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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 66 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 COGT COGENT BIOSCIENCES INC Healthcare 114,463.0 $4.1M 0.01% NEW $35.52 -8.3%
1302 LUNR INTUITIVE MACHINES INC Industrials 250,001.0 $4.1M 0.01% NEW $16.23 +111.0%
1303 DAL DELTA AIR LINES INC DEL Industrials 58,227.0 $4.0M 0.01% NEW $69.40 +9.0%
1304 AJG CALL GALLAGHER ARTHUR J & CO Financial Services 15,600.0 $4.0M 0.01% NEW $258.79 -19.9%
1305 OKLO PUT OKLO INC Utilities 56,200.0 $4.0M 0.01% NEW $71.76 -9.3%
1306 ICE CALL INTERCONTINENTAL EXCHANGE IN Financial Services 24,900.0 $4.0M 0.01% NEW $161.96 -6.5%
1307 XLK PUT SELECT SECTOR SPDR TR 28,000.0 $4.0M 0.01% NEW $143.97 +24.1%
1308 XLB SELECT SECTOR SPDR TR 88,728.0 $4.0M 0.01% NEW $45.35 +10.3%
1309 PUT CENCORA INC 11,900.0 $4.0M 0.01% NEW $337.75
1310 CALL UNILEVER PLC 61,400.0 $4.0M 0.01% NEW $65.40
1311 TLN CALL TALEN ENERGY CORP Utilities 10,700.0 $4.0M 0.01% NEW $374.84 -8.1%
1312 XLE PUT SELECT SECTOR SPDR TR 89,600.0 $4.0M 0.01% NEW $44.71 +32.3%
1313 DVN CALL DEVON ENERGY CORP NEW Energy 109,200.0 $4.0M 0.01% NEW $36.63 +28.6%
1314 RBRK CALL RUBRIK INC. Technology 52,300.0 $4.0M 0.01% NEW $76.48 -12.5%
1315 XOP PUT SPDR SERIES TRUST 31,600.0 $4.0M 0.01% NEW $126.26 +35.2%
1316 HALOZYME THERAPEUTICS INC 3,000,000.0 $4.0M 0.01% NEW $1.33
1317 OC PUT OWENS CORNING NEW Industrials 35,600.0 $4.0M 0.01% NEW $111.91 +3.7%
1318 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 38,700.0 $4.0M 0.01% NEW $102.89 -28.2%
1319 NOG PUT NORTHERN OIL & GAS INC Energy 185,300.0 $4.0M 0.01% NEW $21.47 +10.0%
1320 AXON CALL AXON ENTERPRISE INC Industrials 7,000.0 $4.0M 0.01% NEW $567.93 -31.4%
Page 66 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%