 $39K NEW $14.56 +58.1%
4136 CALL XPLR INFRASTRUCTURE LP 3,900.0 $39K NEW $10.00
4137 ROK PUT ROCKWELL AUTOMATION INC Industrials 100.0 $39K NEW $389.07 +8.7%
4138 KURA KURA ONCOLOGY INC Healthcare 3,742.0 $39K NEW $10.39 -11.1%
4139 NSP CALL INSPERITY INC Industrials 1,000.0 $39K NEW $38.72 -20.3%
4140 NEW GOLD INC CDA 4,398.0 $38K NEW $8.71
Page 207 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%