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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 53 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 ODFL PUT OLD DOMINION FREIGHT LINE IN Industrials 36,800.0 $5.8M 0.02% NEW $156.80 +32.5%
1042 BX BLACKSTONE INC Financial Services 37,335.0 $5.8M 0.02% NEW $154.14 -23.1%
1043 ENPH ENPHASE ENERGY INC Energy 179,370.0 $5.7M 0.02% NEW $32.05 +94.5%
1044 SGRY SURGERY PARTNERS INC Healthcare 371,995.0 $5.7M 0.02% NEW $15.45 -12.7%
1045 IREN IREN LIMITED Financial Services 151,892.0 $5.7M 0.02% NEW $37.77 +53.7%
1046 EQT PUT EQT CORP Energy 106,900.0 $5.7M 0.02% NEW $53.60 +7.7%
1047 BK CALL BANK NEW YORK MELLON CORP Financial Services 49,300.0 $5.7M 0.02% NEW $116.09 +19.7%
1048 YUM PUT YUM BRANDS INC Consumer Cyclical 37,800.0 $5.7M 0.02% NEW $151.28 +0.9%
1049 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 139,733.0 $5.7M 0.02% NEW $40.84 -15.8%
1050 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 45,300.0 $5.7M 0.02% NEW $125.87 -39.2%
1051 RHI ROBERT HALF INC. Industrials 209,875.0 $5.7M 0.02% NEW $27.16 -3.4%
1052 HCA PUT HCA HEALTHCARE INC Healthcare 12,200.0 $5.7M 0.02% NEW $466.86 -15.9%
1053 UNP UNION PAC CORP Industrials 24,604.0 $5.7M 0.02% NEW $231.32 +14.9%
1054 B BARRICK MNG CORP Basic Materials 130,621.0 $5.7M 0.02% NEW $43.55 -5.3%
1055 INSM CALL INSMED INC Healthcare 32,600.0 $5.7M 0.02% NEW $174.04 -37.1%
1056 RIVIAN AUTOMOTIVE INC 4,500,000.0 $5.7M 0.02% NEW $1.26
1057 EMR CALL EMERSON ELEC CO Industrials 42,600.0 $5.7M 0.02% NEW $132.72 +1.6%
1058 NTNX CALL NUTANIX INC Technology 109,300.0 $5.6M 0.02% NEW $51.69 -13.5%
1059 PUT TOTALENERGIES SE 86,300.0 $5.6M 0.02% NEW $65.42
1060 EXPE EXPEDIA GROUP INC Consumer Cyclical 19,925.0 $5.6M 0.02% NEW $283.31 -23.0%
Page 53 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%