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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 15 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CALL MP MATERIALS CORP 442,800.0 $21.4M 0.01% -501K -53.1% $48.26
282 CALL HIMS & HERS HEALTH INC 1,028,500.0 $21.4M 0.01% -640K -38.4% $20.76
283 CALL UNITY SOFTWARE INC 972,300.0 $21.3M 0.01% -431K -30.7% $21.94
284 PUT FIRST SOLAR INC 106,000.0 $20.9M 0.01% -142K -57.2% $197.26
285 CALL VALERO ENERGY CORP 84,500.0 $20.9M 0.01% -25K -23.0% $247.08
286 CALL CIPHER DIGITAL INC 1,600,100.0 $20.6M 0.01% -666K -29.4% $12.87
287 CALL RIO TINTO PLC 220,500.0 $20.6M 0.01% -42K -16.0% $93.29
288 CALL EXPAND ENERGY CORPORATION 187,000.0 $20.5M 0.01% -142K -43.2% $109.78
289 CALL VISTRA CORP 136,300.0 $20.5M 0.01% -116K -46.1% $150.33
290 PUT LUCID GROUP INC 2,148,500.0 $20.5M 0.01% -14K -0.7% $9.53
291 PUT IONQ INC 698,800.0 $20.1M 0.01% -539K -43.5% $28.83
292 CALL DEERE & CO 35,700.0 $20.1M 0.01% -3K -6.8% $563.30
293 PUT INTUITIVE SURGICAL INC 43,400.0 $20.0M 0.01% -57K -56.7% $460.99
294 PUT HONEYWELL INTL INC 106,900.0 $19.5M 0.01% -9K -7.9% $182.81
295 PUT NIO INC 3,214,600.0 $19.4M 0.01% -1.2M -26.7% $6.03
296 CALL ENERGY FUELS INC 1,059,600.0 $19.3M 0.01% -994K -48.4% $18.25
297 PUT ACCENTURE PLC IRELAND 96,600.0 $19.2M 0.01% -70K -41.8% $198.29
298 CALL DATADOG INC 161,800.0 $19.1M 0.01% -285K -63.8% $118.05
299 PUT MONGODB INC 77,200.0 $18.9M 0.01% -80K -50.7% $244.77
300 PUT DEVON ENERGY CORP NEW 375,200.0 $18.9M 0.01% -101K -21.3% $50.32
Page 15 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%