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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 26 of 418  ·  8,343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NEE NEXTERA ENERGY INC Utilities 293,398.0 $23.6M 0.01% NEW $80.28 +9.2%
502 CMCSA COMCAST CORP NEW Communication Services 783,697.0 $23.4M 0.01% NEW $29.89 -15.9%
503 PUT CLOUDFLARE INC 118,700.0 $23.4M 0.01% NEW $197.15
504 PUT LUMENTUM HLDGS INC 63,300.0 $23.3M 0.01% NEW $368.59
505 PUT ON HLDG AG 499,700.0 $23.2M 0.01% NEW $46.48
506 PUT AKAMAI TECHNOLOGIES INC 265,100.0 $23.1M 0.01% NEW $87.25
507 CALL HUMANA INC 90,000.0 $23.1M 0.01% NEW $256.13
508 CALL KROGER CO 366,900.0 $22.9M 0.01% NEW $62.48
509 PUT EOG RES INC 217,700.0 $22.9M 0.01% NEW $105.01
510 PUT LUCID GROUP INC 2,162,500.0 $22.9M 0.01% NEW $10.57
511 CALL VIKING THERAPEUTICS INC 646,200.0 $22.7M 0.01% NEW $35.18
512 PUT ROCKET COS INC 1,163,200.0 $22.5M 0.01% NEW $19.36
513 PUT COHERENT CORP 122,000.0 $22.5M 0.01% NEW $184.57
514 PUT DBX ETF TR 682,500.0 $22.5M 0.01% NEW $32.98
515 PUT AMPHENOL CORP NEW 166,500.0 $22.5M 0.01% NEW $135.14
516 CALL ANALOG DEVICES INC 82,500.0 $22.4M 0.01% NEW $271.20
517 PUT WYNN RESORTS LTD 185,800.0 $22.4M 0.01% NEW $120.33
518 PUT NIO INC 4,383,000.0 $22.4M 0.01% NEW $5.10
519 WULF TERAWULF INC Financial Services 1,941,017.0 $22.3M 0.01% NEW $11.49 +98.6%
520 CALL INSMED INC 128,100.0 $22.3M 0.01% NEW $174.04
Page 26 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%