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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 12 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PINNACLE FINANCIAL PARTNERS INC 21,184.0 $1.8M 0.03% NEW $86.14
222 SIEMENS ENERGY AG SHS 12,778.0 $1.8M 0.03% -18K -58.5% $142.25
223 BSX PUT BOSTON SCIENTIFIC CORP Healthcare 28,600.0 $1.8M 0.03% NEW $62.75 -8.9%
224 NU NU HLDGS LTD Financial Services 124,761.0 $1.8M 0.03% -229K -64.7% $14.37 -8.4%
225 IE IVANHOE ELECTRIC INC Technology 151,196.0 $1.8M 0.03% +51K +51.2% $11.82 +3.7%
226 CHRD CHORD ENERGY CORPORATION Energy 12,527.0 $1.8M 0.03% NEW $142.18 +0.5%
227 MPC MARATHON PETE CORP Energy 7,251.0 $1.8M 0.03% +6K +457.8% $244.18 +1.7%
228 CVE CENOVUS ENERGY INC Energy 49,115.0 $1.8M 0.03% NEW $36.03 -15.9%
229 MFG MIZUHO FINANCIAL GROUP INC Financial Services 222,677.0 $1.8M 0.03% NEW $7.94 +16.8%
230 XLB SELECT SECTOR SPDR TR 35,336.0 $1.8M 0.03% +16K +81.1% $49.97 +0.1%
231 ILF ISHARES TR 49,484.0 $1.8M 0.02% NEW $35.52 -0.8%
232 BTG B2GOLD CORP Basic Materials 385,307.0 $1.7M 0.02% -65K -14.4% $4.53 +2.4%
233 EBAY EBAY INC. Consumer Cyclical 18,730.0 $1.7M 0.02% +10K +112.4% $90.58 +29.3%
234 DELL DELL TECHNOLOGIES INC Technology 10,311.0 $1.7M 0.02% +3K +37.1% $164.13 +54.1%
235 NEM NEWMONT CORP Basic Materials 15,656.0 $1.7M 0.02% -25K -61.4% $107.91 +0.4%
236 IRM IRON MTN INC DEL Real Estate 16,414.0 $1.7M 0.02% +12K +256.3% $102.14 +24.7%
237 C CITIGROUP INC Financial Services 14,666.0 $1.7M 0.02% -44K -75.2% $113.25 +10.5%
238 PRU PRUDENTIAL FINL INC Financial Services 17,000.0 $1.7M 0.02% +10K +131.7% $97.69 +5.7%
239 TSLL DIREXION DAILY TSLA BULL 2X SH 136,474.0 $1.7M 0.02% NEW $12.15 +21.2%
240 HSBC HSBC HLDGS PLC Financial Services 19,943.0 $1.6M 0.02% -17K -46.0% $82.49 +11.6%
Page 12 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%