Walleye Capital Llc Portfolio Stock Holdings

Walleye Capital Llc disclosed 1924 stock positions valued at approximately $21.1 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, SPDR SERIES TRUST, and AMAZON COM INC. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.

Report Period
June 30, 2026
No. of Stocks
1924
Portfolio Value
$21.1B
Holdings by Sector
Walleye Capital Llc Portfolio Holdings in Q2 2026

1567 holdings in the latest reporting period.

Page 1 of 16
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther22.59%6,358,980+881,565+16.09%$4,762,176,532
SPDR SERIES TRUSTSPLGOther8.55%20,509,091+20,509,091+100.00%$1,802,338,917
AMAZON COM INCAMZNConsumer Cyclical2.12%1,874,326-677,924-26.56%$446,726,859
MICROSOFT CORPMSFTTechnology1.03%584,698+406,835+228.74%$218,104,048
JPMORGAN CHASE & COJPMFinancial Services1.03%663,632+656,541+9258.79%$217,226,663
ISHARES BITCOIN TRUST ETFIBITOther1.02%6,428,551+2,110,996+48.89%$214,006,463
APPLE INCAAPLTechnology0.69%505,052-117,448-18.87%$146,141,847
KLA CORPKLACTechnology0.67%468,562+426,330+1009.50%$141,369,841
STATE STR SPDR S&P 500 ETF TSPYOther0.67%188,548-1,447,604-88.48%$140,801,990
TESLA INCTSLAConsumer Cyclical0.66%332,911+185,803+126.30%$140,022,367
MICRON TECHNOLOGY INCMUTechnology0.58%106,659+51,334+92.79%$123,115,417
APPLIED MATLS INCAMATTechnology0.58%167,815-107,771-39.11%$121,330,245
CISCO SYS INCCSCOTechnology0.53%949,309+949,291+5273838.89%$111,505,835
SANDISK CORPSNDKOther0.51%47,008-34,995-42.68%$106,883,500
ADVANCED MICRO DEVICES INCAMDTechnology0.50%183,136-38,004-17.19%$106,385,534
HINGE HEALTH INC433313103Other0.50%1,267,650+1,160,801+1086.39%$105,214,950
CENCORA INCCORHealthcare0.47%347,797+185,397+114.16%$98,419,595
INVESCO QQQ TRQQQOther0.44%125,557-9,173-6.81%$92,460,175
CATERPILLAR INCCATIndustrials0.43%85,858+75,870+759.61%$91,430,184
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.42%355,932+78,974+28.51%$88,975,881
MCDONALDS CORPMCDConsumer Cyclical0.42%325,190+86,553+36.27%$87,902,109
META PLATFORMS INCMETACommunication Services0.41%154,977-87,789-36.16%$87,296,994
AMGEN INCAMGNHealthcare0.41%240,318+240,293+961172.00%$87,023,954
INTERNATIONAL BUSINESS MACHSIBMTechnology0.40%300,154+194,377+183.76%$84,406,306
CVS HEALTH CORPCVSHealthcare0.40%813,936+813,025+89245.33%$84,201,679
CAPITAL ONE FINL CORPCOFFinancial Services0.40%416,599+325,958+359.61%$83,578,091
ALLSTATE CORPALLFinancial Services0.38%339,616+339,552+530550.00%$80,808,231
BOEING COBAIndustrials0.37%364,100+216,596+146.84%$78,816,727
HOWMET AEROSPACE INCHWMIndustrials0.37%291,467+101,540+53.46%$78,363,818
ROBINHOOD MKTS INCHOODFinancial Services0.35%731,759+462,460+171.73%$73,380,793
PNC FINL SVCS GROUP INCPNCFinancial Services0.35%297,470+292,847+6334.57%$73,243,063
WALMART INCWMTConsumer Defensive0.33%621,705+557,189+863.64%$70,414,308
HUNTINGTON BANCSHARES INCHBANFinancial Services0.33%3,964,336-273,896-6.46%$70,287,677
PROCTER & GAMBLE COPGConsumer Defensive0.33%476,208+475,195+46909.67%$69,831,141
BOSTON SCIENTIFIC CORPBSXHealthcare0.32%1,578,172+742,220+88.79%$67,356,381
MARVELL TECHNOLOGY INCMRVLTechnology0.30%214,732+139,381+184.98%$63,966,515
INTERACTIVE BROKERS GROUP INIBKRFinancial Services0.30%721,389+711,121+6925.60%$62,789,699
GE AEROSPACEGEIndustrials0.29%162,908+37,262+29.66%$60,883,607
LAM RESEARCH CORPLRCXOther0.29%139,713+137,669+6735.27%$60,541,834
AMERICAN AIRLINES GROUP INCAALIndustrials0.28%3,276,588+3,079,362+1561.34%$59,207,945
GOLDMAN SACHS GROUP INCGSFinancial Services0.28%58,344+29,416+101.69%$59,007,371
PFIZER INCPFEHealthcare0.28%2,417,136+1,346,650+125.80%$58,204,635
SS&C TECH HLDGSSSNCTechnology0.27%933,976+894,906+2290.52%$57,953,211
NORTHROP GRUMMAN CORPNOCIndustrials0.27%111,569+109,490+5266.47%$56,823,207
SLM CORPSLMFinancial Services0.27%2,180,990+2,168,039+16740.32%$56,574,881
WW GRAINGER INCGWWIndustrials0.26%40,683+40,672+369745.45%$55,345,153
TOLL BROTHERS INCTOLConsumer Cyclical0.26%334,325-56,677-14.50%$55,080,044
ANALOG DEVICES INCADITechnology0.26%137,616+51,604+60.00%$54,656,947
EQUINIX INCEQIXReal Estate0.25%51,236-8,026-13.54%$53,407,894
CREDO TECHNOLOGY GROUP HOLDIG25457105Other0.25%194,736+175,781+927.36%$52,958,455
PHILLIPS 66PSXEnergy0.25%312,437+289,387+1255.48%$52,817,475
EMERSON ELEC COEMRIndustrials0.23%341,280+334,226+4738.11%$48,854,232
EATON CORP PLCETNOther0.23%114,225+108,441+1874.84%$48,673,557
MERCADOLIBRE INCMELIConsumer Cyclical0.23%28,672-1,100-3.69%$48,667,566
TEXAS INSTRS INCTXNTechnology0.23%162,712+79,280+95.02%$48,499,566
WELLTOWER INCWELLReal Estate0.23%211,681+172,398+438.86%$48,045,237
STMICROELECTRONICS N VSTMTechnology0.22%633,205+252,529+66.34%$47,420,722
FIFTH THIRD BANCORPFITBFinancial Services0.22%835,806+816,166+4155.63%$47,114,384
UNITED RENTALS INCURIIndustrials0.22%40,483+37,137+1109.89%$45,862,786
CARLYLE GROUP INCCGFinancial Services0.21%1,060,746+688,791+185.18%$44,668,014
CIENA CORPCIENTechnology0.21%89,241+31,406+54.30%$43,778,065
HUNT J B TRANS SVCS INCJBHTIndustrials0.21%150,103+138,546+1198.81%$43,444,311
AMETEK INCAMEIndustrials0.20%178,419+25,904+16.98%$43,166,693
NVIDIA CORPORATIONNVDATechnology0.20%205,767-543,713-72.55%$41,171,919
BANK OF AMER CORPBAC.PRNOther0.19%32,281+32,281+100.00%$40,574,635
ZIONS BANCORPORATION NATL ASZIONFinancial Services0.19%581,257+580,856+144851.87%$40,217,172
LOCKHEED MARTIN CORPLMTIndustrials0.19%76,600+43,605+132.16%$39,024,636
INTEL CORPINTCTechnology0.18%277,826-1,270-0.46%$38,792,844
FIVE BELOW INCFIVEConsumer Cyclical0.18%212,382+90,767+74.63%$38,184,160
LUMENTUM HLDGS INCLITETechnology0.18%44,026-24,339-35.60%$37,776,950
DELL TECHNOLOGIES INCDELLTechnology0.18%85,692+30,947+56.53%$36,972,670
PACCAR INCPCARIndustrials0.17%305,000+112,636+58.55%$36,636,600
EXPEDITORS INTL WASH INCEXPDIndustrials0.17%224,304+223,066+18018.26%$36,557,066
PROGRESSIVE CORPPGRFinancial Services0.17%165,343+149,121+919.25%$36,119,178
US BANCORPUSBFinancial Services0.17%597,294-384,096-39.14%$36,076,558
SEMTECH CORPSMTCTechnology0.17%222,602+176,872+386.77%$36,028,134
QUALCOMM INCQCOMTechnology0.17%192,683+39,389+25.70%$35,605,892
MORGAN STANLEYMSFinancial Services0.17%170,288+109,386+179.61%$35,597,004
ON HLDG AGONONOther0.17%993,310+937,223+1671.02%$35,183,040
SCHWAB CHARLES CORPSCHWFinancial Services0.17%380,017+338,771+821.34%$35,064,169
REGIONS FINANCIAL CORP NEWRFFinancial Services0.16%1,150,000+1,140,800+12400.00%$34,730,000
NIKE INCNKEConsumer Cyclical0.16%838,634+359,722+75.11%$34,425,926
PARKER-HANNIFIN CORPPHIndustrials0.16%35,106-1,195-3.29%$34,337,881
ELI LILLY & COLLYHealthcare0.16%28,457+7,813+37.85%$34,132,180
CSX CORPCSXIndustrials0.16%709,805-357,282-33.48%$33,737,032
WELLS FARGO & COWFCFinancial Services0.16%407,917+3,576+0.88%$33,710,261
SHOPIFY INCSHOPTechnology0.16%293,359+26,815+10.06%$33,495,731
FREEPORT MCMORAN INCFCXBasic Materials0.16%532,402+464,297+681.74%$33,482,762
HASBRO INCHASConsumer Cyclical0.16%404,595+309,798+326.80%$33,415,501
TJX COS INC NEWTJXConsumer Cyclical0.16%220,160+218,626+14252.02%$33,354,240
AIRBNB INCABNBConsumer Cyclical0.16%230,997-845,105-78.53%$33,055,671
VALLEY NATL BANCORPVLYFinancial Services0.16%2,231,252+2,230,132+199118.93%$32,687,842
MCKESSON CORPMCKHealthcare0.15%43,097+43,030+64223.88%$32,564,093
HEWLETT PACKARD ENTERPRISE CHPETechnology0.15%714,398+713,673+98437.66%$32,226,494
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.15%241,095+241,075+1205375.00%$31,949,909
KEYCORPKEYFinancial Services0.15%1,380,870+1,001,475+263.97%$31,829,054
STIFEL FINL CORPSFFinancial Services0.15%454,339+10,217+2.30%$31,699,232
TD SYNNEX CORPORATIONSNXTechnology0.15%117,987+51,425+77.26%$31,542,645
HAPPEN INCLCFinancial Services0.15%1,517,757+1,202,426+381.32%$31,478,280
UNITED AIRLS HLDGS INCUALIndustrials0.15%230,610+224,730+3821.94%$31,360,654
Walleye Capital Llc Options Holdings in Q2 2026

2563 options positions in the latest reporting period.

Page 1 of 26
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SPYSPDR S&P 500PUT354,900$265,028,673
Q2 2026QQQInvesco QQQ Trust, Series 1PUT256,000$188,518,400
Q2 2026TSLATesla, Inc.PUT229,900$96,695,940
Q2 2026AMDAdvanced Micro Devices, Inc.CALL101,600$59,020,456
Q2 2026NVDANVIDIA CorporationPUT257,000$51,423,130
Q2 2026TLTiShares 20+ Year Treasury Bond CALL570,000$49,259,400
Q2 2026JNJJohnson & JohnsonCALL189,700$48,178,109
Q2 2026MSFTMicrosoft CorporationPUT121,600$45,359,232
Q2 2026NVDANVIDIA CorporationCALL207,800$41,578,702
Q2 2026BACBank of America CorporationCALL614,600$35,019,908
Q2 2026AAPLApple Inc.CALL118,800$34,375,968
Q2 2026SHELShell PLCCALL433,000$33,574,820
Q2 2026SCHWCharles Schwab Corporation (TheCALL347,000$32,017,690
Q2 2026CSCOCisco Systems, Inc.CALL272,000$31,949,120
Q2 2026IWMiShares Russell 2000 ETFPUT104,000$31,246,800
Q2 2026MUMicron Technology, Inc.CALL26,900$31,050,401
Q2 2026KOCoca-Cola Company (The)CALL372,100$30,240,567
Q2 2026BRK-BBerkshire Hathaway Inc. NewCALL58,100$29,072,659
Q2 2026INTCIntel CorporationCALL206,000$28,763,780
Q2 2026MAMastercard IncorporatedCALL55,700$28,607,520
Q2 2026GILDGilead Sciences, Inc.CALL219,000$27,668,460
Q2 2026COPConocoPhillipsCALL260,300$27,060,788
Q2 2026NVSNovartis AGPUT169,600$26,579,712
Q2 2026MRVLMarvell Technology, Inc.PUT87,400$26,035,586
Q2 2026PFEPfizer, Inc.CALL1,081,000$26,030,480
Q2 2026MRKMerck & Company, Inc.CALL202,500$26,021,250
Q2 2026NVSNovartis AGCALL163,000$25,545,360
Q2 2026VVisa Inc.CALL74,400$25,525,896
Q2 2026BABAAlibaba Group Holding LimitedPUT265,900$25,521,082
Q2 2026MUMicron Technology, Inc.PUT21,800$25,163,522
Q2 2026TGTTarget CorporationCALL192,100$25,090,181
Q2 2026INTCIntel CorporationPUT178,900$24,979,807
Q2 2026BXBlackstone Inc.PUT211,500$24,887,205
Q2 2026CVXChevron CorporationCALL147,900$24,515,904
Q2 2026NBISNebius GroupPUT88,000$24,302,960
Q2 2026METAMeta Platforms, Inc.PUT41,000$23,094,890
Q2 2026CCitigroup, Inc.PUT159,700$22,351,612
Q2 2026HOODRobinhood Markets, Inc.CALL220,600$22,121,768
Q2 2026BKNGBooking Holdings Inc. Common StCALL123,700$22,048,288
Q2 2026METAMeta Platforms, Inc.CALL38,700$21,799,323
Q2 2026MAMastercard IncorporatedPUT42,100$21,622,560
Q2 2026JPMJP Morgan Chase & Co.CALL65,600$21,472,848
Q2 2026CCitigroup, Inc.CALL152,100$21,287,916
Q2 2026BXBlackstone Inc.CALL173,900$20,462,813
Q2 2026AMATApplied Materials, Inc.PUT28,100$20,316,300
Q2 2026SCHWCharles Schwab Corporation (ThePUT219,100$20,216,357
Q2 2026AXPAmerican Express CompanyCALL58,900$19,922,925
Q2 2026MSFTMicrosoft CorporationCALL52,500$19,583,550
Q2 2026KOCoca-Cola Company (The)PUT240,400$19,537,308
Q2 2026DELLDell Technologies Inc.PUT44,900$19,372,554
Q2 2026PEPPepsico, Inc.CALL142,900$19,348,660
Q2 2026AVGOBroadcom Inc.PUT49,400$18,660,850
Q2 2026MDTMedtronicCALL234,600$18,352,758
Q2 2026COSTCostco Wholesale CorporationCALL19,600$18,335,212
Q2 2026DISWalt Disney Company (The)CALL189,900$18,277,875
Q2 2026WFCWells Fargo & CompanyCALL220,400$18,213,856
Q2 2026AAPLApple Inc.PUT62,900$18,200,744
Q2 2026MRVLMarvell Technology, Inc.CALL61,000$18,171,290
Q2 2026NFLXNetflix, Inc.PUT244,100$17,428,740
Q2 2026AXPAmerican Express CompanyPUT51,000$17,250,750
Q2 2026CATCaterpillar, Inc.PUT15,700$16,718,930
Q2 2026WMTWalmart Inc.CALL146,500$16,592,590
Q2 2026HDHome Depot, Inc. (The)CALL47,000$16,575,960
Q2 2026FTNTFortinet, Inc.CALL107,000$16,437,340
Q2 2026ABBVAbbVie Inc.PUT64,500$16,230,780
Q2 2026NVONovo Nordisk A/SPUT337,600$16,184,544
Q2 2026JNJJohnson & JohnsonPUT63,600$16,152,492
Q2 2026DELLDell Technologies Inc.CALL37,100$16,007,166
Q2 2026GSGoldman Sachs Group, Inc. (The)CALL15,600$15,777,372
Q2 2026LMTLockheed Martin CorporationCALL30,900$15,742,314
Q2 2026MCDMcDonald's CorporationCALL57,400$15,515,794
Q2 2026TSMTaiwan Semiconductor ManufacturPUT32,400$15,473,268
Q2 2026VZVerizon Communications Inc.CALL363,200$15,377,888
Q2 2026ABBVAbbVie Inc.CALL60,800$15,299,712
Q2 2026SBUXStarbucks CorporationCALL148,000$15,124,120
Q2 2026QCOMQUALCOMM IncorporatedPUT81,700$15,097,343
Q2 2026GOOGAlphabet Inc.CALL42,600$15,051,858
Q2 2026XOMExxon Mobil CorporationCALL107,600$14,711,072
Q2 2026SPOTSpotifyPUT31,800$14,600,334
Q2 2026RIORio Tinto PlcCALL153,500$14,571,755
Q2 2026AMZNAmazon.com, Inc.CALL60,400$14,395,736
Q2 2026COSTCostco Wholesale CorporationPUT15,200$14,219,144
Q2 2026GOOGAlphabet Inc.PUT40,200$14,203,866
Q2 2026LOWLowe's Companies, Inc.CALL64,400$14,199,556
Q2 2026TSLATesla, Inc.CALL33,700$14,174,220
Q2 2026ARMArm Holdings plcPUT39,800$14,111,886
Q2 2026SNOWSnowflake Inc.CALL54,500$13,870,250
Q2 2026UNPUnion Pacific CorporationCALL50,500$13,736,000
Q2 2026AMGNAmgen Inc.CALL37,900$13,724,348
Q2 2026SOFISoFi Technologies, Inc.CALL753,300$13,506,669
Q2 2026PBRPetroleo Brasileiro S.A.- PetroCALL827,600$13,374,016
Q2 2026OXYOccidental Petroleum CorporatioCALL275,300$13,371,321
Q2 2026UALUnited Airlines Holdings, Inc.CALL97,600$13,272,624
Q2 2026AMDAdvanced Micro Devices, Inc.PUT22,500$13,070,475
Q2 2026CVXChevron CorporationPUT78,200$12,962,432
Q2 2026FCXFreeport-McMoRan, Inc.CALL204,400$12,854,716
Q2 2026ABTAbbott LaboratoriesCALL140,800$12,776,192
Q2 2026SOFISoFi Technologies, Inc.PUT709,400$12,719,542
Q2 2026PGProcter & Gamble Company (The)PUT85,600$12,552,384
Q2 2026ZTSZoetis Inc.CALL173,200$12,446,152

Notional value represents the total exposure of the options position.