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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 24 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WMB WILLIAMS COS INC Energy 139,808.0 $10.4M 0.04% +18K +14.4% $74.34 -1.5%
462 QCOM CALL QUALCOMM INC Technology 56,100.0 $10.4M 0.04% +31K +120.0% $184.79 -12.4%
463 GPRE GREEN PLAINS INC Basic Materials 673,350.0 $10.4M 0.04% +154K +29.7% $15.38 +4.2%
464 KOSMOS ENERGY LTD 13,688,000.0 $10.4M 0.04% +2.1M +18.4% $0.76
465 SPSC SPS COMM INC Technology 180,335.0 $10.3M 0.04% -277K -60.6% $57.17 +41.3%
466 DOV DOVER CORP Industrials 45,967.0 $10.3M 0.04% +4K +10.0% $224.28 -9.8%
467 TMO CALL THERMO FISHER SCIENTIFIC INC Healthcare 20,500.0 $10.3M 0.04% +17K +439.5% $501.36 +22.4%
468 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,085,946.0 $10.2M 0.04% -79K -6.8% $9.39 +19.0%
469 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 106,000.0 $10.2M 0.04% +73K +217.4% $95.98 +34.4%
470 ENOVIS CORPORATION 10,500,000.0 $10.1M 0.04% +1.0M +10.5% $0.96
471 NEPTUNE INS HLDGS INC 321,146.0 $10.1M 0.04% +186K +137.2% $31.50
472 CNC CENTENE CORP DEL Healthcare 157,287.0 $10.1M 0.04% +58K +58.6% $64.19 +0.8%
473 PM CALL PHILIP MORRIS INTL INC Consumer Defensive 55,800.0 $10.1M 0.04% +18K +48.4% $180.91 +5.0%
474 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 25,013.0 $10.1M 0.04% -88K -77.9% $401.84 +0.3%
475 DUK CALL DUKE ENERGY CORP NEW Utilities 78,600.0 $9.9M 0.04% +60K +329.5% $126.58 -2.4%
476 XOM PUT EXXON MOBIL CORP Energy 72,500.0 $9.9M 0.04% -13K -15.2% $136.72 +20.5%
477 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 91,394.0 $9.9M 0.04% NEW $108.35 +0.1%
478 MO CALL ALTRIA GROUP INC Consumer Defensive 137,300.0 $9.9M 0.04% -15K -10.0% $71.95 -8.2%
479 CALL TOTALENERGIES SE 126,900.0 $9.9M 0.04% +70K +121.5% $77.76
480 GROUPON INC 9,948,000.0 $9.8M 0.04% -302K -3.0% $0.99
Page 24 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%