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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 104 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 THEMES ETF TR 50.0 $1K NEW $21.36
2062 CALL VAREX IMAGING CORP 100.0 $1K NEW $10.61
2063 THE BALDWIN INSURANCE GRP IN 48.0 $1K NEW $21.94
2064 ETF OPPORTUNITIES TRUST 87.0 $1K NEW $11.83
2065 AVNW AVIAT NETWORKS INC Technology 45.0 $1K NEW $22.60 -21.0%
2066 ANIK ANIKA THERAPEUTICS INC Healthcare 70.0 $1K NEW $14.50 +2.2%
2067 PGX INVESCO EXCH TRADED FD TR II 92.0 $1K NEW $10.87 +1.1%
2068 SATO INVESCO EXCH TRADED FD TR II 70.0 $1K NEW $14.29 +34.4%
2069 TKC TURKCELL ILETISIM Communication Services 166.0 $1K NEW $6.02 -4.8%
2070 CALL CIBUS INC 500.0 $990.0 NEW $1.98
2071 TIDAL TRUST II 24.0 $984.0 NEW $41.00
2072 IONL GRANITESHARES ETF TR 91.0 $982.0 NEW $10.79 +272.2%
2073 IMVP INVESCO INDIA EXCHANGE-TRADE 47.0 $964.0 NEW $20.51 +3.3%
2074 CALL 4D MOLECULAR THERAPEUTICS IN 100.0 $931.0 NEW $9.31
2075 PUT WEAVE COMMUNICATIONS INC 200.0 $924.0 NEW $4.62
2076 AFK VANECK ETF TRUST 35.0 $901.0 NEW $25.74 +7.1%
2077 LYTS LSI INDS INC OHIO Technology 48.0 $892.0 NEW $18.58 +30.0%
2078 MXCT MAXCYTE INC Healthcare 1,267.0 $890.0 NEW $0.70 +39.4%
2079 NGVT INGEVITY CORP Basic Materials 12.0 $854.0 NEW $71.17 -4.1%
2080 GBX GREENBRIER COS INC Industrials 16.0 $842.0 NEW $52.62 -8.0%
Page 104 of 111  ·  2,204 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%