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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 34 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CALL TIDAL TRUST II 134,100.0 $1.7M 0.00% +52K +63.7% $12.93
662 CCI CROWN CASTLE INC Real Estate 21,302.0 $1.7M 0.00% +12K +121.9% $81.31 +12.3%
663 CCOI COGENT COMM HOLDINGS INC Communication Services 91,893.0 $1.7M 0.00% +7K +8.2% $18.84 +8.3%
664 SDOW PROSHARES TR 49,056.0 $1.7M 0.00% +32K +184.9% $35.21 -23.5%
665 CALL HERCULES CAPITAL INC 116,700.0 $1.7M 0.00% +78K +197.7% $14.77
666 PUT UNITED STS BRENT OIL FD LP 33,100.0 $1.7M 0.00% +32K +4037.5% $52.01
667 CALL ARCUS BIOSCIENCES INC 79,700.0 $1.7M 0.00% +32K +66.0% $21.60
668 DAVE INC 9,885.0 $1.7M 0.00% +1K +17.3% $174.09
669 CALL ZEVRA THERAPEUTICS INC 184,000.0 $1.7M 0.00% +20K +11.9% $9.32
670 PUT F5 INC 5,900.0 $1.7M 0.00% +2K +59.5% $289.33
671 PUT MIAMI INTL HLDGS INC 43,800.0 $1.7M 0.00% +39K +776.0% $38.92
672 CALL ENERGY VAULT HOLDINGS INC 515,200.0 $1.7M 0.00% +501K +3606.5% $3.30
673 PUT STAR BULK CARRIERS CORP. 74,000.0 $1.7M 0.00% +10K +16.4% $22.97
674 IEI ISHARES TR 14,320.0 $1.7M 0.00% +6K +82.1% $118.60 -0.8%
675 ED CONSOLIDATED EDISON INC Utilities 14,983.0 $1.7M 0.00% +8K +117.7% $113.18 -6.0%
676 SCO PROSHARES TR II Financial Services 203,738.0 $1.7M 0.00% +203K +10000.0% $8.32 +222.4%
677 AMER SPORTS INC 51,485.0 $1.7M 0.00% +38K +294.9% $32.92
678 PUT VORNADO RLTY TR 64,800.0 $1.7M 0.00% +50K +337.8% $25.99
679 CALL MARKETAXESS HLDGS INC 10,200.0 $1.7M 0.00% +9K +537.5% $164.98
680 ATEX ANTERIX INC Communication Services 43,750.0 $1.7M 0.00% +21K +94.0% $38.19 +69.2%
Page 34 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%