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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 218 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4341 PARR PAR PAC HOLDINGS INC Energy 465.0 $26K +58.0 +14.2% $56.08 +29.2%
4342 EVRG CALL EVERGY INC Utilities 300.0 $26K -6K -95.5% $86.43 -3.8%
4343 ALT ALTIMMUNE INC Healthcare 8,499.0 $26K +8K +10000.0% $3.04 -3.0%
4344 MTH CALL MERITAGE HOMES CORP Consumer Cyclical 300.0 $25K -2K -83.3% $83.85 -15.3%
4345 PYROPHYTE ACQUISITION CORP. 50,000.0 $25K $0.50
4346 SSYS CALL STRATASYS LTD Technology 2,900.0 $25K -97K -97.1% $8.56 -8.2%
4347 PAYX PAYCHEX INC Industrials 252.0 $25K -43K -99.4% $98.33 +25.0%
4348 A AGILENT TECHNOLOGIES INC Healthcare 186.0 $25K -2K -92.2% $132.83 +17.7%
4349 MLI PUT MUELLER INDS INC Industrials 200.0 $25K -8K -97.4% $122.93 -49.6%
4350 UNFI UNITED NAT FOODS INC Consumer Defensive 533.0 $24K -6K -91.6% $45.67 +2.4%
4351 VET VERMILION ENERGY INC Energy 2,577.0 $24K NEW $9.37 +37.0%
4352 FLNA CALL FILANA THERAPEUTICS INC Healthcare 20,200.0 $24K NEW $1.19 -20.8%
4353 KODIAK AI INC. 4,705.0 $24K NEW $5.08
4354 MTB CALL M & T BK CORP Financial Services 100.0 $24K -2K -95.7% $238.01 +0.1%
4355 VRRM CALL VERRA MOBILITY CORP Technology 5,600.0 $24K NEW $4.25 +9.6%
4356 BTG B2GOLD CORP Basic Materials 6,334.0 $24K NEW $3.74 +43.9%
4357 PZG PARAMOUNT GOLD NEV CORP Basic Materials 20,620.0 $24K -74K -78.3% $1.14 +36.0%
4358 NVCR NOVOCURE LTD Healthcare 1,535.0 $23K NEW $15.15 +17.3%
4359 BHC PUT BAUSCH HEALTH COS INC Healthcare 4,700.0 $23K +4K +370.0% $4.93 +38.1%
4360 NAVI CALL NAVIENT CORPORATION Financial Services 2,700.0 $23K NEW $8.51 +6.9%
Page 218 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%