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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 29 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CALL 3M CO 47,700.0 $6.9M 0.01% -18K -27.9% $145.23
562 PUT MONSTER BEVERAGE CORP NEW 94,600.0 $6.9M 0.01% -24K -20.5% $72.46
563 PUT SIMON PPTY GROUP INC NEW 36,700.0 $6.8M 0.01% -6K -14.8% $186.53
564 CALL WAYFAIR INC 90,800.0 $6.8M 0.01% -8K -8.3% $75.21
565 CALL ASCENDIS PHARMA A/S 29,800.0 $6.8M 0.01% -7K -19.7% $228.73
566 CALL ARCHER AVIATION INC 1,317,600.0 $6.8M 0.01% -1.4M -52.0% $5.17
567 PUT OSCAR HEALTH INC 593,600.0 $6.8M 0.01% -406K -40.6% $11.47
568 CALL D R HORTON INC 49,400.0 $6.8M 0.01% -65K -56.8% $137.22
569 PUT KINDER MORGAN INC DEL 202,000.0 $6.8M 0.01% -92K -31.2% $33.53
570 CALL PERMIAN RESOURCES CORP 317,100.0 $6.8M 0.01% -59K -15.6% $21.32
571 CALL SUNRUN INC 496,100.0 $6.7M 0.01% -555K -52.8% $13.56
572 PUT CELSIUS HLDGS INC 189,600.0 $6.7M 0.01% -176K -48.1% $35.48
573 CALL STRYKER CORPORATION 20,400.0 $6.7M 0.00% -6K -24.2% $328.59
574 CALL STONECO LTD 474,200.0 $6.7M 0.00% -294K -38.2% $14.12
575 CALL GRAYSCALE BITCOIN TRUST ETF 126,700.0 $6.7M 0.00% -98K -43.7% $52.76
576 CALL NEXTDECADE CORP 872,000.0 $6.7M 0.00% -289K -24.9% $7.66
577 CALL ANHEUSER BUSCH INBEV SA NV 96,000.0 $6.7M 0.00% -252K -72.4% $69.37
578 CALL GREEN PLAINS INC 402,500.0 $6.6M 0.00% -55K -12.0% $16.45
579 CALL INTUITIVE MACHINES INC 356,700.0 $6.6M 0.00% -236K -39.9% $18.56
580 PUT PEABODY ENGR CORP 200,800.0 $6.6M 0.00% -79K -28.2% $32.95
Page 29 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%