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Portfolio (Quarterly) Guide ↗

DRW Securities, LLC

· CIK 0001481986
13F Portfolio $7.2B AUM 1,242 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 656 New 341 Added 215 Reduced 618 Exited
Page 7 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADBE PUT ADOBE INC Technology 5,900.0 $1.4M 0.02% +1K +20.4% $243.08 +0.4%
122 NFLX CALL NETFLIX INC Communication Services 14,900.0 $1.4M 0.02% +4K +38.0% $96.15 -7.1%
123 FDX FEDEX CORP Industrials 4,029.0 $1.4M 0.02% +3K +181.6% $354.79 +9.6%
124 EWD ISHARES MSCI SWEDEN ETF 28,514.0 $1.4M 0.02% +15K +111.1% $48.72 +7.2%
125 ADBE CALL ADOBE INC Technology 5,600.0 $1.4M 0.02% +1K +27.3% $243.08 +0.4%
126 DOCU DOCUSIGN INC Technology 28,522.0 $1.4M 0.02% +25K +808.9% $47.41 +3.3%
127 EQR EQUITY RESIDENTIAL Real Estate 22,827.0 $1.4M 0.02% +16K +218.3% $59.15 +11.2%
128 BK BANK OF NEW YORK MELLON CORP Financial Services 11,254.0 $1.3M 0.02% +3K +45.0% $118.33 +17.5%
129 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 7,622.0 $1.3M 0.02% +6K +320.6% $172.11 +20.7%
130 SOFI SOFI TECHNOLOGIES INC Financial Services 81,825.0 $1.3M 0.02% +68K +475.8% $15.88 -1.2%
131 ETN EATON CORP PLC Industrials 3,597.0 $1.3M 0.02% +2K +126.4% $357.67 +6.7%
132 VIXY PROSHARES TR II Financial Services 37,402.0 $1.3M 0.02% +4K +10.6% $34.35 -26.4%
133 PH PARKER-HANNIFIN CORP Industrials 1,412.0 $1.3M 0.02% +1K +464.8% $893.81 -3.8%
134 KOID KRANESHARES TRUST 40,077.0 $1.3M 0.02% +6K +17.7% $31.20 +30.7%
135 AVB AVALONBAY CMNTYS INC Real Estate 7,502.0 $1.2M 0.02% +6K +400.1% $163.35 +12.7%
136 PR PERMIAN RESOURCES CORP Energy 57,097.0 $1.2M 0.02% +34K +145.1% $21.32 -2.0%
137 DE DEERE & CO Industrials 2,160.0 $1.2M 0.02% +1K +133.8% $563.30 -5.7%
138 EME EMCOR GROUP INC Industrials 1,571.0 $1.2M 0.02% +1K +192.0% $738.31 +15.0%
139 APA APA CORPORATION Energy 27,157.0 $1.2M 0.02% +18K +185.8% $42.44 -9.7%
140 CSGP COSTAR GROUP INC Real Estate 27,773.0 $1.1M 0.02% +22K +389.6% $40.34 -15.9%
Page 7 of 18  ·  341 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
Financial Services 26.2%
Technology 16.1%
Consumer Cyclical 9.4%
Communication Services 9.4%
Real Estate 7.5%
Energy 7.5%
Industrials 7.0%
Basic Materials 6.0%
Healthcare 5.3%
Utilities 2.9%