Fund Universe

Simplify Asset Management Inc.

CIK 0001846368 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.982
AUM ($M)
7,083
Positions
136
Turnover
0.03
Top-10 wt
93%
Herfindahl
0.500
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 159 positions · portfolio value $7,083M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SBIL funds › SIMPLIFY EXCHANGE TRADED FUN ADD 69.4% -1.6% 4,917.1 49,141,862 +3,103,087 3
IVV funds › ISHARES TR TRIM 11.0% +0.0% 780.8 1,042,652 -49,614 3
AGG funds › ISHARES TR ADD 7.0% +0.8% 499.0 5,041,755 +941,689 3
TUA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 1.4% -0.4% 98.3 4,810,740 -717,960 2
SPUC funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 1.1% +0.0% 80.4 1,634,812 +0 3
AGGH funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.6% -0.1% 42.5 2,109,127 +0 3
BUCK funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.6% -0.1% 39.8 1,700,000 +0 2
NMB funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.5% -0.0% 38.7 1,553,376 +0 3
CUSIP:82889N533 funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.5% -0.2% 37.9 3,777,620 +0 3
PAGP funds › PLAINS GP HLDGS L P HOLD 0.4% -0.0% 30.9 1,272,360 +0 3
NXTI funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.4% +0.0% 28.6 822,303 +0 3
PCT funds › PURECYCLE TECHNOLOGIES INC ADD 0.3% +0.2% 24.7 3,048,190 +1,277,412 3
UTHR funds › UNITED THERAPEUTICS CORP DEL ADD 0.3% +0.0% 24.6 45,411 +11,160 3
NVO funds › NOVO-NORDISK A S ADD 0.3% +0.2% 24.2 504,918 +177,561 2
JNJ funds › JOHNSON & JOHNSON ADD 0.3% +0.1% 18.5 72,879 +39,758 3
WRBY funds › WARBY PARKER INC ADD 0.3% +0.2% 17.8 587,066 +296,235 3
LLY funds › ELI LILLY & CO TRIM 0.2% +0.0% 17.6 14,715 -1,988 3
UNH funds › UNITEDHEALTH GROUP INC ADD 0.2% +0.2% 17.5 42,212 +39,311 3
JAZZ funds › JAZZ PHARMACEUTICALS PLC ADD 0.2% +0.1% 16.5 68,560 +16,830 3
ABBV funds › ABBVIE INC ADD 0.2% +0.1% 16.2 64,461 +15,840 3
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.2% -0.2% 16.2 486,900 -213,100 3
BHVN funds › BIOHAVEN LTD ADD 0.2% +0.1% 15.5 1,040,255 +141,855 3
XV funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.2% -0.0% 15.5 624,406 +0 3
BNTC funds › BENITEC BIOPHARMA INC ADD 0.2% +0.1% 13.5 1,005,557 +443,315 3
CAS funds › SIMPLIFY EXCHANGE TRADED FUN NEW 0.2% +0.2% 12.4 428,078 +428,078 1
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.2% +0.0% 11.6 23,079 +5,670 3
ALGN funds › ALIGN TECHNOLOGY INC TRIM 0.2% -0.1% 11.3 66,847 -40,050 3
TXG funds › 10X GENOMICS INC TRIM 0.2% +0.0% 11.2 292,938 -61,765 3
DGX funds › QUEST DIAGNOSTICS INC NEW 0.1% +0.1% 10.5 49,715 +49,715 1
GILD funds › GILEAD SCIENCES INC ADD 0.1% +0.0% 10.3 81,325 +19,980 3
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.1% +0.1% 9.9 25,577 +25,577 1
ACHV funds › ACHIEVE LIFE SCIENCE INC ADD 0.1% +0.1% 9.4 1,432,105 +247,593 3
DHR funds › DANAHER CORP DEL ADD 0.1% +0.0% 8.2 42,834 +10,530 3
AMGN funds › AMGEN INC ADD 0.1% +0.0% 7.6 20,974 +5,130 3
CVS funds › CVS HEALTH CORP ADD 0.1% +0.0% 7.4 71,090 +17,077 3
AZN funds › ASTRAZENECA PLC ADD 0.1% +0.0% 6.5 34,188 +8,370 2
CAH funds › CARDINAL HEALTH INC NEW 0.1% +0.1% 6.4 26,924 +26,924 1
EYPT funds › EYEPOINT INC ADD 0.1% +0.0% 5.7 400,044 +73,902 3
ESTA funds › ESTABLISHMENT LABS HLDGS INC ADD 0.1% +0.0% 5.2 60,540 +7,531 3
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.1% +0.0% 5.2 10,456 +2,520 3
MIST funds › MILESTONE PHARMACEUTICALS IN ADD 0.1% +0.0% 4.5 3,349,379 +1,842,974 3
TSLA funds › TESLA INC TRIM 0.1% -0.0% 4.5 10,621 -473 3
HODL funds › VANECK BITCOIN ETF ADD 0.1% +0.0% 4.4 264,427 +55,276 3
GH funds › GUARDANT HEALTH INC ADD 0.1% +0.0% 4.1 27,571 +6,750 3
RITM funds › RITHM CAPITAL CORP ADD 0.1% +0.0% 3.9 411,593 +75,000 3
DCTH funds › DELCATH SYS INC ADD 0.0% +0.0% 3.3 264,770 +3,644 3
GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD 0.0% +0.0% 3.3 52,040 +12,780 3
LITL funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.0% +0.0% 3.1 91,464 +0 3
ISRG funds › INTUITIVE SURGICAL INC TRIM 0.0% -0.0% 3.0 7,492 -3,275 3
XXV funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.0% -0.0% 2.8 116,500 -8,500 3
PHAT funds › PHATHOM PHARMACEUTICALS INC TRIM 0.0% -0.0% 2.7 249,267 -13,119 3
CTAP funds › SIMPLIFY EXCHANGE TRADED FUN HOLD 0.0% -0.0% 2.6 100,000 +0 3
CORT funds › CORCEPT THERAPEUTICS INC TRIM 0.0% +0.0% 2.3 26,434 -11,329 2
ABEO funds › ABEONA THERAPEUTICS INC TRIM 0.0% -0.0% 2.1 345,416 -162,572 3
PCRX funds › PACIRA BIOSCIENCES INC ADD 0.0% +0.0% 2.1 83,083 +20,430 3
CSCO funds › CISCO SYS INC TRIM 0.0% +0.0% 2.0 16,904 -2,955 3
CLDX funds › CELLDEX THERAPEUTICS INC NEW TRIM 0.0% -0.0% 2.0 53,134 -15,860 3
WMT funds › WALMART INC ADD 0.0% -0.0% 1.9 16,890 +2,673 3
ABT funds › ABBOTT LABORATORIES ADD 0.0% +0.0% 1.9 20,546 +5,040 3
DX funds › DYNEX CAP INC ADD 0.0% +0.0% 1.8 134,500 +52,921 3
EW funds › EDWARDS LIFESCIENCES CORP ADD 0.0% +0.0% 1.7 18,668 +4,590 3
KYTX funds › KYVERNA THERAPEUTICS INC ADD 0.0% -0.0% 1.6 182,603 +9,497 3
MFA funds › MFA FINL INC TRIM 0.0% -0.0% 1.6 167,746 -41,254 3
CMPS funds › COMPASS PATHWAYS PLC TRIM 0.0% +0.0% 1.6 114,281 -44,771 3
NLY funds › ANNALY CAPITAL MANAGEMENT IN ADD 0.0% +0.0% 1.6 71,839 +22,436 3
INSM funds › INSMED INC ADD 0.0% -0.0% 1.5 14,190 +3,407 3
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.0% +0.0% 1.4 5,014 +224 3
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.0% -0.0% 1.4 12,021 +317 3
LONA funds › LEONABIO INC HOLD 0.0% -0.0% 1.4 149,279 +0 3
DELL funds › DELL TECHNOLOGIES INC ADD 0.0% +0.0% 1.4 3,172 +99 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.0% -0.0% 1.3 2,662 +40 2
AGNC funds › AGNC INVT CORP ADD REIT 0.0% +0.0% 1.3 115,485 +12,000 3
IVA funds › INVENTIVA SA ADD 0.0% -0.0% 1.2 313,483 +85,560 3
TGTX funds › TG THERAPEUTICS INC ADD 0.0% +0.0% 1.2 21,269 +5,220 3
AQST funds › AQUESTIVE THERAPEUTICS INC ADD 0.0% +0.0% 1.2 278,723 +44,444 2
FLL funds › FULL HSE RESORTS INC NEW 0.0% +0.0% 1.1 397,000 +397,000 1
ZVRA funds › ZEVRA THERAPEUTICS INC TRIM 0.0% -0.0% 1.0 70,759 -29,871 3
QCOM funds › QUALCOMM INC TRIM 0.0% +0.0% 1.0 5,471 -103 3
ARTV funds › ARTIVA BIOTHERAPEUTICS INC ADD 0.0% +0.0% 1.0 101,355 +78,125 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 0.0% +0.0% 1.0 990 +5 3
OBIO funds › ORCHESTRA BIOMED HLDGS INC HOLD 0.0% -0.0% 0.9 219,387 +0 2
COO funds › COOPER COS INC ADD 0.0% +0.0% 0.9 13,182 +3,240 3
PALI funds › PALISADE BIO INC ADD 0.0% +0.0% 0.9 450,543 +100,543 2
ARR funds › ARMOUR RESIDENTIAL REIT INC HOLD 0.0% -0.0% 0.9 53,900 +0 3
WDC funds › WESTERN DIGITAL CORP TRIM 0.0% +0.0% 0.9 1,459 -74 3
OWL funds › BLUE OWL CAPITAL INC NEW 0.0% +0.0% 0.9 106,500 +106,500 1
MRK funds › MERCK & CO INC ADD 0.0% +0.0% 0.9 7,167 +623 2
AGL funds › AGILON HEALTH INC NEW 0.0% +0.0% 0.9 8,429 +8,429 1
MA funds › MASTERCARD INCORPORATED ADD 0.0% -0.0% 0.8 1,577 +51 3
OCUL funds › OCULAR THERAPEUTIX INC TRIM 0.0% -0.0% 0.8 81,051 -8,949 2
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.0% -0.0% 0.7 5,386 +515 3
SYK funds › STRYKER CORPORATION ADD 0.0% +0.0% 0.7 2,250 +540 3
CRM funds › SALESFORCE INC NEW 0.0% +0.0% 0.7 4,420 +4,420 1
CIM funds › CHIMERA INVT CORP HOLD 0.0% -0.0% 0.7 51,025 +0 3
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.0% -0.0% 0.6 15,014 +3,690 3
GE funds › GE AEROSPACE TRIM 0.0% +0.0% 0.6 1,643 -24 3
PMT funds › PENNYMAC MTG INVT TR NEW 0.0% +0.0% 0.6 53,500 +53,500 1
CAT funds › CATERPILLAR INC TRIM 0.0% +0.0% 0.6 558 -16 2
FULC funds › FULCRUM THERAPEUTICS INC ADD 0.0% -0.0% 0.6 153,794 +37,800 3
NBIX funds › NEUROCRINE BIOSCIENCES INC ADD 0.0% +0.0% 0.6 3,315 +810 3
NOW funds › SERVICENOW INC ADD 0.0% -0.0% 0.6 5,571 +150 3
FTNT funds › FORTINET INC TRIM 0.0% +0.0% 0.5 3,513 -163 3
CDNS funds › CADENCE DESIGN SYSTEM INC TRIM 0.0% +0.0% 0.5 1,356 -26 3
AMAT funds › APPLIED MATLS INC TRIM 0.0% +0.0% 0.5 691 -284 3
ADBE funds › ADOBE INC ADD 0.0% -0.0% 0.5 2,379 +113 2
LRCX funds › LAM RESEARCH CORP TRIM 0.0% +0.0% 0.5 1,105 -421 3
IMUX funds › IMMUNIC INC NEW 0.0% +0.0% 0.5 30,725 +30,725 1
NET funds › CLOUDFLARE INC ADD 0.0% +0.0% 0.5 1,906 +340 3
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.0% -0.0% 0.5 1,006 -68 3
DDOG funds › DATADOG INC ADD 0.0% +0.0% 0.5 1,733 +26 2
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 0.4 374 +15 3
UPB funds › UPSTREAM BIO INC TRIM 0.0% -0.0% 0.4 62,113 -15,680 2
SNOW funds › SNOWFLAKE INC TRIM 0.0% +0.0% 0.4 1,662 -66 2
SABS funds › SAB BIOTHERAPEUTICS INC TRIM 0.0% -0.0% 0.4 104,849 -82,381 3
CMCSA funds › COMCAST CORP NEW TRIM 0.0% -0.0% 0.4 16,385 -2,306 2
BHR funds › BRAEMAR HOTELS & RESORTS INC NEW 0.0% +0.0% 0.4 183,000 +183,000 1
CIEN funds › CIENA CORP ADD 0.0% +0.0% 0.4 786 +205 2
HD funds › HOME DEPOT INC ADD 0.0% +0.0% 0.4 1,074 +47 3
ZBH funds › ZIMMER BIOMET HOLDINGS INC ADD 0.0% +0.0% 0.4 4,395 +1,080 3
INTU funds › INTUIT TRIM 0.0% -0.0% 0.4 1,392 -24 3
KO funds › COCA COLA CO ADD 0.0% -0.0% 0.3 4,089 +55 3
FLR funds › FLUOR CORP ADD 0.0% +0.0% 0.3 6,233 +782 3
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.0% 0.3 808 -38 3
PM funds › PHILIP MORRIS INTL INC ADD 0.0% +0.0% 0.3 1,489 +62 3
ICLR funds › ICON PUB LTD CO NEW 0.0% +0.0% 0.3 1,499 +1,499 1
ROK funds › ROCKWELL AUTOMATION INC TRIM 0.0% +0.0% 0.3 520 -48 3
EA funds › ELECTRONIC ARTS INC TRIM 0.0% -0.0% 0.2 1,192 -56 3
UBER funds › UBER TECHNOLOGIES INC ADD 0.0% -0.0% 0.2 3,351 +60 3
ADSK funds › AUTODESK INC ADD 0.0% -0.0% 0.2 1,183 +81 3
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW 0.0% +0.0% 0.2 885 +885 1
BKNG funds › BOOKING HOLDINGS INC ADD 0.0% -0.0% 0.2 1,235 +1,181 3
CL funds › COLGATE PALMOLIVE CO NEW 0.0% +0.0% 0.2 2,376 +2,376 1
VTEX funds › VTEX NEW 0.0% +0.0% 0.0 11,195 +11,195 1
BYND funds › BEYOND MEAT INC NEW 0.0% +0.0% 0.0 49,780 +49,780 1
DDD funds › 3D SYS CORP DEL NEW 0.0% +0.0% 0.0 11,010 +11,010 1
CYPH funds › CYPHERPUNK TECHNOLOGIES INC ADD 0.0% -0.0% 0.0 27,979 +6,840 3
MMM funds › 3M CO EXIT 0.0% -0.1% 0.0 0 -44,241 0
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -1,027 0
CNTB funds › CONNECT BIOPHARMA HLDGS LTD EXIT 0.0% -0.0% 0.0 0 -51,475 0
TRVI funds › TREVI THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -65,412 0
VOR funds › VOR BIOPHARMA INC EXIT 0.0% -0.0% 0.0 0 -53,510 0
VRDN funds › VIRIDIAN THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -56,231 0
CHRS funds › COHERUS ONCOLOGY INC EXIT 0.0% -0.0% 0.0 0 -253,140 0
OCS funds › OCULIS HOLDING AG EXIT 0.0% -0.0% 0.0 0 -66,667 0
KLRS funds › KALARIS THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -87,426 0
BLK funds › BLACKROCK INC EXIT 0.0% -0.0% 0.0 0 -214 0
CRVS funds › CORVUS PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -20,242 0
CTA funds › SIMPLIFY EXCHANGE TRADED FUN EXIT 0.0% -0.1% 0.0 0 -151,381 0
SAFX funds › XCF GLOBAL INC EXIT 0.0% -0.0% 0.0 0 -188,857 0
ALHC funds › ALIGNMENT HEALTHCARE INC EXIT 0.0% -0.1% 0.0 0 -193,032 0
CUSIP:4525EP101 funds › IMMUNIC INC EXIT 0.0% -0.0% 0.0 0 -438,932 0
OVID funds › OVID THERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -130,813 0
FDMT funds › 4D MOLECULAR THERAPEUTICS IN EXIT 0.0% -0.0% 0.0 0 -70,430 0
OXLC funds › OXFORD LANE CAP CORP EXIT 0.0% -0.0% 0.0 0 -100,000 0
REGN funds › REGENERON PHARMACEUTICALS EXIT 0.0% -0.1% 0.0 0 -10,900 0
BTBT funds › BIT DIGITAL INC EXIT 0.0% -0.0% 0.0 0 -23,443 0
PANW funds › PALO ALTO NETWORKS INC EXIT 0.0% -0.0% 0.0 0 -3,967 0
PEP funds › PEPSICO INC EXIT 0.0% -0.0% 0.0 0 -1,305 0
IRWD funds › IRONWOOD PHARMACEUTICALS INC EXIT 0.0% -0.0% 0.0 0 -11,447 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 7,083 136 0.03 93% 0.500 0.982 in
2026Q1 6,486 142 0.05 94% 0.521 0.980 in
2025Q4 6,080 140 0.08 93% 0.532 0.965 entered
2025Q3 4,935 127 0.70 94% 0.475 0.000 left
2025Q2 1,650 87 0.27 89% 0.223 0.712 entered
2025Q1 2,143 92 0.00 90% 0.180 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status