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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $149.1B AUM 10,161 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2204 New 2617 Added 3899 Reduced 1620 Exited
Page 2 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PUT ISHARES BITCOIN TRUST ETF 9,930,300.0 $381.5M 0.26% +1.3M +14.7% $38.42
22 CALL ISHARES INC 6,594,400.0 $340.8M 0.23% +2.8M +71.7% $51.68
23 PUT ALIBABA GROUP HLDG LTD 2,657,200.0 $333.4M 0.22% +98K +3.8% $125.46
24 CALL KRANESHARES TRUST 9,703,100.0 $275.8M 0.18% +4.3M +80.8% $28.43
25 CALL EXXON MOBIL CORP 1,587,500.0 $269.3M 0.18% +554K +53.6% $169.66
26 PUT ISHARES INC 3,741,800.0 $266.5M 0.18% +1.6M +73.5% $71.23
27 NVDA NVIDIA CORPORATION Technology 1,509,153.0 $263.2M 0.18% +768K +103.7% $174.40 +23.5%
28 CALL UNITED STS OIL FD LP 2,021,300.0 $257.2M 0.17% +1.7M +643.4% $127.25
29 CALL GOLDMAN SACHS GROUP INC 271,000.0 $229.3M 0.15% +66K +32.3% $845.99
30 PUT EXXON MOBIL CORP 1,305,700.0 $221.5M 0.15% +58K +4.6% $169.66
31 PUT JPMORGAN CHASE & CO 752,200.0 $221.3M 0.15% +19K +2.5% $294.16
32 CALL COREWEAVE INC 2,535,100.0 $196.4M 0.13% +682K +36.8% $77.47
33 PUT SANDISK CORP 286,200.0 $181.8M 0.12% +54K +23.5% $635.34
34 PUT COREWEAVE INC 2,262,000.0 $175.2M 0.12% +832K +58.2% $77.47
35 PUT COINBASE GLOBAL INC 996,500.0 $174.0M 0.12% +133K +15.4% $174.61
36 CALL SANDISK CORP 262,500.0 $166.8M 0.11% +178K +210.3% $635.34
37 CALL CARVANA CO 512,200.0 $161.0M 0.11% +112K +27.9% $314.38
38 CALL CHEVRON CORPORATION 745,800.0 $154.3M 0.10% +193K +34.9% $206.90
39 CALL BANK AMERICA CORP 2,802,000.0 $136.6M 0.09% +712K +34.1% $48.75
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 202,806.0 $131.9M 0.09% +115K +131.7% $650.34 +14.7%
Page 2 of 131  ·  2,617 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 33.1%
Financial Services 16.1%
Communication Services 11.7%
Consumer Cyclical 11.2%
Healthcare 10.2%
Energy 4.4%
Industrials 4.3%
Basic Materials 4.1%
Consumer Defensive 2.3%
Real Estate 1.3%