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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 3 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 621,705.0 $70.4M 0.25% NEW $113.26 +1.7%
42 HBAN HUNTINGTON BANCSHARES INC Financial Services 3,964,336.0 $70.3M 0.25% -274K -6.5% $17.73 -0.4%
43 PG PROCTER & GAMBLE CO Consumer Defensive 476,208.0 $69.8M 0.25% +475K +10000.0% $146.64 -2.2%
44 SUPER MICRO COMPUTER INC 1,350,000.0 $69.2M 0.25% NEW $51.28
45 BSX BOSTON SCIENTIFIC CORP Healthcare 1,578,172.0 $67.4M 0.24% +742K +88.8% $42.68 +18.3%
46 MRVL MARVELL TECHNOLOGY INC Technology 214,732.0 $64.0M 0.23% +139K +185.0% $297.89 -27.5%
47 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 721,389.0 $62.8M 0.22% +711K +6925.6% $87.04 +4.0%
48 GE GE AEROSPACE Industrials 162,908.0 $60.9M 0.22% +37K +29.7% $373.73 +0.4%
49 LRCX LAM RESEARCH CORP Technology 139,713.0 $60.5M 0.22% +138K +6735.3% $433.33 -24.3%
50 AAL AMERICAN AIRLINES GROUP INC Industrials 3,276,588.0 $59.2M 0.21% +3.1M +1561.3% $18.07 -22.2%
51 AMD CALL ADVANCED MICRO DEVICES INC Technology 101,600.0 $59.0M 0.21% -22K -17.8% $580.91 -16.6%
52 GS GOLDMAN SACHS GROUP INC Financial Services 58,344.0 $59.0M 0.21% +29K +101.7% $1011.37 +2.9%
53 PFE PFIZER INC Healthcare 2,417,136.0 $58.2M 0.21% +1.3M +125.8% $24.08 +13.2%
54 SSNC SS&C TECH HLDGS Technology 933,976.0 $58.0M 0.21% +895K +2290.5% $62.05 +29.8%
55 NOC NORTHROP GRUMMAN CORP Industrials 111,569.0 $56.8M 0.20% +109K +5266.5% $509.31 +15.7%
56 SLM SLM CORP Financial Services 2,180,990.0 $56.6M 0.20% +2.2M +10000.0% $25.94 +3.6%
57 GWW WW GRAINGER INC Industrials 40,683.0 $55.3M 0.20% +41K +10000.0% $1360.40 -3.4%
58 TOL TOLL BROTHERS INC Consumer Cyclical 334,325.0 $55.1M 0.20% -57K -14.5% $164.75 -13.3%
59 ADI ANALOG DEVICES INC Technology 137,616.0 $54.7M 0.20% +52K +60.0% $397.17 -5.2%
60 TRIP COM GROUP LTD 55,000,000.0 $54.3M 0.19% -3.5M -6.0% $0.99
Page 3 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%