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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 42 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Status
821 VPU VANGUARD WORLD FD 210 $39K SOLD
822 LANDBRIDGE COMPANY LLC 791 $39K SOLD
823 AMPG AMPLITECH GROUP INC Technology 12,911 $39K SOLD
824 CALL HILLENBRAND INC 1,200 $38K SOLD
825 AMERICAN COASTAL INS CORP 3,006 $38K SOLD
826 PUT VENTYX BIOSCIENCES INC 4,200 $38K SOLD
827 DMLP DORCHESTER MINERALS LP Energy 1,686 $38K SOLD
828 PUT HELIOS TECHNOLOGIES INC 700 $37K SOLD
829 FTV FORTIVE CORP Technology 677 $37K SOLD
830 CALL NBT BANCORP INC 900 $37K SOLD
831 RDWR RADWARE LTD Technology 1,544 $37K SOLD
832 PUT BRUNSWICK CORP 500 $37K SOLD
833 MAMA MAMAS CREATIONS INC Consumer Defensive 2,733 $37K SOLD
834 PUT STANDARD MTR PRODS INC 1,000 $37K SOLD
835 ROP ROPER TECHNOLOGIES INC Industrials 82 $36K SOLD
836 BSAC BANCO SANTANDER CHILE NEW Financial Services 1,168 $36K SOLD
837 POTLATCHDELTIC CORPORATION 905 $36K SOLD
838 PUT INGEVITY CORP 600 $36K SOLD
839 REX REX AMERICAN RES CORP Basic Materials 1,097 $35K SOLD
840 CALL FORGE GLOBAL HOLDINGS INC 2,100 $35K SOLD
Page 42 of 81  ·  1,620 positions
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%