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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 8 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVS CVS HEALTH CORP Healthcare 15,522.0 $1.1M 0.01% +10K +193.3% $71.82 +29.9%
142 UNP UNION PACIFIC CORP Industrials 4,501.0 $1.1M 0.01% +3K +287.4% $242.62 +9.6%
143 WY WEYERHAEUSER CO MTN BE Real Estate 44,538.0 $1.1M 0.01% +27K +147.8% $24.43 -4.9%
144 KURA KURA ONCOLOGY INC Healthcare 132,174.0 $1.1M 0.01% +112K +560.0% $8.13 +36.9%
145 ED CONSOLIDATED EDISON INC Utilities 9,425.0 $1.1M 0.01% +7K +227.3% $113.18 -5.1%
146 TENB TENABLE HLDGS INC Technology 62,361.0 $1.1M 0.01% +52K +492.6% $16.91 +50.8%
147 AR ANTERO RESOURCES CORP Energy 24,659.0 $1.0M 0.01% +18K +249.3% $42.44 -12.7%
148 BILI BILIBILI INC Technology 46,271.0 $1.0M 0.01% +23K +103.2% $22.56 -22.1%
149 CVI CVR ENERGY INC Energy 30,727.0 $1.0M 0.01% +20K +197.8% $33.65 -5.4%
150 FOLD AMICUS THERAPEUTICS INC Healthcare 70,670.0 $1.0M 0.01% +50K +236.5% $14.46 +0.2%
151 BIDU BAIDU INC Communication Services 9,154.0 $1.0M 0.01% +5K +112.2% $111.42 +17.7%
152 ABNB AIRBNB INC Consumer Cyclical 8,072.0 $1.0M 0.01% +2K +41.9% $126.28 +6.3%
153 IBM CALL INTERNATIONAL BUSINESS MACHINE Technology 4,200.0 $1.0M 0.01% +1K +50.0% $242.39 +4.4%
154 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 19,301.0 $1.0M 0.01% +14K +233.5% $51.98 +23.3%
155 NRG NRG ENERGY INC Utilities 6,871.0 $1.0M 0.01% +6K +411.2% $146.00 -6.2%
156 ESS ESSEX PPTY TR INC Real Estate 4,134.0 $1.0M 0.01% +3K +257.6% $242.00 +13.1%
157 HST HOST HOTELS & RESORTS INC Real Estate 50,849.0 $974K 0.01% +32K +174.4% $19.16 +17.0%
158 SM SM ENERGY CO Energy 30,705.0 $957K 0.01% +7K +27.0% $31.18 +11.6%
159 XRT STATE STREET SPDR S&P RETAIL E 11,802.0 $950K 0.01% +4K +56.5% $80.47 +1.6%
160 PAA PLAINS ALL AMER PIPELINE LP Energy 41,200.0 $920K 0.01% +30K +258.3% $22.33 +6.0%
Page 8 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%