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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 60 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 CALL ADVANTAGE SOLUTIONS INC 2,200.0 $47K NEW $21.14
1182 CIGI COLLIERS INTL GROUP INC Real Estate 435.0 $46K NEW $106.89 -10.6%
1183 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 787.0 $46K NEW $58.65 +9.2%
1184 CALL JAMES RIV GROUP HOLDINGS INC 7,300.0 $46K NEW $6.30
1185 PUT CONMED CORP 1,300.0 $46K NEW $35.36
1186 VVX V2X INC Industrials 670.0 $46K NEW $68.50 +18.8%
1187 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 7,474.0 $46K NEW $6.13 +56.4%
1188 PUT CALLAWAY GOLF CO 3,300.0 $46K NEW $13.88
1189 PUT ENTREPRENEURSHARES SERIES TR 2,700.0 $46K NEW $16.89
1190 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 574.0 $46K NEW $79.33 -4.5%
1191 PERI PERION NETWORK LTD Communication Services 4,527.0 $45K NEW $9.99 -15.4%
1192 CALL LEGENCE CORP 800.0 $45K NEW $56.46
1193 RYLD GLOBAL X FDS 3,019.0 $45K NEW $14.95 +5.5%
1194 AVGG THEMES ETF TR 2,221.0 $45K NEW $20.32 +81.5%
1195 CALL GENCO SHIPPING & TRADING LTD 2,000.0 $45K NEW $22.55
1196 CALL GILAT SATELLITE NETWORKS LTD 3,000.0 $45K NEW $15.02
1197 CAL CALERES INC Consumer Cyclical 4,248.0 $45K NEW $10.54 +40.0%
1198 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 487.0 $45K NEW $91.64 +3.8%
1199 AMPL AMPLITUDE INC Technology 6,505.0 $44K NEW $6.82 +1.5%
1200 PRCH PORCH GROUP INC Technology 6,161.0 $44K NEW $7.17 +44.1%
Page 60 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%