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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 35 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CAT CALL CATERPILLAR INC Industrials 6,100.0 $6.5M 0.02% -6K -50.0% $1064.90 -22.3%
682 TSCO CALL TRACTOR SUPPLY CO Consumer Cyclical 205,500.0 $6.5M 0.02% +107K +108.6% $31.61 +10.7%
683 IREN PUT IREN LIMITED Financial Services 142,000.0 $6.5M 0.02% +8K +5.9% $45.73 -8.4%
684 U UNITY SOFTWARE INC Technology 227,127.0 $6.5M 0.02% -215K -48.6% $28.58 +64.2%
685 SNY CALL SANOFI SA Healthcare 151,800.0 $6.5M 0.02% +133K +725.0% $42.66 +7.5%
686 SHOP CALL SHOPIFY INC Technology 56,700.0 $6.5M 0.02% -24K -29.6% $114.18 +30.7%
687 PFE PUT PFIZER INC Healthcare 268,800.0 $6.5M 0.02% $24.08 +16.6%
688 DUK PUT DUKE ENERGY CORP NEW Utilities 51,100.0 $6.5M 0.02% +21K +68.1% $126.58 -5.3%
689 PERIMETER SOLUTIONS INC 181,229.0 $6.5M 0.02% +147K +424.9% $35.65
690 AFRM AFFIRM HLDGS INC Technology 79,174.0 $6.5M 0.02% -2K -2.9% $81.55 -5.5%
691 HIMS CALL HIMS & HERS HEALTH INC Healthcare 185,200.0 $6.4M 0.02% -55K -22.8% $34.67 -2.6%
692 CALL UNILEVER PLC 106,300.0 $6.4M 0.02% +62K +141.6% $60.12
693 FCX PUT FREEPORT MCMORAN INC Basic Materials 101,500.0 $6.4M 0.02% +43K +73.2% $62.89 +21.9%
694 AXP AMERICAN EXPRESS CO Financial Services 18,793.0 $6.4M 0.02% +17K +1234.7% $338.25 -0.7%
695 VLO PUT VALERO ENERGY CORP Energy 24,400.0 $6.4M 0.02% +18K +275.4% $260.44 +34.0%
696 ARX ACCELERANT HOLDINGS Financial Services 541,257.0 $6.3M 0.02% NEW $11.72 +67.2%
697 RIVN PUT RIVIAN AUTOMOTIVE INC Consumer Cyclical 364,000.0 $6.3M 0.02% +162K +80.6% $17.35 -2.2%
698 CPT CAMDEN PPTY TR Real Estate 55,142.0 $6.3M 0.02% -12K -18.1% $114.49 -6.0%
699 DK DELEK US HLDGS INC NEW Energy 124,098.0 $6.3M 0.02% -81K -39.4% $50.81 +40.7%
700 BRBR BELLRING BRANDS INC Consumer Defensive 486,355.0 $6.3M 0.02% +458K +1645.3% $12.94 -21.3%
Page 35 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%