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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 187 of 418  ·  8,343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 WCC WESCO INTL INC Industrials 1,341.0 $328K NEW $244.64 +47.6%
3722 CALL KULICKE & SOFFA INDS INC 7,200.0 $328K NEW $45.56
3723 ANIP ANI PHARMACEUTICALS INC Healthcare 4,152.0 $328K NEW $78.94 -0.5%
3724 OPFI OPPFI INC Technology 31,260.0 $327K NEW $10.46 -18.8%
3725 CALL IMMUNOCORE HLDGS PLC 9,400.0 $326K NEW $34.71
3726 CALL HCI GROUP INC 1,700.0 $326K NEW $191.69
3727 BIOHAVEN LTD 28,812.0 $325K NEW $11.29
3728 PUT DAYFORCE INC 4,700.0 $325K NEW $69.16
3729 CALL GLADSTONE LD CORP 35,500.0 $325K NEW $9.15
3730 OPCH OPTION CARE HEALTH INC Healthcare 10,191.0 $325K NEW $31.86 -34.5%
3731 CALL CHIMERA INVT CORP 26,100.0 $324K NEW $12.43
3732 CALL COLUMBIA BKG SYS INC 11,600.0 $324K NEW $27.95
3733 PUT TALPHERA INC 284,400.0 $324K NEW $1.14
3734 RYN RAYONIER INC Real Estate 14,955.0 $324K NEW $21.65 -3.5%
3735 CALL HEICO CORP NEW 1,000.0 $324K NEW $323.59
3736 CALL DELEK US HLDGS INC NEW 10,900.0 $323K NEW $29.66
3737 PUT GLOBE LIFE INC 2,300.0 $322K NEW $139.86
3738 INV INNVENTURE INC Financial Services 76,878.0 $321K NEW $4.18 +27.5%
3739 CALL COSTAMARE INC 41,600.0 $321K NEW $7.72
3740 CALL BTCS INC 121,600.0 $321K NEW $2.64
Page 187 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%