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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 150 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 CALL CHIMERA INVT CORP 51,100.0 $641K +25K +95.8% $12.55
2982 ASST STRIVE INC Communication Services 63,975.0 $641K NEW $10.02 +26.4%
2983 BBWI BATH & BODY WORKS INC Consumer Cyclical 34,304.0 $640K -4K -9.4% $18.67 +7.4%
2984 CALL TACTILE SYS TECHNOLOGY INC 24,500.0 $640K +24K +10000.0% $26.13
2985 CALL PATTERSON-UTI ENERGY INC 59,100.0 $640K -316K -84.2% $10.83
2986 ASTL ALGOMA STL GROUP INC Basic Materials 154,905.0 $640K +81K +109.0% $4.13 -1.5%
2987 PUT WILLIS TOWERS WATSON PLC LTD 2,200.0 $640K NEW $290.70
2988 PUT WAVE LIFE SCIENCES LTD 88,200.0 $639K -101K -53.4% $7.25
2989 CALL MARRIOTT VACATIONS WORLDWIDE 9,800.0 $638K NEW $65.12
2990 PUT VIRIDIAN THERAPEUTICS INC 32,600.0 $638K NEW $19.56
2991 CALL PAYLOCITY HLDG CORP 5,900.0 $637K +5K +555.6% $108.04
2992 CALL NEWELL BRANDS INC 185,700.0 $637K -121K -39.4% $3.43
2993 CALL HAYWARD HLDGS INC 47,600.0 $637K +44K +1387.5% $13.38
2994 CALL WEC ENERGY GROUP INC 5,500.0 $637K +2K +48.6% $115.77
2995 PUT GODADDY INC 7,700.0 $637K -10K -55.8% $82.67
2996 CALL DONALDSON INC 7,500.0 $637K +7K +733.3% $84.87
2997 BX BLACKSTONE INC Financial Services 5,533.0 $636K NEW $114.99 +6.8%
2998 CALL TIDAL TRUST II 18,900.0 $636K -108K -85.1% $33.63
2999 CALL TRON INC 279,100.0 $634K +51K +22.5% $2.27
3000 NTNX NUTANIX INC Technology 16,667.0 $634K NEW $38.01 +40.4%
Page 150 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%