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 148 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 BOC BOSTON OMAHA CORP Communication Services 2,005.0 $23K -3K -60.7% $11.68 +15.9%
2942 PUT SHOE CARNIVAL INC 1,500.0 $23K -3K -69.4% $15.59
2943 PUT LITHIUM ARGENTINA AG 3,500.0 $23K -14K -79.9% $6.68
2944 PUT NATIONAL VISION HLDGS INC 900.0 $23K -200.0 -18.2% $25.90
2945 TOPT ISHARES TR 802.0 $23K -2K -74.6% $28.62 +19.6%
2946 UTZ UTZ BRANDS INC Consumer Defensive 2,879.0 $23K -18K -86.4% $7.92 -5.0%
2947 PUT KOREA ELEC PWR CORP 1,600.0 $23K -21K -92.9% $14.25
2948 PUT PAYONEER GLOBAL INC 4,700.0 $23K -2K -29.9% $4.83
2949 ATKR ATKORE INC Industrials 385.0 $23K -2K -81.3% $58.91 +39.7%
2950 CALL NATIONAL STORAGE AFFILIATES 600.0 $23K -2K -76.0% $37.74
2951 CALL CAMBRIA ETF TR 300.0 $23K -2K -84.2% $75.41
2952 CALL CLEAN ENERGY FUELS CORP 9,100.0 $23K -49K -84.2% $2.48
2953 PUT INGREDION INC 200.0 $23K -600.0 -75.0% $112.66
2954 TWST TWIST BIOSCIENCE CORP Healthcare 473.0 $22K -225.0 -32.2% $47.52 +42.8%
2955 PUT REDWOOD TRUST INC 4,000.0 $22K -5K -56.5% $5.61
2956 PUT PEMBINA PIPELINE CORP 500.0 $22K -900.0 -64.3% $44.76
2957 MLKN MILLERKNOLL INC Consumer Cyclical 1,546.0 $22K -920.0 -37.3% $14.46 +12.7%
2958 PUT TAYSHA GENE THERAPIES INC 5,000.0 $22K -6K -54.5% $4.47
2959 GAU GALIANO GOLD INC Basic Materials 8,876.0 $22K -325K -97.3% $2.51 -9.6%
2960 CALL JACK IN THE BOX INC 2,300.0 $22K -14K -85.6% $9.67
Page 148 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%