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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 136 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 CHRD CHORD ENERGY CORPORATION Energy 5,762.0 $819K 0.00% NEW $142.18 -3.6%
2702 LINE LINEAGE INC Real Estate 24,976.0 $818K 0.00% +15K +144.1% $32.76 +31.7%
2703 CALL VIPER ENERGY INC 17,400.0 $818K 0.00% +13K +314.3% $46.99
2704 PUT MONDAY COM LTD 11,800.0 $815K 0.00% -17K -58.9% $69.11
2705 ORLA ORLA MNG LTD NEW Basic Materials 50,543.0 $815K 0.00% NEW $16.13 -41.7%
2706 SKM SK TELECOM CO LTD Communication Services 27,823.0 $815K 0.00% +27K +2371.0% $29.29 +15.4%
2707 CALL BUTTERFLY NETWORK INC 201,400.0 $814K 0.00% +15K +7.8% $4.04
2708 PUT UP FINTECH HLDG LTD 129,100.0 $813K 0.00% -592K -82.1% $6.30
2709 CALL OVINTIV INC 13,700.0 $813K 0.00% -18K -56.2% $59.36
2710 CALL TRANSDIGM GROUP INC 700.0 $811K 0.00% -100.0 -12.5% $1158.96
2711 JBLU JETBLUE AIRWAYS CORP Industrials 183,412.0 $811K 0.00% -298K -61.9% $4.42 +16.5%
2712 CALL COCA-COLA FEMSA SAB DE CV 8,300.0 $810K 0.00% -1K -14.4% $97.55
2713 CALL FLEX LNG LTD 27,200.0 $808K 0.00% +21K +325.0% $29.71
2714 CRBG COREBRIDGE FINL INC Financial Services 33,790.0 $806K 0.00% NEW $23.86 +32.3%
2715 PUT WINGSTOP INC 5,200.0 $806K 0.00% -12K -69.4% $154.97
2716 PUT HUBSPOT INC 3,300.0 $806K 0.00% +1K +73.7% $244.10
2717 CALL UNIVERSAL HLTH SVCS INC 4,500.0 $805K 0.00% -15K -77.0% $178.97
2718 SDS PROSHARES TR 10,699.0 $805K 0.00% +8K +360.0% $75.25 -24.4%
2719 UGA UNITED STS GASOLINE FD LP Financial Services 7,789.0 $805K 0.00% +8K +7767.7% $103.34 +18.5%
2720 PUT EVERSOURCE ENERGY 11,600.0 $804K 0.00% -9K -44.0% $69.28
Page 136 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%