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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 40 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FIRST HAWAIIAN INC 14,888.0 $367K 0.01% -5K -25.8% $24.64
782 AYI ACUITY INC Industrials 1,309.0 $367K 0.01% NEW $280.22 +0.3%
783 TRGP TARGA RESOURCES CORP Energy 1,462.0 $367K 0.01% NEW $250.73 +8.0%
784 TRIN TRINITY CAP INC Financial Services 24,864.0 $366K 0.01% NEW $14.71 +14.7%
785 EVLV EVOLV TECHNOLOGIES HLDNGS I Industrials 60,440.0 $366K 0.01% NEW $6.05 -0.8%
786 HNRG HALLADOR ENERGY COMPANY Energy 22,450.0 $365K 0.01% NEW $16.28 +9.2%
787 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 16,374.0 $364K 0.01% NEW $22.26 -11.4%
788 APPN APPIAN CORP Technology 15,116.0 $364K 0.01% +9K +144.7% $24.11 -12.3%
789 WK WORKIVA INC Technology 6,085.0 $363K 0.01% NEW $59.63 -18.6%
790 WAT WATERS CORP Healthcare 1,218.0 $363K 0.01% +67.0 +5.8% $297.80 +14.6%
791 AKAM AKAMAI TECHNOLOGIES INC Technology 3,143.0 $361K 0.01% NEW $114.85 +27.3%
792 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 54,402.0 $361K 0.01% NEW $6.63 -11.5%
793 RITM RITHM CAPITAL CORP Real Estate 38,023.0 $360K 0.01% +27K +250.0% $9.48 -2.2%
794 ABT ABBOTT LABS Healthcare 3,541.0 $360K 0.01% NEW $101.59 -13.6%
795 BROS DUTCH BROS INC Consumer Cyclical 7,092.0 $359K 0.01% NEW $50.66 +5.5%
796 PZZA PAPA JOHNS INTL INC Consumer Cyclical 11,084.0 $359K 0.01% NEW $32.41 -0.2%
797 WSFS WSFS FINL CORP Financial Services 5,478.0 $359K 0.01% -402.0 -6.8% $65.46 +9.7%
798 UEC URANIUM ENERGY CORP Energy 26,613.0 $357K 0.01% NEW $13.43 -5.1%
799 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,629.0 $357K 0.01% NEW $135.78 -8.8%
800 OKLO OKLO INC Utilities 7,154.0 $355K 0.01% NEW $49.59 +31.3%
Page 40 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%