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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 348 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
6941 CALL RED ROCK RESORTS INC 300.0 $16K -18K -98.3% $53.36
6942 VNQI VANGUARD INTL EQUITY INDEX F 360.0 $16K NEW $44.45 +2.7%
6943 XTN SPDR SERIES TRUST 172.0 $16K +119.0 +224.5% $93.00 +24.9%
6944 AARD AARDVARK THERAPEUTICS INC Healthcare 4,243.0 $16K NEW $3.77 +52.8%
6945 VSH VISHAY INTERTECHNOLOGY INC Technology 887.0 $16K +26.0 +3.0% $18.00 +119.2%
6946 CALL MAGNACHIP SEMICONDUCTOR CORP 5,700.0 $16K NEW $2.80
6947 UFI UNIFI INC Consumer Cyclical 4,468.0 $16K -528.0 -10.6% $3.57 +75.9%
6948 TXO PARTNERS 1,267.0 $16K +996.0 +367.5% $12.58
6949 PUT GETTY RLTY CORP NEW 500.0 $16K +200.0 +66.7% $31.80
6950 PUT TIM S A 600.0 $16K NEW $26.49
6951 PUT SAILPOINT INC 1,200.0 $16K -1K -50.0% $13.24
6952 PUT COHERUS ONCOLOGY INC 9,400.0 $16K +2K +36.2% $1.69
6953 IGF ISHARES TR 237.0 $16K NEW $67.00 -0.7%
6954 CALL GATES INDL CORP PLC 700.0 $16K -10K -93.7% $22.61
6955 SEZL SEZZLE INC Financial Services 250.0 $16K NEW $63.29 +183.1%
6956 EFG ISHARES TR 142.0 $16K NEW $111.37 +8.6%
6957 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 6,299.0 $16K -35K -84.7% $2.51 +50.2%
6958 FLOTEK INDUSTRIES INC 924.0 $16K -815.0 -46.9% $16.97
6959 APEI AMERICAN PUB ED INC Consumer Defensive 275.0 $16K NEW $56.88 -11.9%
6960 CARS CARS COM INC Consumer Cyclical 1,926.0 $16K -4K -65.7% $8.12 +45.4%
Page 348 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%