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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 164 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 PUT KLAVIYO INC 25,800.0 $502K +10K +58.3% $19.46
3262 FROG JFROG LTD Technology 10,698.0 $502K NEW $46.93 +69.8%
3263 PUT COOPER-STANDARD HOLDINGS INC 18,000.0 $502K -11K -37.3% $27.87
3264 UWMC UWM HOLDINGS CORPORATION Financial Services 138,546.0 $502K NEW $3.62 -49.2%
3265 CALL CROWN HLDGS INC 5,000.0 $501K -8K -61.8% $100.25
3266 TOL TOLL BROTHERS INC Consumer Cyclical 3,671.0 $501K NEW $136.47 +9.2%
3267 ICICI BANK LIMITED 19,325.0 $501K +14K +243.6% $25.90
3268 CALL ASSERTIO HOLDINGS INC 26,200.0 $499K +3K +12.4% $19.06
3269 PUT GOLDMAN SACHS ETF TR 10,000.0 $498K -13K -56.0% $49.76
3270 TEM TEMPUS AI INC Healthcare 10,990.0 $497K NEW $45.22 +3.8%
3271 CALL MELCO RESORTS AND ENTMNT LTD 87,400.0 $496K NEW $5.68
3272 CORBUS PHARMACEUTICALS HLDGS 52,836.0 $496K NEW $9.39
3273 PUT PATTERSON-UTI ENERGY INC 45,800.0 $496K -134K -74.5% $10.83
3274 PUT GRAYSCALE BITCOIN TRUST ETF 9,400.0 $496K -57K -85.8% $52.76
3275 CALL LIONSGATE STUDIOS CORP 51,700.0 $496K +7K +14.6% $9.59
3276 ATLX ATLAS LITHIUM CORP Basic Materials 113,766.0 $495K +66K +140.0% $4.35 -31.5%
3277 ADMA ADMA BIOLOGICS INC Healthcare 54,917.0 $495K NEW $9.01 -7.0%
3278 VTR VENTAS INC Real Estate 6,049.0 $495K +4K +219.2% $81.78 +18.8%
3279 CALL GENWORTH FINL INC 60,900.0 $495K +29K +92.7% $8.12
3280 PUT HUNTINGTON INGALLS INDS INC 1,300.0 $494K -3K -68.3% $379.90
Page 164 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%