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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 23 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PUT BHP BILLITON LIMITED 262,600.0 $19.1M 0.01% +112K +74.2% $72.74
442 CALL DATADOG INC 161,800.0 $19.1M 0.01% -285K -63.8% $118.05
443 PUT PETROLEO BRASILEIRO S A 925,900.0 $19.1M 0.01% NEW $20.62
444 CALL VOLATILITY SHS TR 1,264,000.0 $19.0M 0.01% +32K +2.6% $15.05
445 DOW DOW HLDGS INC Basic Materials 459,257.0 $19.0M 0.01% +162K +54.5% $41.39 -16.0%
446 PUT MONGODB INC 77,200.0 $18.9M 0.01% -80K -50.7% $244.77
447 PUT DEVON ENERGY CORP NEW 375,200.0 $18.9M 0.01% -101K -21.3% $50.32
448 PEP PEPSICO INC Consumer Defensive 121,557.0 $18.9M 0.01% NEW $155.29 -4.3%
449 CALL TORONTO DOMINION BK ONT 200,600.0 $18.7M 0.01% -78K -28.1% $93.31
450 CALL ROYAL CARIBBEAN GROUP 67,500.0 $18.6M 0.01% -28K -29.1% $275.18
451 PUT BP PLC 394,700.0 $18.6M 0.01% -36K -8.2% $47.00
452 PUT EQT CORP 290,400.0 $18.5M 0.01% -206K -41.5% $63.64
453 PUT BLOCK INC 306,900.0 $18.5M 0.01% -204K -39.9% $60.18
454 XLB SELECT SECTOR SPDR TR 369,219.0 $18.4M 0.01% +259K +233.7% $49.97 +2.4%
455 PUT TEXAS INSTRS INC 94,700.0 $18.4M 0.01% -234K -71.2% $194.14
456 CALL CELESTICA INC 65,100.0 $18.3M 0.01% -56K -46.4% $281.68
457 PUT CIPHER DIGITAL INC 1,414,300.0 $18.2M 0.01% +156K +12.3% $12.87
458 PUT DEERE & CO 32,300.0 $18.2M 0.01% -13K -29.0% $563.30
459 CALL PHILIP MORRIS INTL INC 109,600.0 $18.1M 0.01% -38K -25.8% $165.34
460 PUT STRIVE INC 1,806,300.0 $18.1M 0.01% NEW $10.03
Page 23 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%