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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 41 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 XEL XCEL ENERGY INC Utilities 65,243.0 $5.2M 0.02% -58K -47.0% $80.30 -5.0%
802 BE PUT BLOOM ENERGY CORP Industrials 17,300.0 $5.2M 0.02% -21K -55.2% $302.70 -33.4%
803 LHX L3HARRIS TECHNOLOGIES INC Industrials 17,964.0 $5.2M 0.02% +3K +17.9% $290.59 -8.2%
804 ON CALL ON SEMICONDUCTOR CORP Technology 55,000.0 $5.2M 0.02% +12K +28.2% $94.54 -21.5%
805 PDD PUT PDD HOLDINGS INC Consumer Cyclical 68,100.0 $5.2M 0.02% -13K -16.0% $76.28 +15.9%
806 CVS PUT CVS HEALTH CORP Healthcare 50,200.0 $5.2M 0.02% -8K -13.3% $103.45 -10.1%
807 AGI ALAMOS GOLD INC Basic Materials 171,012.0 $5.2M 0.02% +137K +408.5% $30.34 +24.8%
808 CALL CANADIAN PACIFIC KANSAS CITY 59,800.0 $5.2M 0.02% +26K +79.0% $86.65
809 AWI ARMSTRONG WORLD INDS INC NEW Industrials 32,286.0 $5.2M 0.02% +27K +535.8% $160.42 +11.3%
810 PSX PUT PHILLIPS 66 Energy 30,600.0 $5.2M 0.02% +17K +130.1% $169.05 +43.7%
811 LIBERTY LIVE HOLDINGS INC 48,932.0 $5.2M 0.02% +2K +4.9% $105.64
812 RBC RBC BEARINGS INC Industrials 8,020.0 $5.2M 0.02% -46K -85.1% $644.06 -21.5%
813 DIS PUT DISNEY WALT CO Communication Services 53,600.0 $5.2M 0.02% -1K -2.4% $96.25 +12.0%
814 RDDT REDDIT INC Communication Services 29,668.0 $5.1M 0.02% +6K +24.0% $173.58 -11.7%
815 RGTI CALL RIGETTI COMPUTING INC Technology 266,400.0 $5.1M 0.02% +141K +112.1% $19.32 -7.3%
816 FE CALL FIRSTENERGY CORP Utilities 108,000.0 $5.1M 0.02% +22K +25.0% $47.54 -3.3%
817 MNDY MONDAY COM LTD Technology 70,691.0 $5.1M 0.02% -119K -62.7% $72.39 +25.3%
818 APP CALL APPLOVIN CORP Technology 9,900.0 $5.1M 0.02% +900.0 +10.0% $515.23 -40.7%
819 OSK OSHKOSH CORP Industrials 33,193.0 $5.1M 0.02% +33K +10000.0% $153.48 +2.4%
820 GAMESTOP CORP 5,000,000.0 $5.1M 0.02% NEW $1.02
Page 41 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%