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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 49 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 PUT WENDYS CO 908,300.0 $6.3M 0.00% +796K +708.8% $6.95
962 CALL AUTODESK INC 26,300.0 $6.3M 0.00% -1K -4.4% $239.40
963 PUT CARRIER GLOBAL CORPORATION 111,200.0 $6.3M 0.00% -166K -59.8% $56.31
964 CALL SENTINELONE INC 485,200.0 $6.2M 0.00% -820K -62.8% $12.88
965 TMF DIREXION SHARES ETF TRUST 173,012.0 $6.2M 0.00% +50K +40.1% $36.06 -8.4%
966 PUT DUKE ENERGY CORP NEW 47,600.0 $6.2M 0.00% -44K -48.0% $130.94
967 CALL TIDAL TRUST II 312,300.0 $6.2M 0.00% +280K +882.1% $19.94
968 ETHA ISHARES ETHEREUM TR Financial Services 392,685.0 $6.2M 0.00% +243K +161.7% $15.83 -10.7%
969 CALL HCA HEALTHCARE INC 13,100.0 $6.2M 0.00% -6K -31.8% $473.24
970 CALL ETF SER SOLUTIONS 226,900.0 $6.2M 0.00% +202K +804.0% $27.23
971 PUT WYNN RESORTS LTD 60,800.0 $6.2M 0.00% -125K -67.3% $101.55
972 PUT MEDICAL PROPERTIES TRUST INC 1,331,600.0 $6.2M 0.00% -696K -34.3% $4.63
973 CALL FIRSTENERGY CORP 121,600.0 $6.2M 0.00% -43K -26.3% $50.66
974 CALL AMERICAN INTL GROUP INC 81,600.0 $6.1M 0.00% -74K -47.7% $75.25
975 CALL BARCLAYS PLC 289,200.0 $6.1M 0.00% -35K -10.7% $21.16
976 PUT AMPRIUS TECHNOLOGIES INC 362,100.0 $6.1M 0.00% +300K +479.4% $16.86
977 CALL JETBLUE AIRWAYS CORP 1,377,700.0 $6.1M 0.00% +503K +57.5% $4.42
978 PUT SHARPLINK INC 943,800.0 $6.1M 0.00% -148K -13.6% $6.45
979 CCJ CAMECO CORP Energy 55,851.0 $6.1M 0.00% +8K +16.1% $108.61 -19.6%
980 PUT EXPEDIA GROUP INC 26,200.0 $6.0M 0.00% -36K -57.8% $230.89
Page 49 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%