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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 81 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 PRG PROG HOLDINGS INC Industrials 38,896.0 $1.8M 0.01% NEW $46.61 -16.6%
1602 BWA PUT BORGWARNER INC Consumer Cyclical 27,300.0 $1.8M 0.01% +17K +162.5% $66.40 -1.8%
1603 CHD PUT CHURCH & DWIGHT CO INC Consumer Defensive 18,700.0 $1.8M 0.01% -100.0 -0.5% $96.88 +5.3%
1604 CRWV PUT COREWEAVE INC Technology 18,200.0 $1.8M 0.01% -54K -74.7% $99.54 -11.2%
1605 HMC CALL HONDA MOTOR CO LTD Consumer Cyclical 66,800.0 $1.8M 0.01% +52K +339.5% $27.11 +17.5%
1606 LVS CALL LAS VEGAS SANDS CORP Consumer Cyclical 39,100.0 $1.8M 0.01% -31K -44.5% $46.19 +2.1%
1607 MCO MOODYS CORP Financial Services 3,974.0 $1.8M 0.01% +4K +740.2% $452.92 +13.1%
1608 NBHC NATIONAL BK HLDGS CORP Financial Services 40,483.0 $1.8M 0.01% NEW $44.43 -6.5%
1609 PSKY CALL PARAMOUNT SKYDANCE CORP Communication Services 182,200.0 $1.8M 0.01% +46K +34.3% $9.86 +8.9%
1610 ALLY CALL ALLY FINL INC Financial Services 39,000.0 $1.8M 0.01% +6K +19.3% $45.95 -7.3%
1611 BYRN BYRNA TECHNOLOGIES INC Industrials 266,303.0 $1.8M 0.01% NEW $6.71 -45.3%
1612 BWA CALL BORGWARNER INC Consumer Cyclical 26,900.0 $1.8M 0.01% +17K +163.7% $66.40 -1.8%
1613 TMUS PUT T-MOBILE US INC Communication Services 10,600.0 $1.8M 0.01% -8K -43.9% $167.73 +8.3%
1614 RGLD CALL ROYAL GOLD INC Basic Materials 8,900.0 $1.8M 0.01% -4K -32.6% $199.61 +33.3%
1615 LPLA PUT LPL FINL HLDGS INC Financial Services 6,300.0 $1.8M 0.01% -900.0 -12.5% $281.68 +28.3%
1616 ELMD ELECTROMED INC Healthcare 41,906.0 $1.8M 0.01% +26K +164.6% $42.30 -7.4%
1617 DOO BRP INC Consumer Cyclical 29,035.0 $1.8M 0.01% +20K +224.1% $61.02 +1.5%
1618 DASH CALL DOORDASH INC Communication Services 9,600.0 $1.8M 0.01% -10K -52.2% $184.53 +27.0%
1619 KR KROGER CO Consumer Defensive 31,894.0 $1.8M 0.01% -147K -82.2% $55.53 +4.9%
1620 CL PUT COLGATE PALMOLIVE CO Consumer Defensive 19,300.0 $1.8M 0.01% -32K -62.6% $91.68 +0.0%
Page 81 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%