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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 38 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PERIMETER SOLUTIONS INC 16,133.0 $394K 0.01% NEW $24.42
742 LBRT LIBERTY OILFIELD SERVICES INC Energy 13,669.0 $394K 0.01% NEW $28.80 +14.2%
743 GGLL DIREXION SHS ETF TR 5,037.0 $393K 0.01% NEW $78.05 +76.5%
744 PEP PEPSICO INC Consumer Defensive 2,579.0 $393K 0.01% -3K -55.3% $152.32 -2.3%
745 BMO BANK MONTREAL QUE Financial Services 2,082.0 $392K 0.01% NEW $188.42 -15.2%
746 SONO SONOS INC Technology 29,220.0 $392K 0.01% NEW $13.40 +12.1%
747 MELI MERCADOLIBRE INC Consumer Cyclical 230.0 $390K 0.01% -362.0 -61.1% $1697.06 -1.1%
748 BCH BANCO DE CHILE Financial Services 10,537.0 $390K 0.01% NEW $37.04 +1.9%
749 MTRN MATERION CORP Basic Materials 2,698.0 $390K 0.01% NEW $144.65 +45.3%
750 XP XP INC Financial Services 20,477.0 $390K 0.01% -9K -29.6% $19.04 -7.1%
751 DT DYNATRACE INC Technology 10,540.0 $390K 0.01% +5K +87.6% $36.98 +5.9%
752 PRVA PRIVIA HEALTH GROUP INC Healthcare 18,947.0 $390K 0.01% NEW $20.57 +12.7%
753 EBC EASTERN BANKSHARES INC Financial Services 19,830.0 $388K 0.01% -17K -46.3% $19.56 +1.5%
754 BURL BURLINGTON STORES INC Consumer Cyclical 1,192.0 $388K 0.01% -601.0 -33.5% $325.38 -2.9%
755 PBR PETROLEO BRASILEIRO SA PETRO Energy 18,551.0 $385K 0.01% -185K -90.9% $20.75 -3.5%
756 KR KROGER CO Consumer Defensive 5,315.0 $385K 0.01% -3K -34.7% $72.36 -7.3%
757 FSS FEDERAL SIGNAL CORP Industrials 3,544.0 $383K 0.01% NEW $108.14 +3.2%
758 ITW ILLINOIS TOOL WKS INC Industrials 1,471.0 $383K 0.01% -177.0 -10.7% $260.29 -4.0%
759 RKT ROCKET COS INC Financial Services 26,848.0 $383K 0.01% +14K +112.1% $14.25 -4.4%
760 KTB KONTOOR BRANDS INC Consumer Cyclical 5,438.0 $382K 0.01% NEW $70.29 -1.3%
Page 38 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%