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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 54 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 EXPAND ENERGY CORPORATION 51,131.0 $5.6M 0.02% NEW $110.36
1062 HEI HEICO CORP NEW Industrials 17,407.0 $5.6M 0.02% NEW $323.59 -6.9%
1063 PPL CALL PPL CORP Utilities 160,700.0 $5.6M 0.02% NEW $35.02 +1.2%
1064 TEM PUT TEMPUS AI INC Healthcare 95,200.0 $5.6M 0.02% NEW $59.05 -22.3%
1065 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 45,080.0 $5.6M 0.02% NEW $124.56 -8.5%
1066 CVNA PUT CARVANA CO Consumer Cyclical 13,300.0 $5.6M 0.02% NEW $422.02 -84.7%
1067 CSGP PUT COSTAR GROUP INC Real Estate 83,400.0 $5.6M 0.02% NEW $67.24 -49.5%
1068 VRT PUT VERTIV HOLDINGS CO Industrials 34,600.0 $5.6M 0.02% NEW $162.01 +94.8%
1069 CPRT PUT COPART INC Industrials 142,800.0 $5.6M 0.02% NEW $39.15 -12.1%
1070 DXCM CALL DEXCOM INC Healthcare 84,200.0 $5.6M 0.02% NEW $66.37 +8.3%
1071 SM SM ENERGY CO Energy 298,476.0 $5.6M 0.02% NEW $18.70 +86.1%
1072 MIR MIRION TECHNOLOGIES INC Industrials 238,260.0 $5.6M 0.02% NEW $23.42 -24.8%
1073 MCK PUT MCKESSON CORP Healthcare 6,800.0 $5.6M 0.02% NEW $820.29 -6.6%
1074 TTD CALL THE TRADE DESK INC Technology 146,900.0 $5.6M 0.02% NEW $37.96 -44.6%
1075 BE PUT BLOOM ENERGY CORP Industrials 64,100.0 $5.6M 0.02% NEW $86.89 +254.3%
1076 PUT ANGLOGOLD ASHANTI PLC 65,200.0 $5.6M 0.02% NEW $85.28
1077 QXO INC 100,000.0 $5.6M 0.02% NEW $55.56
1078 HOG HARLEY DAVIDSON INC Consumer Cyclical 270,783.0 $5.5M 0.02% NEW $20.49 +13.2%
1079 CHRW CALL C H ROBINSON WORLDWIDE INC Industrials 34,500.0 $5.5M 0.02% NEW $160.76 +10.8%
1080 BRO BROWN & BROWN INC Financial Services 69,411.0 $5.5M 0.02% NEW $79.70 -26.6%
Page 54 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%