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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 78 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 CALL CROSSAMERICA PARTNERS LP 9,900.0 $206K +700.0 +7.6% $20.78
1542 CALL IMPINJ INC 2,000.0 $205K +2K +300.0% $102.70
1543 PCTY PAYLOCITY HLDG CORP Technology 1,891.0 $204K +2K +508.0% $108.04 +2.6%
1544 HUBG HUB GROUP INC Industrials 5,667.0 $204K +5K +761.2% $36.04 +18.1%
1545 NMRK NEWMARK GROUP INC Real Estate 13,521.0 $203K +13K +1352.3% $14.99 -4.9%
1546 PUT SEZZLE INC 3,200.0 $203K +700.0 +28.0% $63.29
1547 KRP KIMBELL RTY PARTNERS LP Energy 13,879.0 $201K +1K +11.9% $14.47 +1.0%
1548 CALL AZENTA INC 9,500.0 $201K +2K +26.7% $21.13
1549 KBR KBR INC Industrials 5,430.0 $200K +3K +128.1% $36.86 -6.6%
1550 ALLE ALLEGION PLC Industrials 1,376.0 $200K +587.0 +74.4% $145.29 -9.6%
1551 PALLADYNE AI CORP 32,895.0 $200K +16K +98.5% $6.07
1552 CALL GLADSTONE CAP CORP 11,500.0 $200K +11K +10000.0% $17.35
1553 PUT HDFC BANK LTD 8,000.0 $199K +100.0 +1.3% $24.88
1554 CALL UNICYCIVE THERAPEUTICS INC 30,200.0 $199K +29K +2645.4% $6.58
1555 PUT SIMMONS FIRST NATL CORP 10,200.0 $198K +9K +920.0% $19.45
1556 SMCY TIDAL TRUST II 36,137.0 $198K +31K +568.5% $5.48 +32.7%
1557 CALL ENERGIZER HLDGS INC 12,000.0 $197K +6K +90.5% $16.42
1558 PUT NET LEASE OFFICE PROPERTIES 17,100.0 $197K +8K +90.0% $11.52
1559 RELL RICHARDSON ELECTRS LTD Technology 17,975.0 $197K +15K +558.9% $10.95 +55.5%
1560 CALL EQUITABLE HLDGS INC 5,300.0 $197K +5K +5200.0% $37.11
Page 78 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%