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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 23 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Status
441 CNOB CONNECTONE BANCORP INC Financial Services 8,010 $210K 0.01% SOLD
442 CPB THE CAMPBELLS COMPANY Consumer Defensive 7,530 $210K 0.01% SOLD
443 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 8,964 $209K 0.01% SOLD
444 Q QNITY ELECTRONICS INC Technology 2,556 $209K 0.01% SOLD
445 WYNN WYNN RESORTS LTD Consumer Cyclical 1,734 $209K 0.01% SOLD
446 VOX VANGUARD WORLD FD 1,077 $209K 0.01% SOLD
447 LIVE LIVE VENTURES INC Consumer Cyclical 14,089 $209K 0.01% SOLD
448 EL LAUDER ESTEE COS INC Consumer Defensive 1,991 $208K 0.01% SOLD
449 CIVITAS RESOURCES INC 7,681 $208K 0.01% SOLD
450 NBTB NBT BANCORP INC Financial Services 5,010 $208K 0.01% SOLD
451 DDOG DATADOG INC Technology 1,528 $208K 0.01% SOLD
452 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 1,894 $208K 0.01% SOLD
453 DXCM DEXCOM INC Healthcare 3,096 $205K 0.01% SOLD
454 JEF PUT JEFFERIES FINL GROUP INC Financial Services 3,300 $205K 0.01% SOLD
455 LOGI LOGITECH INTL S A Technology 2,032 $204K 0.01% SOLD
456 TYL TYLER TECHNOLOGIES INC Technology 446 $202K 0.01% SOLD
457 BGC BGC GROUP INC Financial Services 22,357 $200K 0.01% SOLD
458 FLNC FLUENCE ENERGY INC Utilities 10,087 $200K 0.01% SOLD
459 CAG CONAGRA BRANDS INC Consumer Defensive 11,314 $196K 0.01% SOLD
460 PURPOSE BITCOIN ETF 12,502 $194K 0.01% SOLD
Page 23 of 31  ·  618 positions
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%