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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 70 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 VISN CALL VISTANCE NETWORKS INC Technology 183,200.0 $2.3M 0.01% -41K -18.4% $12.78 -15.2%
1382 HAL PUT HALLIBURTON CO Energy 68,800.0 $2.3M 0.01% -76K -52.3% $33.95 +2.0%
1383 SCCO SOUTHERN COPPER CORP Basic Materials 13,374.0 $2.3M 0.01% +9K +181.7% $174.26 +22.9%
1384 CALL JBS N.V. 196,500.0 $2.3M 0.01% NEW $11.85
1385 TXT TEXTRON INC Industrials 25,309.0 $2.3M 0.01% +24K +1426.5% $91.73 -10.5%
1386 CG CALL CARLYLE GROUP INC Financial Services 55,100.0 $2.3M 0.01% +23K +71.7% $42.11 +16.7%
1387 GE CALL GE AEROSPACE Industrials 6,200.0 $2.3M 0.01% -14K -69.6% $373.73 -8.5%
1388 STX CALL SEAGATE TECHNOLOGY HLDNGS PL Technology 2,400.0 $2.3M 0.01% -22K -90.1% $965.00 -17.7%
1389 JBHT PUT HUNT J B TRANS SVCS INC Industrials 8,000.0 $2.3M 0.01% +6K +400.0% $289.43 -10.2%
1390 BALL CALL BALL CORP Consumer Cyclical 37,100.0 $2.3M 0.01% +22K +139.3% $62.40 +3.2%
1391 KEYS CALL KEYSIGHT TECHNOLOGIES INC Technology 6,600.0 $2.3M 0.01% +2K +29.4% $350.07 -11.3%
1392 NDAQ CALL NASDAQ INC Financial Services 29,300.0 $2.3M 0.01% +23K +372.6% $78.82 +25.3%
1393 KGC KINROSS GOLD CORP Basic Materials 97,769.0 $2.3M 0.01% -30K -23.3% $23.62 +39.6%
1394 BLDR CALL BUILDERS FIRSTSOURCE INC Industrials 25,800.0 $2.3M 0.01% +13K +95.5% $89.48 -21.5%
1395 BLDR PUT BUILDERS FIRSTSOURCE INC Industrials 25,800.0 $2.3M 0.01% +12K +91.1% $89.48 -21.5%
1396 TRGP PUT TARGA RES CORP Energy 8,600.0 $2.3M 0.01% -2K -17.3% $268.14 +9.7%
1397 VST PUT VISTRA CORP Utilities 14,500.0 $2.3M 0.01% -1K -8.8% $158.63 -14.5%
1398 DFH DREAM FINDERS HOMES INC Consumer Cyclical 133,157.0 $2.3M 0.01% NEW $17.26 -14.5%
1399 AMERICAS GOLD AND SILVER COR 486,043.0 $2.3M 0.01% -221K -31.2% $4.72
1400 OVV PUT OVINTIV INC Energy 43,500.0 $2.3M 0.01% +30K +224.6% $52.65 +25.2%
Page 70 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%