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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 7 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 VSAT VIASAT INC Technology 62,568 $2.2M 0.00% SOLD
122 IWF ISHARES TR 4,553 $2.2M 0.00% SOLD
123 SU SUNCOR ENERGY INC NEW Energy 48,290 $2.1M 0.00% SOLD
124 UPST UPSTART HLDGS INC Financial Services 48,172 $2.1M 0.00% SOLD
125 CIEN CIENA CORP Technology 8,836 $2.1M 0.00% SOLD
126 WAL WESTERN ALLIANCE BANCORP Financial Services 24,365 $2.0M 0.00% SOLD
127 COF CAPITAL ONE FINL CORP Financial Services 8,445 $2.0M 0.00% SOLD
128 LLY ELI LILLY & CO Healthcare 1,899 $2.0M 0.00% SOLD
129 COMERICA INC 23,475 $2.0M 0.00% SOLD
130 ENVIRI CORP 113,638 $2.0M 0.00% SOLD
131 CALL VALKYRIE ETF TRUST II 54,100 $2.0M 0.00% SOLD
132 CG CARLYLE GROUP INC Financial Services 33,129 $2.0M 0.00% SOLD
133 GH GUARDANT HEALTH INC Healthcare 18,994 $1.9M 0.00% SOLD
134 KLARNA GROUP PLC 67,051 $1.9M 0.00% SOLD
135 DT DYNATRACE INC Technology 44,681 $1.9M 0.00% SOLD
136 KEY KEYCORP Financial Services 93,023 $1.9M 0.00% SOLD
137 STLD STEEL DYNAMICS INC Basic Materials 11,295 $1.9M 0.00% SOLD
138 PAGAYA TECHNOLOGIES LTD 90,760 $1.9M 0.00% SOLD
139 U UNITY SOFTWARE INC Technology 42,783 $1.9M 0.00% SOLD
140 RIG TRANSOCEAN LTD Energy 448,107 $1.9M 0.00% SOLD
Page 7 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%