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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 19 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 BXSL BLACKSTONE SECURED LENDING Financial Services 15,959.0 $378K 0.01% NEW $23.69 -0.6%
362 PRGS CALL PROGRESS SOFTWARE CORP Technology 14,700.0 $377K 0.01% NEW $25.65 +13.9%
363 GBTG GLOBAL BUSINESS TRAVEL GROUP INC. Technology 66,920.0 $373K 0.01% NEW $5.58 +69.0%
364 MANH MANHATTAN ASSOCIATES INC Technology 2,805.0 $373K 0.01% NEW $133.12 +1.1%
365 LUMN LUMEN TECHNOLOGIES INC Communication Services 53,095.0 $369K 0.01% NEW $6.95 +35.8%
366 BBNX BETA BIONICS INC Healthcare 36,735.0 $368K 0.01% NEW $10.02 +5.9%
367 AYI ACUITY INC Industrials 1,309.0 $367K 0.01% NEW $280.22 +0.3%
368 TRGP TARGA RESOURCES CORP Energy 1,462.0 $367K 0.01% NEW $250.73 +8.0%
369 TRIN TRINITY CAP INC Financial Services 24,864.0 $366K 0.01% NEW $14.71 +14.7%
370 EVLV EVOLV TECHNOLOGIES HLDNGS I Industrials 60,440.0 $366K 0.01% NEW $6.05 -0.8%
371 HNRG HALLADOR ENERGY COMPANY Energy 22,450.0 $365K 0.01% NEW $16.28 +9.2%
372 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 16,374.0 $364K 0.01% NEW $22.26 -11.4%
373 WK WORKIVA INC Technology 6,085.0 $363K 0.01% NEW $59.63 -18.6%
374 AKAM AKAMAI TECHNOLOGIES INC Technology 3,143.0 $361K 0.01% NEW $114.85 +27.3%
375 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 54,402.0 $361K 0.01% NEW $6.63 -11.5%
376 ABT ABBOTT LABS Healthcare 3,541.0 $360K 0.01% NEW $101.59 -13.6%
377 BROS DUTCH BROS INC Consumer Cyclical 7,092.0 $359K 0.01% NEW $50.66 +5.5%
378 PZZA PAPA JOHNS INTL INC Consumer Cyclical 11,084.0 $359K 0.01% NEW $32.41 -0.2%
379 UEC URANIUM ENERGY CORP Energy 26,613.0 $357K 0.01% NEW $13.43 -5.1%
380 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,629.0 $357K 0.01% NEW $135.78 -8.8%
Page 19 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%