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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 100 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 CALL BUILDERS FIRSTSOURCE INC 20,500.0 $1.7M 0.00% -12K -36.3% $82.33
1982 CALL FORGENT POWER SOLUTIONS INC 57,600.0 $1.7M 0.00% NEW $29.27
1983 CALL ZILLOW GROUP INC 40,700.0 $1.7M 0.00% -71K -63.5% $41.38
1984 PUT VORNADO RLTY TR 64,800.0 $1.7M 0.00% +50K +337.8% $25.99
1985 CALL MARKETAXESS HLDGS INC 10,200.0 $1.7M 0.00% +9K +537.5% $164.98
1986 PUT CMB.TECH NV 133,000.0 $1.7M 0.00% -190K -58.9% $12.65
1987 PUT EXPAND ENERGY CORPORATION 15,300.0 $1.7M 0.00% -29K -65.8% $109.78
1988 PUT B2GOLD CORP 369,800.0 $1.7M 0.00% -666K -64.3% $4.53
1989 CALL IONIS PHARMACEUTICALS INC 22,300.0 $1.7M 0.00% -34K -60.6% $75.09
1990 CALL EASTMAN CHEM CO 21,900.0 $1.7M 0.00% -102K -82.2% $76.32
1991 ATEX ANTERIX INC Communication Services 43,750.0 $1.7M 0.00% +21K +94.0% $38.19 +177.1%
1992 SE SEA LTD Consumer Cyclical 20,163.0 $1.7M 0.00% -9K -30.2% $82.81 +28.3%
1993 PUT COTERRA ENERGY INC 47,500.0 $1.7M 0.00% -47K -49.5% $35.14
1994 PUT VELOCITY FINL INC 92,200.0 $1.7M 0.00% NEW $18.09
1995 PUT CYTOKINETICS INC 25,300.0 $1.7M 0.00% -18K -42.1% $65.91
1996 PUT CALUMET INC 46,400.0 $1.7M 0.00% -45K -49.0% $35.90
1997 BYD BOYD GAMING CORP Consumer Cyclical 20,266.0 $1.7M 0.00% NEW $82.18 +6.1%
1998 PUT THOMSON REUTERS CORP 18,500.0 $1.7M 0.00% +16K +585.2% $89.98
1999 CALL LINCOLN NATL CORP IND 46,800.0 $1.7M 0.00% -7K -13.7% $35.50
2000 CALL AURORA INNOVATION INC 402,700.0 $1.7M 0.00% -334K -45.3% $4.12
Page 100 of 447  ·  8,927 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%