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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 74 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 AG CALL FIRST MAJESTIC SILVER CORP Basic Materials 125,300.0 $2.1M 0.01% -123K -49.5% $16.96 +22.8%
1462 APG API GROUP CORP Industrials 50,023.0 $2.1M 0.01% NEW $42.35 -3.8%
1463 DKS DICKS SPORTING GOODS INC Consumer Cyclical 9,327.0 $2.1M 0.01% -23K -70.8% $226.81 -20.9%
1464 KGC CALL KINROSS GOLD CORP Basic Materials 89,500.0 $2.1M 0.01% -138K -60.6% $23.62 +39.6%
1465 VOD VODAFONE GROUP PLC Communication Services 159,735.0 $2.1M 0.01% +145K +969.4% $13.22 +20.8%
1466 MAR CALL MARRIOTT INTL INC NEW Consumer Cyclical 5,700.0 $2.1M 0.01% +3K +128.0% $370.59 -2.8%
1467 LULU CALL LULULEMON ATHLETICA INC Consumer Cyclical 18,500.0 $2.1M 0.01% +1K +6.9% $114.18 +7.5%
1468 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 213,500.0 $2.1M 0.01% +82K +62.7% $9.86 +5.0%
1469 CMS PUT CMS ENERGY CORP Utilities 27,500.0 $2.1M 0.01% -200.0 -0.7% $76.50 -10.6%
1470 TLRY CALL TILRAY BRANDS INC Healthcare 468,500.0 $2.1M 0.01% +410K +706.4% $4.49 +5.1%
1471 FLR CALL FLUOR CORP Industrials 40,100.0 $2.1M 0.01% +12K +40.2% $52.39 -2.1%
1472 VMD VIEMED HEALTHCARE INC Healthcare 183,909.0 $2.1M 0.01% +151K +459.2% $11.40 -20.3%
1473 VRT VERTIV HOLDINGS CO Industrials 6,252.0 $2.1M 0.01% -25K -79.7% $334.82 -23.8%
1474 QXO QXO INC Industrials 120,991.0 $2.1M 0.01% +109K +922.2% $17.28 -22.4%
1475 ESOA ENERGY SERVICES OF AMER CORP Industrials 108,099.0 $2.1M 0.01% +38K +54.0% $19.34 -40.4%
1476 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 27,847.0 $2.1M 0.01% NEW $74.81 +2.1%
1477 HRB PUT BLOCK H & R INC Consumer Cyclical 54,700.0 $2.1M 0.01% -36K -39.7% $38.08 +41.0%
1478 HBAN CALL HUNTINGTON BANCSHARES INC Financial Services 117,400.0 $2.1M 0.01% +2K +1.3% $17.73 -3.9%
1479 CG PUT CARLYLE GROUP INC Financial Services 49,400.0 $2.1M 0.01% +25K +104.1% $42.11 +16.7%
1480 ALNY PUT ALNYLAM PHARMACEUTICALS INC Healthcare 6,900.0 $2.1M 0.01% +1K +16.9% $301.03 -21.6%
Page 74 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%