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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 40 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CALL C H ROBINSON WORLDWIDE IN 50,600.0 $8.4M 0.01% +9K +21.6% $166.07
782 PUT NUSCALE PWR CORP 775,000.0 $8.4M 0.01% +120K +18.4% $10.84
783 CALL PROSHARES TR 627,300.0 $8.4M 0.01% -623K -49.8% $13.39
784 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 66,720.0 $8.4M 0.01% -161K -70.8% $125.46 -6.4%
785 CALL HUT 8 CORP 178,400.0 $8.4M 0.01% -217K -54.9% $46.91
786 PUT CHENIERE ENERGY INC 29,400.0 $8.3M 0.01% +10K +50.0% $283.76
787 CALL TC ENERGY CORP 133,200.0 $8.3M 0.01% +127K +1918.2% $62.60
788 CALL DHT HOLDINGS INC 456,000.0 $8.3M 0.01% +193K +73.2% $18.27
789 CALL COMCAST CORP NEW 290,000.0 $8.3M 0.01% -2.3M -88.7% $28.71
790 PUT RH 59,500.0 $8.3M 0.01% -63K -51.4% $139.82
791 CALL CAVA GROUP INC 102,500.0 $8.3M 0.01% -347K -77.2% $80.90
792 CALL WEATHERFORD INTL PLC 87,600.0 $8.3M 0.01% +84K +2036.6% $94.58
793 CALL INVESCO CURRENCYSHARES 143,100.0 $8.3M 0.01% NEW $57.88
794 CALL CALUMET INC 230,700.0 $8.3M 0.01% -98K -29.9% $35.90
795 CALL FERRARI N V 24,400.0 $8.3M 0.01% -16K -40.3% $338.45
796 CALL MASIMO CORP 46,400.0 $8.3M 0.01% NEW $177.87
797 PUT EOS ENERGY ENTERPRISES INC 1,656,800.0 $8.2M 0.01% -1.1M -40.1% $4.96
798 CALL INVESCO EXCH TRADED FD TR II 58,400.0 $8.2M 0.01% NEW $140.39
799 CALL NUTRIEN LTD 108,400.0 $8.2M 0.01% +75K +223.6% $75.46
800 CALL USA RARE EARTH INC 539,100.0 $8.2M 0.01% +25K +4.9% $15.13
Page 40 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%