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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 11 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HON HONEYWELL INTL INC Industrials 9,487.0 $2.1M 0.03% +7K +305.8% $226.03 -1.0%
202 CVX CHEVRON CORP NEW Energy 10,361.0 $2.1M 0.03% NEW $206.55 -7.5%
203 BSX BOSTON SCIENTIFIC CORP Healthcare 33,916.0 $2.1M 0.03% +29K +629.5% $62.73 -8.9%
204 BTI BRITISH AMERN TOB PLC Consumer Defensive 36,257.0 $2.1M 0.03% -12K -24.3% $58.47 +12.4%
205 HBAN HUNTINGTON BANCSHARES INC Financial Services 135,000.0 $2.1M 0.03% +56K +70.7% $15.65 +1.3%
206 SOXX ISHARES TR 6,401.0 $2.1M 0.03% NEW $328.66 +59.8%
207 CENX CENTURY ALUM CO Basic Materials 34,884.0 $2.0M 0.03% NEW $58.69 +3.0%
208 CCI CROWN CASTLE INC Real Estate 24,917.0 $2.0M 0.03% +22K +874.5% $81.31 +13.2%
209 UAA UNDER ARMOUR INC-CLASS A Consumer Cyclical 338,783.0 $2.0M 0.03% +277K +450.1% $5.91 -12.9%
210 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 117,772.0 $2.0M 0.03% -41K -25.7% $16.97 +14.2%
211 ESGE ISHARES INC ISHARES ESG AWARE 43,732.0 $2.0M 0.03% -149K -77.3% $45.47 +15.8%
212 TSM CALL TAIWAN SEMICONDUCTOR MANUFACTU Technology 5,800.0 $2.0M 0.03% NEW $337.95 +18.8%
213 DOCU PUT DOCUSIGN INC Technology 41,300.0 $2.0M 0.03% NEW $47.41 +3.3%
214 TON STRATEGY CO 788,644.0 $1.9M 0.03% -22K -2.6% $2.47
215 MU MICRON TECHNOLOGY INC Technology 5,750.0 $1.9M 0.03% -430.0 -7.0% $337.84 +125.6%
216 BA PUT BOEING CO Industrials 9,700.0 $1.9M 0.03% +4K +67.2% $199.03 +10.3%
217 BERKSHIRE HATHAWAY INC DEL 4,029.0 $1.9M 0.03% -6K -60.6% $478.27
218 TGT CALL TARGET CORP Consumer Defensive 15,500.0 $1.9M 0.03% -156K -90.9% $121.20 +0.9%
219 CORZ CALL CORE SCIENTIFIC INC NEW Technology 125,000.0 $1.9M 0.03% NEW $14.96 +65.9%
220 DTE DTE ENERGY CO Utilities 12,544.0 $1.8M 0.03% +11K +701.0% $146.22 -1.7%
Page 11 of 63  ·  1,242 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%