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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 6 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLV CALL ISHARES SILVER TR Financial Services 17,700.0 $1.2M 0.02% NEW $68.14 -0.8%
102 SO THE SOUTHERN COMPANY Utilities 12,258.0 $1.2M 0.02% NEW $96.52 -3.4%
103 YUMC YUM CHINA HOLDINGS INC Consumer Cyclical 23,907.0 $1.2M 0.02% NEW $48.78 -8.8%
104 AGG ISHARES TR 11,733.0 $1.2M 0.02% NEW $99.27 -1.3%
105 PANW PUT PALO ALTO NETWORKS Technology 7,200.0 $1.2M 0.02% NEW $160.32 +56.1%
106 BAP CREDICORP LTD Financial Services 3,231.0 $1.1M 0.01% NEW $339.18 -2.4%
107 LUV PUT SOUTHWEST AIRLS CO Industrials 29,000.0 $1.1M 0.01% NEW $37.57 +3.8%
108 ENTERGY CORP NEW 9,627.0 $1.1M 0.01% NEW $112.36
109 PAGP PLAINS GP HLDGS L P Energy 44,463.0 $1.1M 0.01% NEW $24.28 +4.4%
110 LUV SOUTHWEST AIRLS CO Industrials 28,592.0 $1.1M 0.01% NEW $37.57 +3.8%
111 TSEM CALL TOWER SEMICONDUCTOR LTD Technology 6,000.0 $1.1M 0.01% NEW $175.48 +50.9%
112 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 29,185.0 $1.1M 0.01% NEW $36.04 -7.1%
113 AER AERCAP HOLDINGS NV Industrials 7,604.0 $1.0M 0.01% NEW $137.18 +1.0%
114 NVO NOVO-NORDISK A S Healthcare 28,275.0 $1.0M 0.01% NEW $36.75 +19.4%
115 YPF CALL YPF SOCIEDAD ANONIMA Energy 22,400.0 $1.0M 0.01% NEW $46.22 +4.4%
116 EVRG EVERGY INC Utilities 12,629.0 $1.0M 0.01% NEW $81.92 +1.2%
117 WFRD WEATHERFORD INTL PLC Energy 10,876.0 $1.0M 0.01% NEW $94.58 +17.9%
118 XLU SELECT SECTOR SPDR TR 21,899.0 $1.0M 0.01% NEW $45.89 -3.0%
119 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,156.0 $999K 0.01% NEW $463.19 +7.4%
120 RRC RANGE RES CORP Energy 22,037.0 $996K 0.01% NEW $45.18 -6.5%
Page 6 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%