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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 82 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 GREAT LAKES DREDGE & DOCK CO 206,215.0 $2.7M 0.01% NEW $13.12
1622 TMC CALL TMC THE METALS COMPANY INC Basic Materials 437,200.0 $2.7M 0.01% NEW $6.17 -17.3%
1623 WMB CALL WILLIAMS COS INC Energy 44,700.0 $2.7M 0.01% NEW $60.11 +29.6%
1624 KD CALL KYNDRYL HLDGS INC Technology 101,100.0 $2.7M 0.01% NEW $26.56 -54.6%
1625 PATH CALL UIPATH INC Technology 163,500.0 $2.7M 0.01% NEW $16.39 -35.5%
1626 CTAS CALL CINTAS CORP Industrials 14,200.0 $2.7M 0.01% NEW $188.07 -8.4%
1627 ODFL CALL OLD DOMINION FREIGHT LINE IN Industrials 17,000.0 $2.7M 0.01% NEW $156.80 +32.5%
1628 GRAB PUT GRAB HOLDINGS LIMITED Technology 533,900.0 $2.7M 0.01% NEW $4.99 -28.7%
1629 FTRE FORTREA HLDGS INC Healthcare 154,256.0 $2.7M 0.01% NEW $17.25 -23.8%
1630 NRG PUT NRG ENERGY INC Utilities 16,700.0 $2.7M 0.01% NEW $159.24 -14.0%
1631 ONON CALL ON HLDG AG Consumer Cyclical 57,200.0 $2.7M 0.01% NEW $46.48 -15.7%
1632 RJF CALL RAYMOND JAMES FINL INC Financial Services 16,500.0 $2.6M 0.01% NEW $160.59 -5.3%
1633 WEN PUT WENDYS CO Consumer Cyclical 318,000.0 $2.6M 0.01% NEW $8.33 -7.0%
1634 ALL PUT ALLSTATE CORP Financial Services 12,700.0 $2.6M 0.01% NEW $208.15 +3.0%
1635 DVN DEVON ENERGY CORP NEW Energy 72,101.0 $2.6M 0.01% NEW $36.63 +28.6%
1636 CNI PUT CANADIAN NATL RY CO Industrials 26,700.0 $2.6M 0.01% NEW $98.85 +15.5%
1637 IVZ INVESCO LTD Financial Services 100,233.0 $2.6M 0.01% NEW $26.27 +2.7%
1638 MPWR PUT MONOLITHIC PWR SYS INC Technology 2,900.0 $2.6M 0.01% NEW $906.36 +72.3%
1639 MUR PUT MURPHY OIL CORP Energy 84,100.0 $2.6M 0.01% NEW $31.25 +20.9%
1640 PSX PHILLIPS 66 Energy 20,323.0 $2.6M 0.01% NEW $129.04 +39.0%
Page 82 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%