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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 127 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 PUT VITESSE ENERGY INC 3,500.0 $64K -6K -63.5% $18.16
2522 CALL SHARKNINJA INC 600.0 $64K -38K -98.5% $105.90
2523 PUT BLOCK H & R INC 2,000.0 $63K -34K -94.5% $31.74
2524 CALL EXAGEN INC 21,100.0 $63K -11K -33.6% $3.00
2525 PUT APTARGROUP INC 500.0 $63K -16K -97.0% $126.02
2526 CALL CINCINNATI FINL CORP 400.0 $63K -3K -88.2% $157.35
2527 WAY WAYSTAR HLDG CORP Technology 2,608.0 $63K -3K -49.9% $24.11 -3.9%
2528 CALL ATLAS LITHIUM CORP 14,400.0 $63K -67K -82.3% $4.35
2529 VMC VULCAN MATLS CO Basic Materials 230.0 $63K -555.0 -70.7% $272.30 +7.8%
2530 CALL VUZIX CORP 27,100.0 $63K -74K -73.3% $2.31
2531 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 4,746.0 $62K -17K -77.8% $13.16 +27.0%
2532 BCH BANCO DE CHILE Financial Services 1,683.0 $62K -33K -95.1% $37.04 +8.4%
2533 PUT PERRIGO CO PLC 5,800.0 $62K -27K -82.5% $10.74
2534 IHF ISHARES TR 1,484.0 $62K -1K -45.3% $41.85 +35.3%
2535 CALL STANDARDAERO INC 2,400.0 $62K -37K -93.9% $25.83
2536 PHR PHREESIA INC Healthcare 7,389.0 $62K -4K -35.5% $8.38 +27.8%
2537 PUT BANCO MACRO S A 800.0 $62K -31K -97.5% $77.37
2538 PUT CLEARWATER PAPER CORP 4,300.0 $62K -1K -20.4% $14.38
2539 PUT STATE STR SPDR S&P MIDCAP 40 100.0 $62K -1K -92.9% $616.76
2540 CALL TWO HARBORS INVENTMENT CORPO 5,400.0 $62K -10K -65.2% $11.42
Page 127 of 195  ·  3,899 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%