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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 220 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4381 CINF CINCINNATI FINL CORP Financial Services 9.0 $1K NEW $163.33 +2.6%
4382 FOLD CALL AMICUS THERAPEUTICS INC Healthcare 100.0 $1K NEW $14.24 +1.8%
4383 IQVIA HLDGS INC 6.0 $1K NEW $225.33
4384 AJG GALLAGHER ARTHUR J & CO Financial Services 5.0 $1K NEW $258.80 -20.0%
4385 OCUL PUT OCULAR THERAPEUTIX INC Healthcare 100.0 $1K NEW $12.14 -24.5%
4386 RUM RUMBLE INC Technology 188.0 $1K NEW $6.32 +14.1%
4387 SPT CALL SPROUT SOCIAL INC Technology 100.0 $1K NEW $11.27 -44.5%
4388 BROOKFIELD ASSET MANAGMT LTD 18.0 $943.0 NEW $52.39
4389 CALL AMC ENTMT HLDGS INC 600.0 $936.0 NEW $1.56
4390 WEN WENDYS CO Consumer Cyclical 97.0 $808.0 NEW $8.33 -3.7%
4391 PLCE CALL CHILDRENS PL INC NEW Consumer Cyclical 200.0 $796.0 NEW $3.98 -15.6%
4392 BHF BRIGHTHOUSE FINL INC Financial Services 12.0 $777.0 NEW $64.75 -3.2%
4393 BCYC CALL BICYCLE THERAPEUTICS PLC Healthcare 100.0 $708.0 NEW $7.08 -38.4%
4394 VINFAST AUTO LTD 200.0 $668.0 NEW $3.34
4395 KHC KRAFT HEINZ CO Consumer Defensive 27.0 $655.0 NEW $24.26 -5.5%
4396 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 12.0 $647.0 NEW $53.92 -24.3%
4397 COTY PUT COTY INC Consumer Defensive 200.0 $616.0 NEW $3.08 -33.1%
4398 CRSR PUT CORSAIR GAMING INC Technology 100.0 $594.0 NEW $5.94 +13.1%
4399 CCCC PUT C4 THERAPEUTICS INC Healthcare 300.0 $573.0 NEW $1.91 +68.6%
4400 BBBY PUT BED BATH & BEYOND INC Consumer Cyclical 100.0 $546.0 NEW $5.46 -15.4%
Page 220 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%