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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 1 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 178,430.0 $116.0M 1.61% NEW $650.34 +14.0%
2 AZN PUT ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR Healthcare 542,000.0 $106.9M 1.48% NEW $197.22 -4.9%
3 IEMG ISHARES INC 1,091,930.0 $76.2M 1.06% NEW $69.75 +14.6%
4 EEM ISHARES TR 783,155.0 $44.5M 0.62% NEW $56.79 +15.3%
5 AZN CALL ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR Healthcare 225,000.0 $44.4M 0.62% NEW $197.22 -4.9%
6 PUT VESTAS WIND SYS A/S 200,000.0 $38.0M 0.53% NEW $190.15
7 EWZ CALL ISHARES INC 795,000.0 $30.5M 0.42% NEW $38.39 -4.2%
8 SPY PUT SPDR S&P 500 ETF TR Financial Services 41,900.0 $27.2M 0.38% NEW $650.34 +14.0%
9 EBAY PUT EBAY INC. Consumer Cyclical 269,200.0 $24.5M 0.34% NEW $91.02 +25.5%
10 EWY ISHARES INC 195,341.0 $24.0M 0.33% NEW $123.01 +46.4%
11 EFA ISHARES MSCI EAFE ETF 229,424.0 $22.3M 0.31% NEW $97.13 +6.7%
12 LMT PUT LOCKHEED MARTIN CORP Industrials 34,100.0 $20.6M 0.29% NEW $604.39 -12.9%
13 EWZ PUT ISHARES INC 400,000.0 $15.4M 0.21% NEW $38.39 -4.2%
14 XLE SELECT SECTOR SPDR TR 231,379.0 $14.2M 0.20% NEW $61.26 -2.4%
15 HD PUT HOME DEPOT INC Consumer Cyclical 42,900.0 $14.1M 0.20% NEW $328.89 -8.0%
16 XOVR ENTREPRENEURSHARES SERIES TR 825,032.0 $13.9M 0.19% NEW $16.89 +14.9%
17 ALGT PUT ALLEGIANT TRAVEL CO Industrials 150,300.0 $12.2M 0.17% NEW $81.04 -4.9%
18 F PUT FORD MTR CO Consumer Cyclical 1,000,000.0 $11.5M 0.16% NEW $11.54 +13.2%
19 UBER PUT UBER TECHNOLOGIES INC Technology 150,000.0 $10.8M 0.15% NEW $71.93 +3.0%
20 HYG ISHARES TR 132,232.0 $10.5M 0.15% NEW $79.56 +0.4%
Page 1 of 33  ·  656 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%