BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener Research
Sign in Register
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 7 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SEADRILL LTD 21,844.0 $994K 0.01% NEW $45.50
122 ATKR ATKORE INTERNATIONAL GROUP INC Industrials 16,808.0 $990K 0.01% NEW $58.91 +29.3%
123 KRC KILROY RLTY CORP Real Estate 34,801.0 $982K 0.01% NEW $28.21 +21.0%
124 AEP AMERICAN ELEC PWR CO INC Utilities 7,385.0 $968K 0.01% NEW $131.05 -1.1%
125 KBH KB HOME Consumer Cyclical 18,608.0 $963K 0.01% NEW $51.75 -7.2%
126 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 6,300.0 $961K 0.01% NEW $152.51 +8.8%
127 EWZ ISHARES INC 25,000.0 $960K 0.01% NEW $38.39 -3.6%
128 RIG TRANSOCEAN LTD Energy 144,458.0 $958K 0.01% NEW $6.63 +10.7%
129 NEBIUS GROUP N.V. 9,206.0 $955K 0.01% NEW $103.76
130 SLVM SYLVAMO CORP Basic Materials 22,127.0 $935K 0.01% NEW $42.24 -11.6%
131 ORC ORCHID IS CAP INC Real Estate 132,488.0 $931K 0.01% NEW $7.03 -2.8%
132 HBM HUDBAY MINERALS INC Basic Materials 44,466.0 $929K 0.01% NEW $20.90 +18.4%
133 OUTFRONT MEDIA INC 34,835.0 $923K 0.01% NEW $26.50
134 OHI OMEGA HEALTHCARE INVS INC Real Estate 21,010.0 $921K 0.01% NEW $43.82 +10.1%
135 XPEV XPENG INC Consumer Cyclical 52,634.0 $901K 0.01% NEW $17.11 -11.5%
136 EQT EQT CORP Energy 14,132.0 $899K 0.01% NEW $63.64 -9.3%
137 UMC UNITED MICROELECTRONICS COR Technology 98,977.0 $889K 0.01% NEW $8.98 +95.5%
138 IBM INTERNATIONAL BUSINESS MACHINE Technology 3,667.0 $886K 0.01% NEW $241.55 +4.7%
139 RTO RENTOKIL INITIAL PLC Industrials 27,883.0 $878K 0.01% NEW $31.48 +1.5%
140 ANNALY CAPITAL MANAGEMENT IN 41,352.0 $875K 0.01% NEW $21.15
Page 7 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%