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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 81 of 195  ·  3,899 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 PUT GOLDMAN SACHS ETF TR 10,000.0 $498K -13K -56.0% $49.76
1602 PUT PATTERSON-UTI ENERGY INC 45,800.0 $496K -134K -74.5% $10.83
1603 PUT GRAYSCALE BITCOIN TRUST ETF 9,400.0 $496K -57K -85.8% $52.76
1604 PUT HUNTINGTON INGALLS INDS INC 1,300.0 $494K -3K -68.3% $379.90
1605 CALL DOUGLAS EMMETT INC 52,400.0 $494K -66K -55.7% $9.42
1606 PUT DAVITA INC 3,200.0 $492K -10K -76.1% $153.69
1607 CALL INNOVATIVE INDL PPTYS INC 9,800.0 $492K -25K -71.6% $50.16
1608 PUT TENET HEALTHCARE CORP 2,600.0 $491K -38K -93.6% $188.71
1609 CALL HARLEY DAVIDSON INC 24,100.0 $487K -259K -91.5% $20.22
1610 PUT CHEESECAKE FACTORY INC 8,900.0 $487K -59K -86.9% $54.75
1611 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 20,825.0 $486K -5K -18.8% $23.36 -2.4%
1612 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,535.0 $484K -10K -63.5% $87.40 -2.4%
1613 CINF CINCINNATI FINL CORP Financial Services 3,072.0 $483K -2K -36.0% $157.35 +14.9%
1614 PUT MURPHY OIL CORP 11,700.0 $483K -24K -66.9% $41.25
1615 PHM PULTE GROUP INC Consumer Cyclical 4,096.0 $482K -2K -35.4% $117.61 +7.2%
1616 SBRA SABRA HEALTH CARE REIT INC Real Estate 25,043.0 $482K -5K -16.4% $19.23 +4.6%
1617 CALL LPL FINL HLDGS INC 1,600.0 $481K -6K -77.5% $300.83
1618 SBIT PROSHARES TR 8,445.0 $481K -45K -84.3% $56.97 +0.2%
1619 CALL IQIYI INC 355,700.0 $480K -108K -23.3% $1.35
1620 LRN STRIDE INC Consumer Defensive 5,435.0 $479K -1K -18.0% $88.17 -1.0%
Page 81 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%