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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 282 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5621 PUT RALLIANT CORP 1,500.0 $62K +1K +275.0% $41.59
5622 CALL FORTUNE BRANDS INNOVATIONS I 1,600.0 $62K NEW $38.97
5623 BCH BANCO DE CHILE Financial Services 1,683.0 $62K -33K -95.1% $37.04 +11.9%
5624 PUT PERRIGO CO PLC 5,800.0 $62K -27K -82.5% $10.74
5625 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 17,724.0 $62K NEW $3.51 +10.5%
5626 CALL FORTREA HLDGS INC 6,600.0 $62K +6K +725.0% $9.42
5627 VPL VANGUARD INTL EQUITY INDEX F 636.0 $62K NEW $97.73 +13.1%
5628 IHF ISHARES TR 1,484.0 $62K -1K -45.3% $41.85 +35.0%
5629 PUT METALLUS INC 3,800.0 $62K NEW $16.34
5630 CALL PHREESIA INC 7,400.0 $62K +4K +105.6% $8.38
5631 CALL STANDARDAERO INC 2,400.0 $62K -37K -93.9% $25.83
5632 PHR PHREESIA INC Healthcare 7,389.0 $62K -4K -35.5% $8.38 +19.5%
5633 PUT BANCO MACRO S A 800.0 $62K -31K -97.5% $77.37
5634 PUT CLEARWATER PAPER CORP 4,300.0 $62K -1K -20.4% $14.38
5635 PUT STATE STR SPDR S&P MIDCAP 40 100.0 $62K -1K -92.9% $616.76
5636 CALL TWO HARBORS INVENTMENT CORPO 5,400.0 $62K -10K -65.2% $11.42
5637 JNK SPDR SERIES TRUST 644.0 $62K NEW $95.72 +0.0%
5638 PUT Q2 HLDGS INC 1,300.0 $61K +900.0 +225.0% $47.30
5639 XXRP LISTED FDS TR 16,011.0 $61K +15K +995.9% $3.84 +523.4%
5640 DJP BARCLAYS BANK PLC Financial Services 1,277.0 $61K +1K +718.6% $48.14 +0.7%
Page 282 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%