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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 36 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CALL METALLA RTY & STREAMING LTD 32,800.0 $217K NEW $6.63
702 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 11,684.0 $216K NEW $18.49 +28.3%
703 PUT PRIMORIS SVCS CORP 1,500.0 $215K NEW $143.04
704 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 2,742.0 $214K NEW $78.03 +4.0%
705 BLND BLEND LABS INC Technology 124,386.0 $211K NEW $1.70 +0.3%
706 ODDITY TECH LTD 15,674.0 $210K NEW $13.38
707 ORI OLD REP INTL CORP Financial Services 5,247.0 $209K NEW $39.90 -5.3%
708 CALL PETCO HEALTH & WELLNESS CO I 75,200.0 $209K NEW $2.78
709 CODI COMPASS DIVERSIFIED Industrials 26,375.0 $207K NEW $7.86 +48.7%
710 PUT SHOALS TECHNOLOGIES GROUP IN 31,500.0 $207K NEW $6.58
711 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,273.0 $207K NEW $162.48 -7.6%
712 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 5,739.0 $207K NEW $36.04 -1.9%
713 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,529.0 $205K NEW $45.30 -31.2%
714 OAKTREE SPECIALTY LENDING 17,961.0 $203K NEW $11.30
715 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 1,622.0 $202K NEW $124.65 -7.3%
716 BEKE KE HLDGS INC Real Estate 13,481.0 $202K NEW $14.97 +9.8%
717 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 21,660.0 $202K NEW $9.31 -4.1%
718 LGIH LGI HOMES INC Consumer Cyclical 5,099.0 $202K NEW $39.53 +22.6%
719 PNW PINNACLE WEST CAP CORP Utilities 1,996.0 $201K NEW $100.75 +0.9%
720 PROSHARES TR 4,865.0 $201K NEW $41.29
Page 36 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%