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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 166 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3301 MTN VAIL RESORTS INC Consumer Cyclical 3,775.0 $484K NEW $128.32 +12.9%
3302 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,535.0 $484K -10K -63.5% $87.40 -3.1%
3303 CRH PLC 4,601.0 $484K NEW $105.12
3304 CINF CINCINNATI FINL CORP Financial Services 3,072.0 $483K -2K -36.0% $157.35 +13.9%
3305 PUT HELEN OF TROY LTD 33,500.0 $483K +16K +89.3% $14.42
3306 PUT MURPHY OIL CORP 11,700.0 $483K -24K -66.9% $41.25
3307 CALL ELICIO THERAPEUTICS INC 45,100.0 $482K +44K +3121.4% $10.69
3308 PHM PULTE GROUP INC Consumer Cyclical 4,096.0 $482K -2K -35.4% $117.61 +7.8%
3309 SBRA SABRA HEALTH CARE REIT INC Real Estate 25,043.0 $482K -5K -16.4% $19.23 +14.3%
3310 CALL LPL FINL HLDGS INC 1,600.0 $481K -6K -77.5% $300.83
3311 PUT ETON PHARMACEUTICALS INC 19,500.0 $481K +19K +9650.0% $24.68
3312 SBIT PROSHARES TR 8,445.0 $481K -45K -84.3% $56.97 -5.3%
3313 CALL ADEIA INC 20,000.0 $481K +18K +1233.3% $24.03
3314 PUT ASCENDIS PHARMA A/S 2,100.0 $480K +1K +133.3% $228.73
3315 CALL IQIYI INC 355,700.0 $480K -108K -23.3% $1.35
3316 LRN STRIDE INC Consumer Defensive 5,435.0 $479K -1K -18.0% $88.17 -4.5%
3317 SNEX STONEX GROUP INC Financial Services 5,929.0 $478K +4K +262.2% $80.65 -8.2%
3318 CALL INMODE LTD 34,900.0 $477K -35K -49.9% $13.68
3319 PUT GRAYSCALE BITCOIN MINI TR ET 15,900.0 $477K NEW $29.99
3320 CALL MAIN STR CAP CORP 9,000.0 $477K +6K +181.2% $52.96
Page 166 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%