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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 214 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4261 AIR AAR CORP Industrials 1,885.0 $206K +635.0 +50.8% $109.46 +17.9%
4262 CALL GREEN BRICK PARTNERS INC 3,200.0 $206K -3K -47.5% $64.45
4263 CALL LEXICON PHARMACEUTICALS INC 132,200.0 $206K +47K +55.7% $1.56
4264 CALL APPLE HOSPITALITY REIT INC 17,900.0 $206K +4K +26.9% $11.51
4265 CALL CROSSAMERICA PARTNERS LP 9,900.0 $206K +700.0 +7.6% $20.78
4266 PUT SONOCO PRODS CO 3,800.0 $206K -2K -30.9% $54.09
4267 CALL IMPINJ INC 2,000.0 $205K +2K +300.0% $102.70
4268 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,529.0 $205K NEW $45.30 -31.5%
4269 CHAT TIDAL TRUST II 3,312.0 $205K -74K -95.7% $61.85 +34.0%
4270 CALL EVERGY INC 2,500.0 $205K -7K -73.1% $81.92
4271 THRY THRYV HLDGS INC Communication Services 74,645.0 $205K -2K -2.4% $2.74 +39.4%
4272 PUT COPA HOLDINGS SA 1,800.0 $204K -19K -91.5% $113.61
4273 PUT CURTISS WRIGHT CORP 300.0 $204K -300.0 -50.0% $681.12
4274 PCTY PAYLOCITY HLDG CORP Technology 1,891.0 $204K +2K +508.0% $108.04 +15.9%
4275 HUBG HUB GROUP INC Industrials 5,667.0 $204K +5K +761.2% $36.04 +36.7%
4276 PUT FASTENAL CO 4,400.0 $204K -109K -96.1% $46.40
4277 CALL MNTN INC 23,200.0 $204K -2K -6.5% $8.80
4278 OAKTREE SPECIALTY LENDING 17,961.0 $203K NEW $11.30
4279 CALL STRIDE INC 2,300.0 $203K -26K -91.9% $88.17
4280 NMRK NEWMARK GROUP INC Real Estate 13,521.0 $203K +13K +1352.3% $14.99 +2.7%
Page 214 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%