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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 64 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 MOOG INC 8,892.0 $2.6M 0.01% NEW $292.64
1262 JCI PUT JOHNSON CONTROLS INTERNATION Industrials 19,800.0 $2.6M 0.01% -25K -56.0% $130.95 +3.5%
1263 TSN CALL TYSON FOODS INC Consumer Defensive 40,400.0 $2.6M 0.01% +19K +86.2% $64.07 +3.8%
1264 AXON AXON ENTERPRISE INC Industrials 6,093.0 $2.6M 0.01% -6K -49.0% $424.69 -8.2%
1265 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 9,400.0 $2.6M 0.01% -81K -89.6% $275.18 -7.7%
1266 ROK PUT ROCKWELL AUTOMATION INC Industrials 7,200.0 $2.6M 0.01% +7K +7100.0% $358.88 +21.6%
1267 INFINITY NAT RES INC 146,557.0 $2.6M 0.01% +62K +74.0% $17.61
1268 ARCB ARCBEST CORP Industrials 26,224.0 $2.6M 0.01% NEW $98.36 +26.5%
1269 B PUT BARRICK MNG CORP Basic Materials 63,200.0 $2.6M 0.01% -147K -69.9% $40.79 +1.1%
1270 MT PUT ARCELORMITTAL SA LUXEMBOURG Basic Materials 49,400.0 $2.6M 0.01% -112K -69.3% $51.98 +23.3%
1271 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 109,664.0 $2.6M 0.01% -1.7M -93.8% $23.39 -1.6%
1272 M MACYS INC Consumer Cyclical 141,770.0 $2.6M 0.01% +48K +51.5% $18.09 +14.0%
1273 WEC PUT WEC ENERGY GROUP INC Utilities 22,100.0 $2.6M 0.01% +12K +118.8% $115.77 -4.4%
1274 XLP SELECT SECTOR SPDR TR 31,199.0 $2.6M 0.01% -23K -42.4% $81.98 +3.3%
1275 LPTH LIGHTPATH TECHNOLOGIES INC Technology 254,855.0 $2.6M 0.01% -142K -35.8% $10.03 +42.4%
1276 GEHC CALL GE HEALTHCARE TECHNOLOGIES I Healthcare 35,900.0 $2.6M 0.01% -10K -22.5% $71.18 -9.6%
1277 MDLZ PUT MONDELEZ INTL INC Consumer Defensive 44,300.0 $2.6M 0.01% -114K -71.9% $57.64 +6.7%
1278 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 39,500.0 $2.6M 0.01% -500.0 -1.2% $64.61 +41.0%
1279 DVA PUT DAVITA INC Healthcare 16,600.0 $2.6M 0.01% +12K +253.2% $153.69 +29.3%
1280 AIG PUT AMERICAN INTL GROUP INC Financial Services 33,900.0 $2.6M 0.01% -22K -39.4% $75.25 +4.5%
Page 64 of 216  ·  4,317 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%