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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 132 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 CALL LIFEMD INC 13,900.0 $50K -16K -53.0% $3.61
2622 PUT HEALTHEQUITY INC 600.0 $50K -2K -72.7% $83.57
2623 PUT CROWN HLDGS INC 500.0 $50K -2K -76.2% $100.25
2624 CALL EQUITY LIFESTYLE PROPERTIES 800.0 $50K -200.0 -20.0% $62.42
2625 PUT EQUITY LIFESTYLE PROPERTIES 800.0 $50K -1K -61.9% $62.42
2626 PUT ARCUS BIOSCIENCES INC 2,300.0 $50K -400.0 -14.8% $21.60
2627 GSM FERROGLOBE PLC Basic Materials 12,053.0 $50K -92K -88.4% $4.12 -18.7%
2628 PUT WISDOMTREE TR 1,400.0 $50K -200.0 -12.5% $35.42
2629 SINCLAIR INC 3,818.0 $49K -45K -92.2% $12.94
2630 PUT MURPHY USA INC 100.0 $49K -100.0 -50.0% $493.97
2631 PUT PROCURE ETF TRUST II 1,100.0 $49K -5K -81.0% $44.81
2632 CALL PATRIA INVESTMENTS LIMITED 3,900.0 $49K -3K -43.5% $12.60
2633 PUT HUBBELL INC 100.0 $49K -100.0 -50.0% $490.74
2634 CALL LIGHTBRIDGE CORP 4,600.0 $49K -26K -84.8% $10.66
2635 HRB BLOCK H & R INC Consumer Cyclical 1,540.0 $49K -12K -88.3% $31.74 +32.6%
2636 PUT CAMDEN PPTY TR 500.0 $49K -800.0 -61.5% $97.66
2637 CALL BAOZUN INC 20,400.0 $49K -35K -63.0% $2.39
2638 VPG VISHAY PRECISION GROUP INC Technology 1,113.0 $48K -611.0 -35.4% $43.42 +131.8%
2639 CALL LAKELAND INDS INC 5,900.0 $48K -18K -75.5% $8.19
2640 CALL CARIS LIFE SCIENCES INC 2,700.0 $48K -7K -71.6% $17.88
Page 132 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%