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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 32 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TWO HBRS INVT CORP 11,375.0 $130K 0.00% NEW $11.42
622 TWI TITAN INTL INC ILL Industrials 18,504.0 $128K 0.00% NEW $6.91 +2.5%
623 ULCC FRONTIER GROUP HLDGS INC Industrials 35,858.0 $127K 0.00% NEW $3.53 +30.6%
624 FULC FULCRUM THERAPEUTICS INC Healthcare 16,414.0 $126K 0.00% NEW $7.67 -18.6%
625 RUM RUMBLE INC Technology 24,405.0 $124K 0.00% NEW $5.10 +43.3%
626 ADMA ADMA BIOLOGICS INC Healthcare 13,387.0 $121K 0.00% NEW $9.01 -5.8%
627 FWRG FIRST WATCH RESTAURANT GROU Consumer Cyclical 10,854.0 $114K 0.00% NEW $10.48 +1.6%
628 ADT ADT INC DEL Industrials 17,125.0 $113K 0.00% NEW $6.57 +4.9%
629 ATAI BECKLEY NV 29,045.0 $103K 0.00% NEW $3.54
630 CTMX CYTOMX THERAPEUTICS INC Healthcare 21,803.0 $102K 0.00% NEW $4.70 -20.1%
631 RDW REDWIRE CORPORATION Industrials 11,482.0 $98K 0.00% NEW $8.50 +62.4%
632 TMQ TRILOGY METALS INC NEW Basic Materials 25,081.0 $90K 0.00% NEW $3.59 +8.9%
633 RXRX RECURSION PHARMACEUTICALS IN Healthcare 28,520.0 $88K 0.00% NEW $3.07 -4.2%
634 LITHIUM AMERS CORP NEW 21,954.0 $87K 0.00% NEW $3.95
635 NIOCORP DEVS LTD 18,455.0 $82K 0.00% NEW $4.46
636 CCC CCC INTELLIGENT SOLUTIONS HL Technology 13,582.0 $81K 0.00% NEW $6.00 -27.1%
637 DNN DENISON MINES CORP Energy 21,188.0 $75K 0.00% NEW $3.53 -10.2%
638 RCKT ROCKET PHARMACEUTICALS INC Healthcare 20,488.0 $73K 0.00% NEW $3.58 -18.4%
639 ENIC ENEL CHILE S.A. Utilities 18,522.0 $73K 0.00% NEW $3.94 +10.4%
640 PGEN PRECIGEN INC Healthcare 18,664.0 $72K 0.00% NEW $3.87 +7.1%
Page 32 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%