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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 38 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PUT CLEANSPARK INC 1,059,700.0 $9.0M 0.01% -1.0M -48.6% $8.51
742 PUT KINROSS GOLD CORP 295,300.0 $9.0M 0.01% -69K -19.0% $30.52
743 CALL QUANTA SVCS INC 16,400.0 $9.0M 0.01% +2K +14.7% $549.02
744 PUT THE CIGNA GROUP 33,700.0 $9.0M 0.01% -84K -71.4% $266.75
745 PUT FIVE BELOW INC 39,300.0 $9.0M 0.01% -59K -60.1% $228.48
746 CALL VIKING THERAPEUTICS INC 275,600.0 $9.0M 0.01% -371K -57.4% $32.54
747 PUT COLGATE PALMOLIVE CO 105,100.0 $9.0M 0.01% -58K -35.7% $85.23
748 CALL JOBY AVIATION INC 1,084,100.0 $9.0M 0.01% +193K +21.6% $8.26
749 PUT ROCKWELL AUTOMATION INC 24,700.0 $8.9M 0.01% +21K +533.3% $358.88
750 CALL MOSAIC CO 347,600.0 $8.9M 0.01% +31K +9.7% $25.50
751 ZTS ZOETIS INC Healthcare 74,697.0 $8.8M 0.01% +6K +8.9% $118.21 -33.1%
752 PUT HUT 8 CORP 188,000.0 $8.8M 0.01% -360K -65.7% $46.91
753 CALL CYTOKINETICS INC 133,300.0 $8.8M 0.01% +24K +22.2% $65.91
754 CALL ALAMOS GOLD INC 197,600.0 $8.8M 0.01% -55K -21.8% $44.43
755 PUT ABBOTT LABORATORIES 85,300.0 $8.8M 0.01% -105K -55.2% $102.67
756 CALL ILLINOIS TOOL WKS INC 33,600.0 $8.7M 0.01% +28K +489.5% $260.29
757 PUT AFFIRM HLDGS INC 190,800.0 $8.7M 0.01% -305K -61.5% $45.82
758 PUT GSK PLC 157,600.0 $8.7M 0.01% -106K -40.3% $55.19
759 PUT ISHARES GOLD TR 98,500.0 $8.7M 0.01% -404K -80.4% $88.16
760 CALL UNION PAC CORP 35,700.0 $8.7M 0.01% -96K -72.9% $242.62
Page 38 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%