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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 145 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 PUT TARGA RES CORP 2,800.0 $702K -100.0 -3.5% $250.73
2882 COP CONOCOPHILLIPS Energy 5,315.0 $702K NEW $132.00 -10.0%
2883 CALL BLACK STONE MINERALS L P 46,400.0 $702K +39K +518.7% $15.12
2884 CALL FEDERAL RLTY INVT TR NEW 6,600.0 $701K +6K +1220.0% $106.21
2885 WFRD WEATHERFORD INTL PLC Energy 7,405.0 $700K +7K +2130.4% $94.58 -7.9%
2886 PUT ORLA MNG LTD NEW 43,300.0 $698K -6K -13.1% $16.13
2887 PUT EDWARDS LIFESCIENCES CORP 8,700.0 $697K -51K -85.5% $80.08
2888 PUT AMERICAN COASTAL INS CORP 61,900.0 $696K NEW $11.25
2889 AXS AXIS CAP HLDGS LTD Financial Services 6,862.0 $696K NEW $101.41 +12.1%
2890 PUT CSG SYS INTL INC 8,700.0 $695K +7K +383.3% $79.94
2891 TPC TUTOR PERINI CORP Industrials 9,005.0 $695K +3K +44.2% $77.19 +12.7%
2892 MGA MAGNA INTL INC Consumer Cyclical 12,454.0 $695K NEW $55.81 +21.1%
2893 PUT SUTRO BIOPHARMA INC 27,900.0 $695K +27K +3885.7% $24.91
2894 PUT KINGSOFT CLOUD HLDGS LTD 52,000.0 $695K +39K +312.7% $13.36
2895 CALL GROUP 1 AUTOMOTIVE INC 2,100.0 $694K +1K +200.0% $330.63
2896 CALL TURNING PT BRANDS INC 8,000.0 $694K +900.0 +12.7% $86.79
2897 CALL EMERGENT BIOSOLUTIONS INC 83,600.0 $694K -25K -22.9% $8.30
2898 PUT REPLIMUNE GROUP INC 90,700.0 $694K -5K -4.9% $7.65
2899 PTCT PTC THERAPEUTICS INC Healthcare 10,180.0 $694K +10K +1781.7% $68.13 +15.1%
2900 CALL EVE HLDG INC 279,300.0 $693K +188K +206.6% $2.48
Page 145 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%