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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 25 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 UTZ UTZ BRANDS INC Consumer Defensive 34,319.0 $272K 0.00% NEW $7.92 -2.5%
482 HTBK HERITAGE COMM CORP Financial Services 21,748.0 $271K 0.00% NEW $12.48 +7.8%
483 LC LENDINGCLUB CORP Financial Services 18,787.0 $269K 0.00% NEW $14.32 +10.1%
484 SBRA SABRA HEALTH CARE REIT INC Real Estate 13,939.0 $268K 0.00% NEW $19.23 +9.5%
485 CALL VENTURE GLOBAL INC 17,000.0 $268K 0.00% NEW $15.76
486 PFLT PENNANTPARK FLOATING RATE CA Financial Services 33,205.0 $267K 0.00% NEW $8.04 +3.1%
487 HRI HERC HOLDINGS INC Industrials 2,671.0 $266K 0.00% NEW $99.55 +30.2%
488 PL PLANET LABS PBC Industrials 9,461.0 $264K 0.00% NEW $27.95 +52.6%
489 THEMES ETF TR 111,343.0 $264K 0.00% NEW $2.37
490 SEDG SOLAREDGE TECHNOLOGIES INC Energy 5,147.0 $263K 0.00% NEW $51.05 +10.1%
491 FANG DIAMONDBACK ENERGY INC Energy 1,336.0 $260K 0.00% NEW $194.79 +3.2%
492 DNUT KRISPY KREME INC Consumer Defensive 76,417.0 $259K 0.00% NEW $3.39 -1.8%
493 DD DUPONT DE NEMOURS INC Basic Materials 5,650.0 $259K 0.00% NEW $45.80 +2.9%
494 MTG MGIC INVT CORP WIS Financial Services 9,833.0 $258K 0.00% NEW $26.25 -0.3%
495 SKYT SKYWATER TECHNOLOGY INC Technology 9,385.0 $257K 0.00% NEW $27.41 +28.2%
496 IDXX IDEXX LABS INC Healthcare 463.0 $257K 0.00% NEW $555.31 -0.4%
497 NJR NEW JERSEY RES CORP Utilities 4,655.0 $256K 0.00% NEW $54.92 +4.1%
498 HAFC HANMI FINL CORP Financial Services 9,697.0 $256K 0.00% NEW $26.36 +15.0%
499 TEX TEREX CORP NEW Industrials 4,281.0 $253K 0.00% NEW $59.10 -2.5%
500 TALK TALKSPACE INC Healthcare 48,742.0 $252K 0.00% NEW $5.17 +0.3%
Page 25 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%