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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 30 of 131  ·  2,617 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FNV FRANCO NEV CORP Basic Materials 9,054.0 $2.2M 0.00% +3K +53.8% $247.05 -9.6%
582 PUT CONCENTRIX CORP 81,300.0 $2.2M 0.00% +11K +15.3% $27.36
583 CALL PAGSEGURO DIGITAL LTD 221,700.0 $2.2M 0.00% +3K +1.6% $10.02
584 PUT JEFFERIES FINANCIAL GROUP IN 53,800.0 $2.2M 0.00% +29K +118.7% $41.27
585 PUT PERFORMANCE FOOD GROUP CO 25,800.0 $2.2M 0.00% +19K +258.3% $85.66
586 PUT ELBIT SYS LTD 2,600.0 $2.2M 0.00% +2K +2500.0% $849.09
587 CALL WARBY PARKER INC 104,700.0 $2.2M 0.00% +45K +76.0% $21.07
588 CALL BLACKSTONE MORTGAGE TRUST IN 115,000.0 $2.2M 0.00% +30K +34.5% $19.15
589 QXO QXO INC Industrials 113,183.0 $2.2M 0.00% +71K +165.9% $19.42 -10.4%
590 PUT SYSCO CORP 30,700.0 $2.2M 0.00% +18K +149.6% $71.33
591 CALL QNITY ELECTRONICS INC 18,900.0 $2.2M 0.00% +6K +48.8% $115.38
592 PUT KEYSIGHT TECHNOLOGIES INC 7,700.0 $2.2M 0.00% +7K +670.0% $282.37
593 CALL BIRKENSTOCK HOLDING PLC 60,100.0 $2.2M 0.00% +16K +37.8% $35.83
594 CALL OTIS WORLDWIDE CORP 27,900.0 $2.2M 0.00% +21K +298.6% $77.08
595 CALL WARNER MUSIC GROUP CORP 84,100.0 $2.1M 0.00% +12K +16.6% $25.54
596 PUT BORGWARNER INC 39,500.0 $2.1M 0.00% +5K +15.5% $54.26
597 PUT KLARNA GROUP PLC 163,400.0 $2.1M 0.00% +56K +51.9% $13.09
598 LBRT LIBERTY ENERGY INC Energy 73,956.0 $2.1M 0.00% +16K +28.5% $28.80 +4.4%
599 CALL UWM HOLDINGS CORPORATION 588,300.0 $2.1M 0.00% +283K +92.6% $3.62
600 PUT ENOVIX CORPORATION 406,900.0 $2.1M 0.00% +67K +19.7% $5.18
Page 30 of 131  ·  2,617 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%