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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 58 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CALL WELLTOWER INC 24,200.0 $4.8M 0.00% -4K -14.8% $197.71
1142 PUT MOBILEYE GLOBAL INC 696,200.0 $4.8M 0.00% +274K +64.9% $6.87
1143 UBS UBS GROUP AG Financial Services 122,318.0 $4.8M 0.00% +69K +130.7% $39.07 +35.0%
1144 CALL GALAXY DIGITAL INC. 258,800.0 $4.8M 0.00% -575K -69.0% $18.45
1145 CALL PROCORE TECHNOLOGIES INC 83,700.0 $4.8M 0.00% -24K -22.3% $57.00
1146 ARM ARM HOLDINGS PLC Technology 31,465.0 $4.8M 0.00% -122K -79.5% $151.28 +76.6%
1147 CALL MCKESSON CORP 5,500.0 $4.8M 0.00% -27K -83.1% $865.36
1148 PUT ALLY FINL INC 121,300.0 $4.8M 0.00% -47K -27.9% $39.23
1149 AG FIRST MAJESTIC SILVER CORP Basic Materials 221,445.0 $4.8M 0.00% +212K +2279.3% $21.48 -26.4%
1150 CALL TALEN ENERGY CORP 14,900.0 $4.8M 0.00% -22K -60.2% $319.23
1151 CALL REVOLUTION MEDICINES INC 48,900.0 $4.8M 0.00% +34K +232.7% $97.25
1152 CALL CELCUITY INC 41,600.0 $4.7M 0.00% -400.0 -0.9% $114.14
1153 CALL EBAY INC. 52,100.0 $4.7M 0.00% -139K -72.8% $91.02
1154 PUT STRYKER CORPORATION 14,400.0 $4.7M 0.00% +6K +82.3% $328.59
1155 CALL SOUTHERN COPPER CORP 27,500.0 $4.7M 0.00% +2K +8.7% $172.06
1156 SPOT SPOTIFY TECHNOLOGY S A Communication Services 9,748.0 $4.7M 0.00% -4K -30.3% $484.91 -1.4%
1157 CALL ARCELLX INC 41,100.0 $4.7M 0.00% +41K +10000.0% $114.82
1158 CALL BIO RAD LABS INC 16,900.0 $4.7M 0.00% +5K +47.0% $278.75
1159 PUT NXP SEMICONDUCTORS N V 23,900.0 $4.7M 0.00% -6K -21.4% $196.86
1160 CALL THE REALREAL INC 514,100.0 $4.7M 0.00% +345K +204.7% $9.08
Page 58 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%