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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 5 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CALL CHEVRON CORPORATION 745,800.0 $154.3M 0.10% +193K +34.9% $206.90
82 CALL CROWDSTRIKE HLDGS INC 392,700.0 $153.3M 0.10% -19K -4.6% $390.41
83 CALL ASML HLDG NV 111,200.0 $146.9M 0.10% -26K -18.6% $1320.83
84 CALL COSTCO WHOLESALE CORPORATION 140,800.0 $140.3M 0.09% -195K -58.1% $996.43
85 CALL BANK AMERICA CORP 2,802,000.0 $136.6M 0.09% +712K +34.1% $48.75
86 CALL BOEING CO 686,300.0 $136.6M 0.09% -521K -43.2% $199.03
87 PUT BOEING CO 686,000.0 $136.5M 0.09% -259K -27.4% $199.03
88 SPY STATE STR SPDR S&P 500 ETF T Financial Services 202,806.0 $131.9M 0.09% +115K +131.7% $650.34 +14.7%
89 META META PLATFORMS INC Communication Services 229,853.0 $131.5M 0.09% +167K +266.8% $572.13 +6.7%
90 CALL SALESFORCE INC 679,200.0 $126.8M 0.09% -5K -0.8% $186.67
91 CALL SOFI TECHNOLOGIES INC 7,969,500.0 $126.6M 0.09% +2.8M +53.0% $15.88
92 PUT CARVANA CO 402,100.0 $126.4M 0.09% -67K -14.3% $314.38
93 PUT DIREXION SHARES ETF TRUST 2,537,600.0 $125.7M 0.08% -1.3M -34.3% $49.52
94 CALL PAYPAL HLDGS INC 2,734,700.0 $123.7M 0.08% -1.1M -28.1% $45.23
95 PUT WALMART INC 994,800.0 $123.6M 0.08% -1.1M -51.6% $124.28
96 PUT APPLOVIN CORP 307,700.0 $122.5M 0.08% +5K +1.7% $398.00
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 351,805.0 $118.9M 0.08% NEW $337.95 +19.7%
98 PUT ARM HOLDINGS PLC 779,400.0 $117.9M 0.08% -336K -30.1% $151.28
99 CALL ROBINHOOD MKTS INC 1,655,600.0 $114.7M 0.08% -1.4M -45.8% $69.30
100 CALL PROSHARES TR 2,462,100.0 $113.3M 0.08% +114K +4.8% $46.00
Page 5 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%