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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 426 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
8501 ACA ARCOSA INC Industrials 13.0 $1K NEW $106.08 +19.8%
8502 PUT NORTH AMERN CONSTR GROUP LTD 100.0 $1K NEW $13.48
8503 VAL VALARIS LTD Energy 84.0 $1K $15.99 +482.9%
8504 PUT TASKUS INC 200.0 $1K NEW $6.71
8505 EFO PROSHARES TR 21.0 $1K NEW $63.57 +14.7%
8506 CALL ALLOT LTD 200.0 $1K -9K -97.9% $6.66
8507 PUT ALLOT LTD 200.0 $1K -200.0 -50.0% $6.66
8508 CALL CANARY LITECOIN ETF 100.0 $1K -100.0 -50.0% $13.19
8509 THE BRAND HOUSE COLLECTIVE I 1,418.0 $1K NEW $0.93
8510 OTTR OTTER TAIL CORP Utilities 15.0 $1K -384.0 -96.2% $87.73 -0.1%
8511 ONEW ONEWATER MARINE INC Consumer Cyclical 139.0 $1K NEW $9.45 +18.5%
8512 MBC MASTERBRAND INC Consumer Cyclical 158.0 $1K -86K -99.8% $8.30 +9.1%
8513 PUT OFFERPAD SOLUTIONS INC 2,000.0 $1K -2K -53.5% $0.66
8514 CALL HACKETT GROUP INC 100.0 $1K NEW $13.01
8515 HODL VANECK BITCOIN ETF 67.0 $1K -211.0 -75.9% $19.15 +11.1%
8516 PUT PUMA BIOTECHNOLOGY INC 200.0 $1K $6.39
8517 ORMP ORAMED PHARMACEUTICALS INC Healthcare 374.0 $1K -771.0 -67.3% $3.40 +21.5%
8518 SCSC SCANSOURCE INC Technology 35.0 $1K -64.0 -64.7% $36.29 +24.5%
8519 SPEM SPDR INDEX SHS FDS 27.0 $1K NEW $46.89 +12.2%
8520 PCRX PACIRA BIOSCIENCES INC Healthcare 56.0 $1K NEW $22.59 +7.2%
Page 426 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%