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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 423 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
8441 PUT CORE LABORATORIES INC 100.0 $2K $16.79
8442 PUT MASTERBRAND INC 200.0 $2K $8.31
8443 PUT EMERGENT BIOSOLUTIONS INC 200.0 $2K -3K -94.3% $8.30
8444 PUT SUN CTRY AIRLS HLDGS INC 100.0 $2K $16.52
8445 PUT ENERGY VAULT HOLDINGS INC 500.0 $2K -147K -99.7% $3.30
8446 CALL BITGO HOLDINGS INC 200.0 $2K NEW $8.23
8447 PUT FOX FACTORY HLDG CORP 100.0 $2K NEW $16.46
8448 PUT QUIDELORTHO CORP 100.0 $2K -1K -91.7% $16.43
8449 BLMN BLOOMIN BRANDS INC Consumer Cyclical 304.0 $2K -10K -96.9% $5.40 +54.5%
8450 CALL IRSA INVERSIONES Y REP S A 100.0 $2K NEW $16.21
8451 NVX NOVONIX LIMITED Industrials 2,340.0 $2K -32K -93.1% $0.69 +4.5%
8452 CALL MEDIWOUND LTD 100.0 $2K -18K -99.4% $16.11
8453 CSR CENTERSPACE Real Estate 28.0 $2K NEW $57.43 +18.6%
8454 DCBO DOCEBO INC Technology 92.0 $2K NEW $17.47 -2.3%
8455 PUT MONRO INC 100.0 $2K NEW $16.04
8456 PUT VERASTEM INC 300.0 $2K -4K -92.1% $5.30
8457 PUT CIBUS INC 800.0 $2K NEW $1.98
8458 CALL BUZZFEED INC 2,600.0 $2K -5K -67.5% $0.61
8459 PUT BUZZFEED INC 2,600.0 $2K -100.0 -3.7% $0.61
8460 OKTG THEMES ETF TR 138.0 $2K NEW $11.46 +24.0%
Page 423 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%