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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 285 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5681 PUT PERDOCEO ED CORP 1,600.0 $60K +2K +1500.0% $37.21
5682 CALL MARINEMAX INC 2,200.0 $60K +2K +633.3% $27.06
5683 WTTR SELECT WATER SOLUTIONS INC Utilities 3,890.0 $60K -712.0 -15.5% $15.30 +33.4%
5684 PUT XUNLEI LTD 10,700.0 $59K -19K -63.6% $5.56
5685 ALHC ALIGNMENT HEALTHCARE INC Healthcare 3,372.0 $59K NEW $17.62 +17.9%
5686 EVC ENTRAVISION COMMUNICATIONS C Communication Services 20,002.0 $59K NEW $2.97 +251.9%
5687 CALL LATAM AIRLINES GROUP SA 1,200.0 $59K NEW $49.44
5688 BLOK AMPLIFY ETF TR 1,190.0 $59K -366.0 -23.5% $49.81 +25.6%
5689 CLVT CLARIVATE PLC Technology 23,415.0 $59K +4K +23.6% $2.53 -21.3%
5690 LSTR LANDSTAR SYS INC Industrials 369.0 $59K +183.0 +98.4% $160.31 +31.0%
5691 VHT VANGUARD WORLD FD 217.0 $59K NEW $272.33 +10.1%
5692 CALL PETMED EXPRESS INC 25,900.0 $59K -67K -72.0% $2.28
5693 PUT TELUS CORPORATION 4,600.0 $59K -4K -45.2% $12.83
5694 PUT PROGRESS SOFTWARE CORP 2,300.0 $59K +2K +475.0% $25.65
5695 CALL POWERFLEET INC 19,100.0 $59K +600.0 +3.2% $3.08
5696 ARLP ALLIANCE RESOURCE PARTNERS L Energy 2,127.0 $59K NEW $27.65 -9.9%
5697 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 5,602.0 $59K NEW $10.48 +17.8%
5698 APARTMENT INVT & MGMT CO 14,399.0 $59K NEW $4.07
5699 CALL MOOG INC 200.0 $59K NEW $292.64
5700 PUT MOOG INC 200.0 $59K NEW $292.64
Page 285 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%