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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 40 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CALL REALTY INCOME CORP 61,500.0 $3.8M 0.00% -58K -48.6% $61.18
782 CALL HUBSPOT INC 15,400.0 $3.8M 0.00% -4K -20.6% $244.10
783 CALL VANECK ETF TRUST 22,500.0 $3.8M 0.00% -10K -30.6% $166.76
784 PUT BIGBEAR AI HLDGS INC 1,063,000.0 $3.7M 0.00% -731K -40.7% $3.52
785 CALL GAP INC 154,300.0 $3.7M 0.00% -704K -82.0% $24.20
786 PUT KB HOME 71,800.0 $3.7M 0.00% -6K -7.3% $51.75
787 CALL PEABODY ENGR CORP 112,500.0 $3.7M 0.00% -288K -71.9% $32.95
788 CALL MURPHY USA INC 7,500.0 $3.7M 0.00% -500.0 -6.2% $493.97
789 CALL SEABRIDGE GOLD INC 130,500.0 $3.7M 0.00% -189K -59.1% $28.34
790 PUT OPENDOOR TECHNOLOGIES INC 1,063,800.0 $3.7M 0.00% -2.6M -70.9% $3.47
791 PUT LAMB WESTON HLDGS INC 87,300.0 $3.7M 0.00% -15K -14.9% $42.26
792 PUT PNC FINL SVCS GROUP INC 17,600.0 $3.7M 0.00% -22K -55.0% $208.09
793 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 69,028.0 $3.6M 0.00% -23K -24.8% $52.75 +10.4%
794 PUT CRISPR THERAPEUTICS AG 76,300.0 $3.6M 0.00% -65K -46.0% $47.57
795 PUT HUMANA INC 20,900.0 $3.6M 0.00% -39K -64.9% $173.39
796 CALL URANIUM ENERGY CORP 268,400.0 $3.6M 0.00% -321K -54.5% $13.50
797 PUT CLEVELAND-CLIFFS INC NEW 427,700.0 $3.6M 0.00% -851K -66.5% $8.45
798 CALL GILDAN ACTIVEWEAR INC 64,900.0 $3.6M 0.00% -78K -54.5% $55.65
799 CALL SEALED AIR CORP NEW 85,100.0 $3.6M 0.00% -8K -8.4% $42.05
800 CALL HSBC HLDGS PLC 43,300.0 $3.6M 0.00% -139K -76.3% $82.49
Page 40 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%