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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 13 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CALL ANALOG DEVICES INC 143,000.0 $45.5M 0.03% +60K +73.3% $318.14
242 PUT RIO TINTO PLC 484,300.0 $45.2M 0.03% +294K +154.8% $93.29
243 CALL BP PLC 960,500.0 $45.1M 0.03% +592K +160.7% $47.00
244 CALL GILEAD SCIENCES INC 323,900.0 $45.1M 0.03% +102K +45.6% $139.37
245 CALL CORNING INC 328,500.0 $44.7M 0.03% -63K -16.1% $135.97
246 CALL LULULEMON ATHLETICA INC 289,600.0 $44.3M 0.03% -264K -47.7% $153.10
247 CALL ADOBE INC 182,200.0 $44.3M 0.03% -185K -50.4% $243.08
248 CALL TERAWULF INC 3,045,000.0 $43.9M 0.03% -1.4M -31.1% $14.43
249 CALL ROCKET LAB CORP 682,600.0 $43.8M 0.03% -128K -15.8% $64.22
250 PUT JOHNSON & JOHNSON 178,800.0 $43.7M 0.03% -330K -64.9% $244.44
251 CALL TEXAS INSTRS INC 223,800.0 $43.4M 0.03% -102K -31.3% $194.14
252 CALL ISHARES ETHEREUM TR 2,744,000.0 $43.4M 0.03% -2.2M -44.7% $15.83
253 PUT CARNIVAL CORP 1,673,800.0 $43.3M 0.03% -496K -22.9% $25.88
254 PUT PROCTER & GAMBLE CO 296,500.0 $42.8M 0.03% +65K +28.0% $144.44
255 CALL BRISTOL-MYERS SQUIBB CO 705,900.0 $42.8M 0.03% -259K -26.8% $60.65
256 PUT BLACKSTONE INC 367,600.0 $42.3M 0.03% +121K +49.0% $114.99
257 USO UNITED STS OIL FD LP Financial Services 329,788.0 $42.0M 0.03% NEW $127.25 +10.7%
258 PUT AMERICAN AIRLINES GROUP INC 3,889,400.0 $41.8M 0.03% -1.7M -30.1% $10.74
259 GOOG ALPHABET INC Communication Services 145,393.0 $41.7M 0.03% +97K +199.7% $286.86 +32.3%
260 PUT ECHOSTAR CORP 353,400.0 $41.4M 0.03% +57K +19.3% $117.07
Page 13 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%