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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $177.4B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8343 New
Page 153 of 418  ·  8,343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3041 CALL TENARIS S A 16,900.0 $650K NEW $38.45
3042 CALL LIBERTY ENERGY INC 35,200.0 $650K NEW $18.46
3043 CALL MANNKIND CORP 114,600.0 $650K NEW $5.67
3044 SANM SANMINA CORPORATION Technology 4,328.0 $650K NEW $150.07 +73.1%
3045 CALL AMERICOLD REALTY TRUST INC 50,500.0 $649K NEW $12.86
3046 SONO SONOS INC Technology 36,883.0 $648K NEW $17.56 -10.1%
3047 PUT PERFORMANCE FOOD GROUP CO 7,200.0 $647K NEW $89.92
3048 CALL RUSH ENTERPRISES INC 12,000.0 $647K NEW $53.94
3049 CALL VICOR CORP 5,900.0 $647K NEW $109.60
3050 CALL HOWARD HUGHES HOLDINGS INC 8,100.0 $646K NEW $79.77
3051 MIND MEDICINE MINDMED INC 48,226.0 $646K NEW $13.39
3052 GROY GOLD ROYALTY CORP Basic Materials 159,791.0 $646K NEW $4.04 -19.6%
3053 RCAT RED CAT HLDGS INC Technology 81,098.0 $643K NEW $7.93 +82.8%
3054 CALL KINGSTONE COS INC 38,200.0 $643K NEW $16.83
3055 ZG ZILLOW GROUP INC Communication Services 9,400.0 $641K NEW $68.23 -47.5%
3056 SSO PROSHARES TR 11,069.0 $641K NEW $57.92 +19.9%
3057 AGX ARGAN INC Industrials 2,045.0 $641K NEW $313.32 +112.9%
3058 CALL ATAI BECKLEY NV 156,600.0 $640K NEW $4.09
3059 LEGN LEGEND BIOTECH CORP Healthcare 29,432.0 $640K NEW $21.74 +24.9%
3060 CALL SMITH & WESSON BRANDS INC 64,800.0 $640K NEW $9.87
Page 153 of 418  ·  8,343 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 33.8%
Consumer Cyclical 12.2%
Financial Services 11.7%
Healthcare 10.9%
Industrials 9.8%
Communication Services 8.1%
Basic Materials 4.6%
Energy 3.2%
Utilities 2.8%
Consumer Defensive 2.0%