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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 73 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 PUT VANGUARD WELLINGTON FD 100.0 $20K NEW $197.10
1442 BJRI BJS RESTAURANTS INC Consumer Cyclical 556.0 $20K NEW $35.10 +31.8%
1443 OFFERPAD SOLUTIONS INC 29,633.0 $19K NEW $0.66
1444 WGS GENEDX HOLDINGS CORP Healthcare 302.0 $19K NEW $64.22 -23.0%
1445 PUT ESAB CORPORATION 200.0 $19K NEW $96.66
1446 CALL BLACKBAUD INC 500.0 $19K NEW $38.61
1447 CHE CHEMED CORP NEW Healthcare 51.0 $19K NEW $377.73 +16.3%
1448 TRX GOLD CORPORATION 12,745.0 $19K NEW $1.50
1449 PUT LINDBLAD EXPEDITIONS HLDGS I 1,100.0 $19K NEW $17.30
1450 PUT IDEX CORP 100.0 $19K NEW $189.55
1451 PUT RENTOKIL INITIAL PLC 600.0 $19K NEW $31.48
1452 SITE CTRS CORP 3,495.0 $19K NEW $5.40
1453 PUT GREAT LAKES DREDGE & DOCK CO 1,100.0 $19K NEW $17.00
1454 NBBK NB BANCORP INC Financial Services 877.0 $18K NEW $21.07 -4.7%
1455 NXTG FIRST TR EXCHANGE-TRADED FD 165.0 $18K NEW $111.92 +39.0%
1456 CALL ACTINIUM PHARMACEUTICALS INC 18,400.0 $18K NEW $0.99
1457 CALL FIRST TR EXCHNG TRADED FD VI 1,100.0 $18K NEW $16.57
1458 ACIU AC IMMUNE SA Healthcare 6,620.0 $18K NEW $2.75 +6.5%
1459 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 136.0 $18K NEW $133.10 -14.5%
1460 SAB BIOTHERAPEUTICS INC 4,713.0 $18K NEW $3.83
Page 73 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%