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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 9 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PUT WESTERN DIGITAL CORP 272,000.0 $71.8M 0.05% -265K -49.4% $264.09
162 PUT COSTCO WHOLESALE CORPORATION 71,700.0 $71.4M 0.05% -72K -50.0% $996.43
163 CALL ENERGY TRANSFER L P 3,683,000.0 $71.1M 0.05% -755K -17.0% $19.30
164 PUT NEBIUS GROUP N.V. 684,900.0 $71.1M 0.05% +28K +4.2% $103.76
165 PUT NOVO-NORDISK A S 1,933,100.0 $71.0M 0.05% -36K -1.8% $36.75
166 PUT DELTA AIR LINES INC 1,066,500.0 $70.9M 0.05% -414K -28.0% $66.48
167 CALL DIREXION SHARES ETF TRUST 1,896,400.0 $70.4M 0.05% +1.5M +381.3% $37.12
168 CALL SERVICENOW INC 671,500.0 $70.2M 0.05% +370K +122.6% $104.55
169 CALL GLOBAL X FDS 1,097,000.0 $69.5M 0.05% +297K +37.1% $63.32
170 CALL WESTERN DIGITAL CORP 255,200.0 $69.2M 0.05% -2K -0.8% $271.30
171 CALL FREEPORT MCMORAN INC 1,156,900.0 $68.0M 0.05% -576K -33.3% $58.78
172 CALL BLOOM ENERGY CORP 498,400.0 $67.5M 0.04% -322K -39.2% $135.49
173 PUT CIRCLE INTERNET GROUP INC 705,800.0 $67.3M 0.04% -141K -16.6% $95.41
174 PUT VERIZON COMMUNICATIONS INC 1,340,700.0 $67.3M 0.04% +14K +1.0% $50.20
175 PUT LAM RESEARCH CORP 314,800.0 $67.3M 0.04% -424K -57.4% $213.66
176 PUT ELI LILLY & CO 72,800.0 $67.0M 0.04% -94K -56.4% $919.77
177 CALL STRIVE INC 6,609,800.0 $66.2M 0.04% NEW $10.02
178 CALL ISHARES GOLD TR 741,100.0 $65.3M 0.04% -44K -5.6% $88.16
179 CALL SNOWFLAKE INC 427,900.0 $64.5M 0.04% -141K -24.8% $150.82
180 CALL NEXTERA ENERGY INC 692,400.0 $64.3M 0.04% +48K +7.4% $92.88
Page 9 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%