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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 47 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PUT GENERAC HLDGS INC 13,100.0 $2.6M 0.00% -29K -69.0% $195.33
922 CALL VICI PPTYS INC 93,400.0 $2.6M 0.00% -80K -46.3% $27.32
923 CALL TECK RESOURCES LTD 49,300.0 $2.6M 0.00% -113K -69.6% $51.75
924 CALL CLEAR SECURE INC 52,600.0 $2.5M 0.00% -30K -36.1% $48.41
925 PUT ROYAL GOLD INC 10,000.0 $2.5M 0.00% -4K -30.6% $254.49
926 PUT GENERAL DYNAMICS CORP 7,400.0 $2.5M 0.00% -21K -73.7% $343.22
927 PUT VIASAT INC 55,400.0 $2.5M 0.00% -115K -67.5% $45.80
928 CALL SEMPRA 26,100.0 $2.5M 0.00% -11K -28.9% $97.17
929 MPT MEDICAL PROPERTIES TRUST INC Financial Services 547,206.0 $2.5M 0.00% -23K -4.1% $4.63 +11.1%
930 CALL AMETEK INC 11,800.0 $2.5M 0.00% -8K -38.9% $214.36
931 CALL SERVE ROBOTICS INC 299,600.0 $2.5M 0.00% -153K -33.9% $8.44
932 CALL BITWISE ETHEREUM ETF 168,100.0 $2.5M 0.00% -42K -20.0% $15.00
933 PUT TELADOC HEALTH INC 462,000.0 $2.5M 0.00% -130K -21.9% $5.45
934 PUT MONOLITHIC PWR SYS INC 2,300.0 $2.5M 0.00% -3K -58.9% $1093.35
935 PUT CENCORA INC 8,000.0 $2.5M 0.00% -15K -64.9% $314.14
936 CALL ONTO INNOVATION INC 12,200.0 $2.5M 0.00% -2K -16.4% $205.07
937 PUT NEXTPOWER INC 20,700.0 $2.5M 0.00% -58K -73.8% $120.55
938 PUT RAMACO RES INC 161,200.0 $2.5M 0.00% -17K -9.3% $15.46
939 COHR COHERENT CORP Technology 10,444.0 $2.5M 0.00% -34K -76.4% $238.21 +58.6%
940 CALL HERBALIFE LTD 168,700.0 $2.5M 0.00% -13K -7.2% $14.72
Page 47 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%