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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 2 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECH CALL ISHARES MSCI CHILE ETF 246,400.0 $9.8M 0.14% NEW $39.76 +2.1%
22 RIO CALL RIO TINTO PLC Basic Materials 100,000.0 $9.3M 0.13% NEW $93.29 +8.2%
23 KWEB CALL KRANESH CSI CHINA INTERNET 320,000.0 $9.1M 0.13% NEW $28.43 -1.1%
24 GEV PUT GE VERNOVA INC Utilities 10,300.0 $9.0M 0.12% NEW $872.90 +15.9%
25 NXPI PUT NXP SEMICONDUCTORS N V Technology 45,000.0 $8.9M 0.12% NEW $196.86 +49.5%
26 EMB ISHARES TR 85,755.0 $8.1M 0.11% NEW $93.93 +1.1%
27 WIX WIX COM LTD Technology 87,877.0 $7.9M 0.11% NEW $90.07 -40.7%
28 SLV ISHARES SILVER TR Financial Services 112,818.0 $7.7M 0.11% NEW $68.14 +0.9%
29 EWW CALL ISHARES INC 100,000.0 $7.5M 0.10% NEW $75.23 +4.3%
30 LMT LOCKHEED MARTIN CORP Industrials 10,320.0 $6.2M 0.09% NEW $603.67 -12.8%
31 EQIX EQUINIX INC Real Estate 6,280.0 $6.2M 0.09% NEW $980.24 +7.0%
32 URTH ISHARES INC 31,522.0 $5.7M 0.08% NEW $180.02 +11.9%
33 VLO VALERO ENERGY CORP Energy 21,226.0 $5.2M 0.07% NEW $247.00 +6.3%
34 PSX PHILLIPS 66 Energy 27,748.0 $5.1M 0.07% NEW $182.13 +0.1%
35 NWSA NEWS CORP NEW Communication Services 183,183.0 $4.6M 0.06% NEW $24.93 +5.3%
36 NXPI NXP SEMICONDUCTORS N V Technology 21,394.0 $4.2M 0.06% NEW $196.86 +49.5%
37 DLR DIGITAL RLTY TR INC Real Estate 21,222.0 $3.8M 0.05% NEW $180.21 +3.4%
38 SNAP CALL SNAP INC Communication Services 780,800.0 $3.6M 0.05% NEW $4.60 +20.7%
39 EQNR CALL EQUINOR ASA Energy 84,800.0 $3.6M 0.05% NEW $42.20 -3.3%
40 SPG SIMON PPTY GROUP INC NEW Real Estate 19,146.0 $3.6M 0.05% NEW $186.53 +7.7%
Page 2 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%