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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 143 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 CALL CAMDEN PPTY TR 7,400.0 $723K -19K -71.9% $97.66
2842 PUT NUTANIX INC 19,000.0 $722K -19K -50.1% $38.01
2843 CALL GOODYEAR TIRE & RUBR CO 108,700.0 $721K -180K -62.3% $6.63
2844 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,199.0 $721K +5K +201.3% $100.09 +2.4%
2845 TGB TASEKO MINES LTD Basic Materials 111,578.0 $720K -86K -43.5% $6.45 +17.5%
2846 PUT TYLER TECHNOLOGIES INC 2,100.0 $719K +2K +2000.0% $342.38
2847 PUT THERAVANCE BIOPHARMA INC 44,300.0 $719K NEW $16.23
2848 PUT VICI PPTYS INC 26,300.0 $719K -21K -44.4% $27.32
2849 CALL LANDBRIDGE COMPANY LLC 10,400.0 $718K +7K +246.7% $69.05
2850 CALL BOOZ ALLEN HAMILTON HLDG COR 9,200.0 $718K NEW $78.03
2851 CALL TYSON FOODS INC 11,200.0 $718K -126K -91.8% $64.07
2852 PUT DOMINOS PIZZA INC 2,000.0 $718K -1K -33.3% $358.79
2853 CALL KOPIN CORP 318,700.0 $717K -122K -27.8% $2.25
2854 PUT AMRIZE LTD 12,800.0 $717K -28K -68.3% $56.02
2855 AMPY AMPLIFY ENERGY CORP NEW Energy 114,802.0 $716K NEW $6.24 -34.3%
2856 PUT CANNAE HLDGS INC 63,000.0 $716K NEW $11.37
2857 PUT SKEENA RES LTD NEW 24,100.0 $716K +9K +56.5% $29.72
2858 SFM SPROUTS FMRS MKT INC Consumer Defensive 9,271.0 $715K NEW $77.13 -4.1%
2859 CALL WESTLAKE CORPORATION 6,100.0 $713K +3K +96.8% $116.82
2860 CALL UNITED BANKSHARES INC WEST V 17,200.0 $712K NEW $41.42
Page 143 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%