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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 20 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PUT DOORDASH INC 87,300.0 $13.1M 0.01% -38K -30.1% $150.15
382 CALL DANAHER CORP DEL 69,100.0 $13.1M 0.01% -54K -43.7% $189.60
383 PUT VALERO ENERGY CORP 52,900.0 $13.1M 0.01% -57K -51.9% $247.08
384 CALL MPLX LP 227,000.0 $13.0M 0.01% -58K -20.2% $57.07
385 CALL AFFIRM HLDGS INC 281,300.0 $12.9M 0.01% -144K -33.9% $45.82
386 CALL REGENERON PHARMACEUTICALS 16,500.0 $12.7M 0.01% -26K -60.9% $772.64
387 CALL KENVUE INC 739,300.0 $12.7M 0.01% -1.3M -63.9% $17.24
388 CALL ONEOK INC NEW 140,800.0 $12.7M 0.01% -78K -35.6% $90.39
389 PUT HIMS & HERS HEALTH INC 605,000.0 $12.6M 0.01% -231K -27.6% $20.76
390 PUT HSBC HLDGS PLC 152,100.0 $12.5M 0.01% -27K -15.2% $82.49
391 PUT CAPITAL ONE FINL CORP 68,700.0 $12.5M 0.01% -51K -42.8% $182.43
392 CALL FORTINET INC 152,600.0 $12.5M 0.01% -29K -15.9% $81.72
393 CALL OSCAR HEALTH INC 1,086,700.0 $12.5M 0.01% -621K -36.4% $11.47
394 PUT NOVARTIS AG 81,600.0 $12.5M 0.01% -28K -25.3% $152.75
395 CALL HECLA MINING COMPANY 661,000.0 $12.3M 0.01% -624K -48.6% $18.63
396 CALL VANGUARD WHITEHALL FDS 84,500.0 $12.3M 0.01% -1K -1.6% $145.38
397 CALL SIRIUSXM HOLDINGS INC 529,400.0 $12.2M 0.01% -50K -8.7% $23.08
398 PUT BLACKROCK INC 12,700.0 $12.2M 0.01% -20K -60.8% $961.71
399 CALL BRITISH AMERN TOB PLC 208,100.0 $12.2M 0.01% -140K -40.2% $58.47
400 PUT APA CORPORATION 285,500.0 $12.1M 0.01% -143K -33.4% $42.44
Page 20 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%