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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 7 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FCX FREEPORT MCMORAN INC Basic Materials 532,402.0 $33.5M 0.12% +464K +681.7% $62.89 +5.4%
122 HAS HASBRO INC Consumer Cyclical 404,595.0 $33.4M 0.12% +310K +326.8% $82.59 +15.1%
123 TJX TJX COS INC NEW Consumer Cyclical 220,160.0 $33.4M 0.12% +219K +10000.0% $151.50 +0.3%
124 ABNB AIRBNB INC Consumer Cyclical 230,997.0 $33.1M 0.12% -845K -78.5% $143.10 +28.9%
125 VLYPN VALLEY NATL BANCORP Financial Services 2,231,252.0 $32.7M 0.12% +2.2M +10000.0% $14.65 +74.9%
126 MCK MCKESSON CORP Healthcare 43,097.0 $32.6M 0.12% +43K +10000.0% $755.60 +15.6%
127 HPE HEWLETT PACKARD ENTERPRISE C Technology 714,398.0 $32.2M 0.12% +714K +10000.0% $45.11 +23.1%
128 SCHW CALL SCHWAB CHARLES CORP Financial Services 347,000.0 $32.0M 0.11% +276K +388.1% $92.27 +20.9%
129 MICROCHIP TECHNOLOGY INC. 29,030,000.0 $32.0M 0.11% -4.5M -13.4% $1.10
130 HIG HARTFORD INSURANCE GROUP INC Financial Services 241,095.0 $31.9M 0.11% +241K +10000.0% $132.52 +4.6%
131 CSCO CALL CISCO SYS INC Technology 272,000.0 $31.9M 0.11% +128K +88.9% $117.46 -4.8%
132 KEY KEYCORP Financial Services 1,380,870.0 $31.8M 0.11% +1.0M +264.0% $23.05 -1.1%
133 SF STIFEL FINL CORP Financial Services 454,339.0 $31.7M 0.11% +10K +2.3% $69.77 +20.6%
134 SNX TD SYNNEX CORPORATION Technology 117,987.0 $31.5M 0.11% NEW $267.34 -3.5%
135 LC HAPPEN INC Financial Services 1,517,757.0 $31.5M 0.11% +1.2M +381.3% $20.74 -7.4%
136 UAL UNITED AIRLS HLDGS INC Industrials 230,610.0 $31.4M 0.11% +225K +3821.9% $135.99 -12.5%
137 IWM PUT ISHARES TR 104,000.0 $31.2M 0.11% $300.45 -0.0%
138 TRGP TARGA RES CORP Energy 116,415.0 $31.2M 0.11% +93K +387.7% $268.14 +11.4%
139 NIO INC 30,700,000.0 $31.1M 0.11% +15.0M +95.5% $1.01
140 MU CALL MICRON TECHNOLOGY INC Technology 26,900.0 $31.1M 0.11% +10K +56.4% $1154.29 -19.1%
Page 7 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%