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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 110 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 PUT VALLEY NATL BANCORP 110,400.0 $1.4M 0.00% -21K -15.9% $12.28
2182 CALL BALL CORP 22,900.0 $1.4M 0.00% -55K -70.5% $59.11
2183 PUT GRUPO SUPERVIELLE S.A. 143,500.0 $1.4M 0.00% -11K -7.0% $9.43
2184 CSX CSX CORP Industrials 32,947.0 $1.4M 0.00% NEW $41.05 +21.5%
2185 CALL VANGUARD MUN BD FDS 27,100.0 $1.4M 0.00% +25K +1255.0% $49.89
2186 CALL ORGANON & CO 225,500.0 $1.4M 0.00% +11K +4.9% $5.99
2187 CALL ENCORE ENERGY CORP 749,600.0 $1.3M 0.00% +333K +80.1% $1.80
2188 CALL GRAIL INC 26,100.0 $1.3M 0.00% -18K -40.5% $51.68
2189 CALL WORKIVA INC 22,600.0 $1.3M 0.00% +22K +10000.0% $59.63
2190 OILK PROSHARES TR 24,906.0 $1.3M 0.00% NEW $54.10 -0.9%
2191 CALL MAXIMUS INC 21,000.0 $1.3M 0.00% $64.10
2192 PUT MAIN STR CAP CORP 25,400.0 $1.3M 0.00% -26K -50.8% $52.96
2193 CALL PONY AI INC 142,200.0 $1.3M 0.00% -111K -43.8% $9.44
2194 IONQ IONQ INC Technology 46,557.0 $1.3M 0.00% +43K +1237.5% $28.83 +23.2%
2195 CALL TRACTOR SUPPLY CO 29,600.0 $1.3M 0.00% -53K -64.0% $45.30
2196 CALL OUSTER INC 72,900.0 $1.3M 0.00% -47K -39.1% $18.37
2197 CALL GXO LOGISTICS INCORPORATED 25,800.0 $1.3M 0.00% -43K -62.4% $51.85
2198 HYG ISHARES TR 16,805.0 $1.3M 0.00% -14K -44.6% $79.56 +0.1%
2199 CALL BANCO SANTANDER SA 118,400.0 $1.3M 0.00% +6K +5.3% $11.28
2200 CALL TRAVEL PLUS LEISURE CO 19,300.0 $1.3M 0.00% -2K -10.2% $69.19
Page 110 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%