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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 23 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CALL ANTERIX INC 14,400.0 $550K NEW $38.19
442 VSNT VERSANT MEDIA GROUP INC Industrials 14,833.0 $549K NEW $37.02 +15.3%
443 SKYT SKYWATER TECHNOLOGY INC Technology 20,033.0 $549K NEW $27.41 +36.3%
444 UDN INVESCO DB US DLR INDEX TR Financial Services 30,481.0 $549K NEW $18.00 +1.1%
445 CALL AIR LEASE CORP 8,400.0 $545K NEW $64.94
446 CALUMET INC 15,061.0 $541K NEW $35.90
447 HAL HALLIBURTON CO Energy 13,835.0 $539K NEW $38.99 +5.4%
448 MGY MAGNOLIA OIL & GAS CORP Energy 16,976.0 $536K NEW $31.57 -10.8%
449 PRAXIS PRECISION MEDICINES I 1,660.0 $535K NEW $322.19
450 PUT UNICYCIVE THERAPEUTICS INC 81,200.0 $534K NEW $6.58
451 CALL INVESTMENT MANAGERS SER TR I 38,500.0 $533K NEW $13.84
452 KNSL KINSALE CAP GROUP INC Financial Services 1,552.0 $530K NEW $341.66 -8.7%
453 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,602.0 $529K NEW $203.18 +7.5%
454 CALL MARTEN TRANS LTD 40,200.0 $528K NEW $13.13
455 PUT DONALDSON INC 6,200.0 $526K NEW $84.87
456 PUT BOWMAN CONSULTING GROUP LTD 18,500.0 $526K NEW $28.44
457 CALL PATRICK INDS INC 4,700.0 $522K NEW $111.07
458 NNE NANO NUCLEAR ENERGY INC Industrials 25,472.0 $522K NEW $20.48 +41.9%
459 CALL CSG SYS INTL INC 6,500.0 $520K NEW $79.94
460 CALL ACADEMY SPORTS & OUTDOORS IN 9,200.0 $519K NEW $56.45
Page 23 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%