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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 43 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 GOLD GOLD COM INC Financial Services 8,173.0 $328K 0.01% NEW $40.08 +4.2%
842 LTM LATAM AIRLINES GROUP SA Industrials 6,605.0 $327K 0.01% NEW $49.44 +3.0%
843 SIBN SI-BONE INC Healthcare 25,844.0 $326K 0.01% NEW $12.63 +17.3%
844 STWD STARWOOD PPTY TR INC Real Estate 18,939.0 $326K 0.01% +7K +58.3% $17.22 -0.5%
845 CALX CALIX INC Technology 6,617.0 $324K 0.00% -6K -48.9% $48.99 -21.6%
846 NSIT INSIGHT ENTERPRISES INC Technology 4,817.0 $323K 0.00% NEW $67.01 +39.6%
847 ARDX ARDELYX INC Healthcare 53,820.0 $322K 0.00% NEW $5.99 +6.0%
848 APG API GROUP CORP Industrials 7,947.0 $322K 0.00% NEW $40.52 +2.4%
849 CBOE CBOE GLOBAL MKTS INC Financial Services 1,144.0 $322K 0.00% -2K -60.3% $281.07 +25.2%
850 ECG EVERUS CONSTR GROUP Industrials 2,718.0 $321K 0.00% NEW $118.06 +27.7%
851 LEIDOS HOLDINGS INC 2,061.0 $321K 0.00% NEW $155.52
852 RL RALPH LAUREN CORP Consumer Cyclical 928.0 $319K 0.00% -164.0 -15.0% $343.99 -4.3%
853 LANDBRIDGE COMPANY LLC 4,620.0 $319K 0.00% NEW $69.05
854 WM WASTE MANAGEMENT INC Industrials 1,385.0 $318K 0.00% -396.0 -22.2% $229.79 -4.4%
855 XENE XENON PHARMACEUTICALS INC Healthcare 5,461.0 $318K 0.00% NEW $58.15 -6.0%
856 UVV UNIVERSAL CORP VA Consumer Defensive 6,025.0 $318K 0.00% NEW $52.70 +4.0%
857 VECO VEECO INSTRS INC DEL Technology 9,348.0 $317K 0.00% NEW $33.86 +67.3%
858 AVA AVISTA CORP Utilities 7,876.0 $316K 0.00% +633.0 +8.7% $40.14 +1.9%
859 BCO BRINKS CO Industrials 3,050.0 $316K 0.00% NEW $103.63 +1.1%
860 PZZA CALL PAPA JOHNS INTL INC Consumer Cyclical 9,700.0 $314K 0.00% -9K -49.0% $32.41 -0.2%
Page 43 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%