BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 13 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 8,969.0 $560K 0.01% NEW $62.42 +1.0%
242 VIRT VIRTU FINL INC Financial Services 12,701.0 $559K 0.01% NEW $43.98 +22.3%
243 APD AIR PRODS & CHEMS INC Basic Materials 1,898.0 $551K 0.01% NEW $290.45 -0.1%
244 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,710.0 $550K 0.01% NEW $321.40 +9.6%
245 AMZD DIREXION DAILY AMZN BEAR 1X SHARES 49,380.0 $543K 0.01% NEW $11.00 -22.7%
246 TTMI TTM TECHNOLOGIES INC Technology 5,574.0 $543K 0.01% NEW $97.42 +73.8%
247 COLD AMERICOLD REALTY TRUST INC Real Estate 46,845.0 $537K 0.01% NEW $11.46 +26.0%
248 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 29,034.0 $534K 0.01% NEW $18.38 -5.1%
249 LINC LINCOLN EDL SVCS CORP Consumer Defensive 13,114.0 $533K 0.01% NEW $40.68 +15.1%
250 ECL ECOLAB INC Basic Materials 2,003.0 $533K 0.01% NEW $266.02 -6.0%
251 NEPTUNE INS HLDGS INC 22,000.0 $532K 0.01% NEW $24.19
252 SEI SOLARIS ENERGY INFRAS INC Energy 9,347.0 $528K 0.01% NEW $56.51 +26.4%
253 DAKT DAKTRONICS INC Technology 26,982.0 $527K 0.01% NEW $19.55 +0.9%
254 WHD CACTUS INC CL A Energy 11,016.0 $522K 0.01% NEW $47.37 +31.2%
255 RHP RYMAN HOSPITALITY REIT Real Estate 5,628.0 $519K 0.01% NEW $92.27 +20.3%
256 INTC INTEL CORP Technology 11,765.0 $519K 0.01% NEW $44.13 +168.5%
257 DPST DRX DLY REG BANK BULL 3X 5,366.0 $519K 0.01% NEW $96.65 +16.6%
258 GRUPO CIBEST SA 6,993.0 $509K 0.01% NEW $72.81
259 USO UNITED STS OIL FD LP Financial Services 4,000.0 $509K 0.01% NEW $127.25 +13.4%
260 GSBD GOLDMAN SACHS BDC INC Financial Services 56,891.0 $505K 0.01% NEW $8.88 +0.5%
Page 13 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%