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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 51 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CALL DIGITALBRIDGE GROUP INC 382,500.0 $5.9M 0.00% -378K -49.7% $15.42
1002 CALL KEYCORP 294,100.0 $5.9M 0.00% +139K +89.5% $20.05
1003 CALL VANGUARD WORLD FD 12,100.0 $5.9M 0.00% -15K -54.9% $486.35
1004 CALL MATADOR RES CO 93,100.0 $5.9M 0.00% +31K +49.0% $63.18
1005 CALL HUMANA INC 33,900.0 $5.9M 0.00% -56K -62.3% $173.39
1006 CALL ROSS STORES INC 27,100.0 $5.9M 0.00% -59K -68.5% $216.63
1007 CALL KB HOME 113,400.0 $5.9M 0.00% +65K +135.3% $51.75
1008 CALL ROPER TECHNOLOGIES INC 16,500.0 $5.8M 0.00% +16K +8150.0% $353.86
1009 CALL PULTE GROUP INC 49,600.0 $5.8M 0.00% -18K -26.1% $117.61
1010 PEN PENUMBRA INC Healthcare 17,719.0 $5.8M 0.00% +18K +10000.0% $328.37 -2.7%
1011 MOOG INC 19,867.0 $5.8M 0.00% +12K +144.5% $292.64
1012 CALL SAP SE 33,900.0 $5.8M 0.00% -29K -45.8% $171.21
1013 PUT COGENT BIOSCIENCES INC 150,700.0 $5.8M 0.00% +82K +119.7% $38.49
1014 PUT GALAXY DIGITAL INC. 314,200.0 $5.8M 0.00% +130K +70.3% $18.45
1015 CALL XP INC 304,300.0 $5.8M 0.00% +210K +221.0% $19.04
1016 CALL EMERSON ELEC CO 44,000.0 $5.8M 0.00% -27K -38.0% $131.02
1017 PUT ZOOM COMMUNICATIONS INC 71,600.0 $5.8M 0.00% -120K -62.6% $80.39
1018 CALL CRH PLC 54,700.0 $5.8M 0.00% -43K -44.1% $105.12
1019 CALL DOMINION ENERGY INC 92,800.0 $5.7M 0.00% -98K -51.3% $61.82
1020 MSTR STRATEGY INC Technology 45,923.0 $5.7M 0.00% NEW $124.80 -24.7%
Page 51 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%