BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 85 of 111  ·  2,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 CALL HARMONIC INC 900.0 $8K NEW $8.98
1682 NVDW ROUNDHILL ETF TRUST 236.0 $8K NEW $34.06 +18.4%
1683 ANTERIS TECHNOLOGIES GLOBAL 1,441.0 $8K NEW $5.55
1684 MRTN MARTEN TRANS LTD Industrials 608.0 $8K NEW $13.13 +30.3%
1685 INVESTMENT MANAGERS SER TR I 406.0 $8K NEW $19.40
1686 PUT ELECTROVAYA INC 1,000.0 $8K NEW $7.82
1687 GRANITESHARES ETF TR 749.0 $8K NEW $10.44
1688 PUT GRAYSCALE XRP TR ETF 300.0 $8K NEW $26.02
1689 CALL LIBERTY LATIN AMERICA LTD 900.0 $8K NEW $8.64
1690 CALL ASGN INC 200.0 $8K NEW $38.71
1691 CALL OXFORD INDS INC 200.0 $8K NEW $38.51
1692 VERA VERA THERAPEUTICS INC Healthcare 191.0 $8K NEW $40.23 -14.6%
1693 USCI UNITED STS COMMODITY INDEX F Financial Services 80.0 $8K NEW $95.31 +3.6%
1694 PUT EZCORP INC 300.0 $8K NEW $25.38
1695 CHEF CHEFS WHSE INC Consumer Defensive 128.0 $8K NEW $59.45 +29.3%
1696 CALL PRINCIPAL EXCHANGE TRADED FD 400.0 $8K NEW $18.96
1697 BWB BRIDGEWATER BANCSHARES INC Financial Services 427.0 $8K NEW $17.70 +7.4%
1698 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 328.0 $8K NEW $22.95 +5.9%
1699 PUT CUMBERLAND PHARMACEUTICALS I 2,300.0 $7K NEW $3.25
1700 CALL KAZIA THERAPEUTICS LTD 1,000.0 $7K NEW $7.44
Page 85 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%