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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 24 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VTRS VIATRIS INC Healthcare 38,221.0 $516K NEW $13.51 +20.6%
462 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 53,965.0 $514K NEW $9.52 -4.3%
463 SIX FLAGS ENTERTAINMENT CORP 28,935.0 $514K NEW $17.75
464 XOVR ENTREPRENEURSHARES SERIES TR 30,371.0 $513K NEW $16.89 +17.3%
465 IP INTERNATIONAL PAPER CO Consumer Cyclical 14,365.0 $513K NEW $35.70 -9.6%
466 CALL HARMONY BIOSCIENCES HLDGS IN 18,200.0 $510K NEW $28.01
467 CRVS CORVUS PHARMACEUTICALS INC Healthcare 34,723.0 $508K NEW $14.63 -10.0%
468 SOUTH BOW CORP 15,182.0 $506K NEW $33.32
469 PUT VALKYRIE ETF TRUST II 14,500.0 $505K NEW $34.82
470 FROG JFROG LTD Technology 10,698.0 $502K NEW $46.93 +53.5%
471 UWMC UWM HOLDINGS CORPORATION Financial Services 138,546.0 $502K NEW $3.62 -14.8%
472 TOL TOLL BROTHERS INC Consumer Cyclical 3,671.0 $501K NEW $136.47 +2.9%
473 TEM TEMPUS AI INC Healthcare 10,990.0 $497K NEW $45.22 +3.2%
474 CALL MELCO RESORTS AND ENTMNT LTD 87,400.0 $496K NEW $5.68
475 CORBUS PHARMACEUTICALS HLDGS 52,836.0 $496K NEW $9.39
476 ADMA ADMA BIOLOGICS INC Healthcare 54,917.0 $495K NEW $9.01 -10.6%
477 CALL IBEX LTD 18,400.0 $493K NEW $26.82
478 LYG LLOYDS BANKING GROUP PLC Financial Services 97,719.0 $492K NEW $5.03 +9.4%
479 SA SEABRIDGE GOLD INC Basic Materials 17,279.0 $490K NEW $28.34 +10.7%
480 AI C3 AI INC Technology 58,107.0 $489K NEW $8.42 +12.8%
Page 24 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%