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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 84 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 RF PUT REGIONS FINANCIAL CORP NEW Financial Services 95,300.0 $2.6M 0.01% NEW $27.10 +1.6%
1662 IFF CALL INTERNATIONAL FLAVORS&FRAGRA Basic Materials 38,300.0 $2.6M 0.01% NEW $67.39 +11.7%
1663 PUT LEIDOS HOLDINGS INC 14,300.0 $2.6M 0.01% NEW $180.40
1664 SGML PUT SIGMA LITHIUM CORPORATION Basic Materials 195,500.0 $2.6M 0.01% NEW $13.19 +16.3%
1665 BROS CALL DUTCH BROS INC Consumer Cyclical 42,100.0 $2.6M 0.01% NEW $61.22 -12.7%
1666 ESTC ELASTIC N V Technology 34,069.0 $2.6M 0.01% NEW $75.44 -28.6%
1667 APD CALL AIR PRODS & CHEMS INC Basic Materials 10,400.0 $2.6M 0.01% NEW $247.02 +17.5%
1668 CABO CABLE ONE INC Communication Services 22,756.0 $2.6M 0.01% NEW $112.85 -57.7%
1669 TTMI CALL TTM TECHNOLOGIES INC Technology 37,200.0 $2.6M 0.01% NEW $69.00 +145.4%
1670 AI PUT C3 AI INC Technology 190,400.0 $2.6M 0.01% NEW $13.48 -30.8%
1671 BTU CALL PEABODY ENERGY CORP Energy 86,300.0 $2.6M 0.01% NEW $29.70 -17.8%
1672 RUN CALL SUNRUN INC Energy 138,900.0 $2.6M 0.01% NEW $18.40 -25.6%
1673 LOGI CALL LOGITECH INTL S A Technology 25,500.0 $2.6M 0.01% NEW $100.22 +5.6%
1674 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 40,000.0 $2.5M 0.01% NEW $63.72 +43.0%
1675 FIG CALL FIGMA INC Technology 68,200.0 $2.5M 0.01% NEW $37.37 -42.2%
1676 IBB ISHARES TR 15,097.0 $2.5M 0.01% NEW $168.77 +0.2%
1677 CMC COMMERCIAL METALS CO Basic Materials 36,795.0 $2.5M 0.01% NEW $69.22 +2.1%
1678 PNC PUT PNC FINL SVCS GROUP INC Financial Services 12,200.0 $2.5M 0.01% NEW $208.73 +3.9%
1679 GDX VANECK ETF TRUST 29,677.0 $2.5M 0.01% NEW $85.77 +0.3%
1680 GSK GSK PLC Healthcare 51,904.0 $2.5M 0.01% NEW $49.04 +5.1%
Page 84 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%