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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 105 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 PUT IDEXX LABS INC 300.0 $169K -300.0 -50.0% $561.89
2082 RALLIANT CORP 4,052.0 $169K -5K -56.2% $41.59
2083 PUT COMPASS DIVERSIFIED 21,400.0 $168K -1K -4.9% $7.86
2084 CALL USA COMPRESSION PARTNERS LP 6,200.0 $168K -14K -68.7% $27.12
2085 PUT KIMBELL RTY PARTNERS LP 11,600.0 $168K -12K -49.8% $14.47
2086 PUT DOXIMITY INC 7,200.0 $168K -45K -86.3% $23.30
2087 WGO WINNEBAGO INDS INC Consumer Cyclical 5,413.0 $168K -35K -86.5% $30.99 -0.9%
2088 AMBA AMBARELLA INC Technology 3,243.0 $167K -5K -58.5% $51.47 +20.1%
2089 CALL BAYTEX ENERGY CORP 37,300.0 $167K -52K -58.1% $4.47
2090 PUT APTIV PLC 2,400.0 $167K -31K -92.8% $69.44
2091 BXC BLUELINX HLDGS INC Industrials 3,069.0 $166K -8K -71.7% $54.18 +11.6%
2092 PUT MUELLER INDS INC 1,500.0 $166K -600.0 -28.6% $110.80
2093 PUT VOYAGER TECHNOLOGIES INC 7,100.0 $166K -14K -66.5% $23.39
2094 CALL FORTIVE CORP 3,000.0 $166K -400.0 -11.8% $55.28
2095 PUT ASANA INC 25,900.0 $166K -20K -43.0% $6.40
2096 RHI ROBERT HALF INC. Industrials 6,504.0 $165K -10K -59.7% $25.40 +64.6%
2097 CALL NEW FOUND GOLD CORP 85,100.0 $165K -49K -36.5% $1.94
2098 CALL ALGOMA STL GROUP INC 39,800.0 $164K -94K -70.2% $4.13
2099 NWSA NEWS CORP NEW Communication Services 6,572.0 $164K -7K -53.1% $24.93 +14.0%
2100 PUT PERION NETWORK LTD 16,400.0 $164K -125K -88.4% $9.99
Page 105 of 195  ·  3,899 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%