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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 264 of 418  ·  8,343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5261 PUT OSI SYSTEMS INC 300.0 $77K NEW $255.06
5262 CHDN CHURCHILL DOWNS INC Consumer Cyclical 671.0 $76K NEW $113.78 -23.4%
5263 LUNG PULMONX CORP Healthcare 34,518.0 $76K NEW $2.21 -26.0%
5264 CALL FIRST INTST BANCSYSTEM INC 2,200.0 $76K NEW $34.60
5265 PUT INSTEEL INDS INC 2,400.0 $76K NEW $31.67
5266 PUT CALIFORNIA RES CORP 1,700.0 $76K NEW $44.71
5267 CALL ISHARES TR 1,400.0 $76K NEW $54.22
5268 PUT ARKO CORP 16,700.0 $76K NEW $4.54
5269 CALL MYRIAD GENETICS INC 12,300.0 $76K NEW $6.15
5270 PUT TECNOGLASS INC 1,500.0 $75K NEW $50.32
5271 PUT VANGUARD STAR FDS 1,000.0 $75K NEW $75.44
5272 JAKK JAKKS PAC INC Consumer Cyclical 4,464.0 $75K NEW $16.88 +30.3%
5273 MERUS N V 837.0 $75K NEW $90.00
5274 CALL NATWEST GROUP PLC 4,300.0 $75K NEW $17.50
5275 PUT GATES INDL CORP PLC 3,500.0 $75K NEW $21.47
5276 HLIO HELIOS TECHNOLOGIES INC Industrials 1,404.0 $75K NEW $53.49 +53.7%
5277 CALL AXIS CAP HLDGS LTD 700.0 $75K NEW $107.09
5278 PUT MERCHANTS BANCORP IND 2,200.0 $75K NEW $34.06
5279 EHAB ENHABIT INC Healthcare 8,115.0 $75K NEW $9.22 +49.7%
5280 PUT LOAR HOLDINGS INC 1,100.0 $75K NEW $68.00
Page 264 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%