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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 4 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PUT ASML HLDG NV 180,200.0 $238.0M 0.16% -84K -31.9% $1320.83
62 CALL GOLDMAN SACHS GROUP INC 271,000.0 $229.3M 0.15% +66K +32.3% $845.99
63 PUT EXXON MOBIL CORP 1,305,700.0 $221.5M 0.15% +58K +4.6% $169.66
64 PUT JPMORGAN CHASE & CO 752,200.0 $221.3M 0.15% +19K +2.5% $294.16
65 PUT GOLDMAN SACHS GROUP INC 237,600.0 $201.0M 0.14% -60K -20.1% $845.99
66 CALL COREWEAVE INC 2,535,100.0 $196.4M 0.13% +682K +36.8% $77.47
67 PUT CITIGROUP INC 1,701,500.0 $193.0M 0.13% -541K -24.1% $113.41
68 CALL SPDR SERIES TRUST 1,865,500.0 $183.3M 0.12% -814K -30.4% $98.27
69 PUT INTEL CORP 4,134,300.0 $182.4M 0.12% -1.5M -26.1% $44.13
70 PUT SANDISK CORP 286,200.0 $181.8M 0.12% +54K +23.5% $635.34
71 CALL CITIGROUP INC 1,599,300.0 $181.4M 0.12% -1.1M -40.0% $113.41
72 CALL BERKSHIRE HATHAWAY INC DEL 377,000.0 $180.7M 0.12% -264K -41.2% $479.20
73 CALL STRATEGY INC 1,435,600.0 $176.4M 0.12% -1.4M -49.4% $122.86
74 PUT COREWEAVE INC 2,262,000.0 $175.2M 0.12% +832K +58.2% $77.47
75 PUT COINBASE GLOBAL INC 996,500.0 $174.0M 0.12% +133K +15.4% $174.61
76 CALL SANDISK CORP 262,500.0 $166.8M 0.11% +178K +210.3% $635.34
77 CALL WALMART INC 1,325,600.0 $164.7M 0.11% -142K -9.7% $124.28
78 CALL CARVANA CO 512,200.0 $161.0M 0.11% +112K +27.9% $314.38
79 AMZN AMAZON COM INC Consumer Cyclical 764,884.0 $159.3M 0.11% NEW $208.27 +27.9%
80 PUT STATE STR SPDR DOW JONES IND 339,500.0 $157.3M 0.10% -612K -64.3% $463.19
Page 4 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%