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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 12 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HII HUNTINGTON INGALLS INDS INC Industrials 1,596.0 $606K 0.01% NEW $379.90 -16.4%
222 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,801.0 $601K 0.01% NEW $61.35 -14.7%
223 BBIO BRIDGEBIO PHARMA INC Healthcare 8,057.0 $598K 0.01% NEW $74.26 -5.4%
224 ADP AUTOMATIC DATA PROCESSING INC Industrials 2,933.0 $596K 0.01% NEW $203.18 +8.3%
225 GPOR GULFPORT ENERGY CORP Energy 2,800.0 $592K 0.01% NEW $211.57 -15.4%
226 COMMUNITY WEST BANCSHARES N 25,178.0 $587K 0.01% NEW $23.30
227 TDC TERADATA CORP Technology 22,852.0 $586K 0.01% NEW $25.63 +29.1%
228 KMT CALL KENNAMETAL INC Industrials 16,200.0 $585K 0.01% NEW $36.13 -2.5%
229 XNCR XENCOR INC Healthcare 48,442.0 $584K 0.01% NEW $12.06 -6.1%
230 ET ENERGY TRANSFER L.P. Energy 30,179.0 $582K 0.01% NEW $19.30 +3.7%
231 SWX SOUTHWEST GAS HOLDINGS INC Utilities 6,663.0 $579K 0.01% NEW $86.90 +3.2%
232 LIBERTY MEDIA CORP DEL 6,809.0 $579K 0.01% NEW $85.02
233 FLOC FLOWCO HLDGS INC Energy 27,989.0 $577K 0.01% NEW $20.60 +33.0%
234 HR HEALTHCARE RLTY TR Real Estate 33,793.0 $574K 0.01% NEW $16.99 +19.8%
235 EAT BRINKER INTL INC Consumer Cyclical 4,007.0 $572K 0.01% NEW $142.77 -4.3%
236 THR THERMON GROUP HLDGS INC Industrials 11,337.0 $571K 0.01% NEW $50.40 +29.8%
237 VET VERMILION ENERGY INC Energy 29,784.0 $571K 0.01% NEW $19.17 -34.3%
238 MTN VAIL RESORTS INC Consumer Cyclical 4,428.0 $568K 0.01% NEW $128.32 -1.1%
239 NCLH PUT NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 30,100.0 $563K 0.01% NEW $18.70 -11.9%
240 AB ALLIANCEBERNSTEIN HOLDING LP Financial Services 14,961.0 $560K 0.01% NEW $37.44 +1.9%
Page 12 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%