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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 213 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4241 ODDITY TECH LTD 15,674.0 $210K NEW $13.38
4242 ORI OLD REP INTL CORP Financial Services 5,247.0 $209K NEW $39.90 +6.0%
4243 PUT AEVA TECHNOLOGIES INC 15,900.0 $209K -56K -78.0% $13.16
4244 CALL PETCO HEALTH & WELLNESS CO I 75,200.0 $209K NEW $2.78
4245 RB GLOBAL INC 2,180.0 $209K -635.0 -22.6% $95.85
4246 PUT ARHAUS INC 30,800.0 $209K +28K +893.5% $6.78
4247 MSOS ADVISORSHARES TR 58,787.0 $209K -537K -90.1% $3.55 +20.0%
4248 CALL YETI HLDGS INC 5,700.0 $209K -57K -90.9% $36.59
4249 PUT VIZSLA SILVER CORP 63,200.0 $209K -362K -85.1% $3.30
4250 PUT EAGLE MATLS INC 1,100.0 $208K +900.0 +450.0% $189.45
4251 PONY AI INC 22,049.0 $208K -64K -74.4% $9.44
4252 PUT LARIMAR THERAPEUTICS INC 46,200.0 $208K +45K +2787.5% $4.50
4253 CODI COMPASS DIVERSIFIED Industrials 26,375.0 $207K NEW $7.86 +27.6%
4254 PUT SHOALS TECHNOLOGIES GROUP IN 31,500.0 $207K NEW $6.58
4255 PUT SITIME CORP 600.0 $207K +400.0 +200.0% $345.35
4256 PUT POWER SOLUTIONS INTL INC 3,400.0 $207K -5K -58.0% $60.88
4257 TIDAL TRUST II 7,858.0 $207K +7K +799.1% $26.34
4258 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,273.0 $207K NEW $162.48 -8.3%
4259 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 5,739.0 $207K NEW $36.04 -14.2%
4260 CALL ONESTREAM INC 8,600.0 $206K -25K -74.7% $24.00
Page 213 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%