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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 93 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 CALL BOYD GAMING CORP 3,500.0 $288K -9K -71.8% $82.18
1842 PUT AMERICAN BITCOIN CORP. 311,200.0 $288K -80K -20.5% $0.92
1843 XEL XCEL ENERGY INC Utilities 3,595.0 $286K -6K -63.4% $79.44 -0.8%
1844 VIZSLA SILVER CORP 86,509.0 $285K -3K -2.9% $3.30
1845 CALL COLUMBIA BKG SYS INC 10,400.0 $285K -1K -10.3% $27.43
1846 CALL BERKLEY W R CORP 4,300.0 $285K -25K -85.2% $66.28
1847 SITM SITIME CORP Technology 821.0 $284K -279.0 -25.4% $345.35 +60.7%
1848 CALL GOLD ROYALTY CORP 79,100.0 $283K -13K -14.1% $3.58
1849 CALL ADT INC DEL 43,100.0 $283K -14K -24.1% $6.57
1850 PUT GLOBAL X FDS 5,500.0 $283K -6K -51.3% $51.44
1851 PUT AMICUS THERAPEUTIC 19,500.0 $282K -2K -8.4% $14.46
1852 TWO HARBORS INVENTMENT CORPO 24,466.0 $279K -33K -57.1% $11.42
1853 CALL PHOTRONICS INC 6,900.0 $279K -140K -95.3% $40.41
1854 LFMD LIFEMD INC Healthcare 77,215.0 $279K -3K -4.2% $3.61 +15.0%
1855 GROY GOLD ROYALTY CORP Basic Materials 77,386.0 $277K -82K -51.6% $3.58 -28.8%
1856 ENVA ENOVA INTL INC Financial Services 2,018.0 $274K -10K -83.8% $135.83 +71.2%
1857 PUT APELLIS PHARMACEUTICALS INC 6,800.0 $274K -38K -84.7% $40.23
1858 CALL SYNDAX PHARMACEUTICALS INC 11,700.0 $273K -45K -79.5% $23.36
1859 ASPI ASP ISOTOPES INC Basic Materials 61,648.0 $272K -32K -34.2% $4.42 -12.3%
1860 PUT FRESHPET INC 4,600.0 $271K -6K -57.8% $58.96
Page 93 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%