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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 222 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4421 LOPE GRAND CANYON ED INC Consumer Defensive 1.0 $166.0 NEW $166.00 -3.3%
4422 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 3.0 $150.0 NEW $50.00 +1.1%
4423 SCCO SOUTHERN COPPER CORP Basic Materials 1.0 $143.0 NEW $143.00 +31.8%
4424 GPCR STRUCTURE THERAPEUTICS INC Healthcare 2.0 $139.0 NEW $69.50 -42.7%
4425 HIG HARTFORD INSURANCE GROUP INC Financial Services 1.0 $138.0 NEW $138.00 -2.7%
4426 NTES NETEASE INC Technology 1.0 $138.0 NEW $138.00 -15.7%
4427 NVS NOVARTIS AG Healthcare 1.0 $138.0 NEW $138.00 +8.5%
4428 TLRY TILRAY BRANDS INC Healthcare 15.0 $135.0 NEW $9.00 -38.9%
4429 GEN GEN DIGITAL INC Technology 4.0 $109.0 NEW $27.25 -14.9%
4430 NTAP NETAPP INC Technology 1.0 $107.0 NEW $107.00 +12.1%
4431 PPL PPL CORP Utilities 3.0 $105.0 NEW $35.00 +2.2%
4432 EOG EOG RES INC Energy 1.0 $105.0 NEW $105.00 +29.5%
4433 SII SPROTT INC Financial Services 1.0 $98.0 NEW $98.00 +39.0%
4434 BEN FRANKLIN RESOURCES INC Financial Services 4.0 $96.0 NEW $24.00 +32.6%
4435 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 1.0 $87.0 NEW $87.00 -25.4%
4436 SBSW SIBANYE STILLWATER LTD Basic Materials 6.0 $86.0 NEW $14.33 -8.2%
4437 ZM ZOOM COMMUNICATIONS INC Technology 1.0 $86.0 NEW $86.00 +14.2%
4438 VNET VNET GROUP INC Technology 10.0 $85.0 NEW $8.50 +22.9%
4439 SYNA SYNAPTICS INC Technology 1.0 $74.0 NEW $74.00 +75.4%
4440 ROOT INC 1.0 $72.0 NEW $72.00
Page 222 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%