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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 359 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
7161 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 199.0 $12K -5K -96.2% $62.42 +5.3%
7162 CALL SUNCOKE ENERGY INC 1,900.0 $12K -3K -58.7% $6.51
7163 SUI GROUP HOLDINGS LIMITED 10,200.0 $12K -14K -57.3% $1.21
7164 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 107.0 $12K NEW $114.73 -8.2%
7165 CALL ADICET BIO INC 1,800.0 $12K +100.0 +5.9% $6.81
7166 GOLY STRATEGY SHS 416.0 $12K NEW $29.45 -16.5%
7167 PUT COLUMBIA ETF TR II 300.0 $12K NEW $40.81
7168 CALL BIOAGE LABS INC 700.0 $12K +200.0 +40.0% $17.49
7169 WDTE TIDAL TRUST II 430.0 $12K -3K -87.4% $28.44 +3.1%
7170 CALL USANA HEALTH SCIENCES INC 700.0 $12K -4K -85.1% $17.47
7171 CALL PLIANT THERAPEUTICS INC 9,700.0 $12K -20K -67.3% $1.26
7172 SUI SUN CMNTYS INC Real Estate 97.0 $12K -1K -93.2% $125.96 -3.6%
7173 CALL FARADAY FUTURE INTLGT ELEC I 44,400.0 $12K NEW $0.28
7174 CALL IDENTIV INC 3,300.0 $12K +3K +3200.0% $3.70
7175 PUT GEOSPACE TECHNOLOGIES CORP 1,000.0 $12K +500.0 +100.0% $12.20
7176 CALL CIA ENERGETICA DE MINAS GERA 5,100.0 $12K NEW $2.39
7177 PUT MAXLINEAR INC 700.0 $12K -16K -95.9% $17.39
7178 PUT SCOTTS MIRACLE-GRO CO 200.0 $12K -3K -93.3% $60.81
7179 HIW HIGHWOODS PPTYS INC Real Estate 568.0 $12K -8K -93.0% $21.41 +55.6%
7180 TRFK PACER FDS TR 195.0 $12K -102.0 -34.3% $62.24 +45.0%
Page 359 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%