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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 46 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MJ CALL AMPLIFY ETF TR 12,900.0 $297K 0.00% NEW $23.02 +11.6%
902 HCI HCI GROUP INC Financial Services 1,916.0 $296K 0.00% NEW $154.61 +2.5%
903 FERG FERGUSON ENTERPRISES INC Industrials 1,266.0 $295K 0.00% -657.0 -34.2% $233.26 -4.1%
904 POWL POWELL INDS INC Industrials 545.0 $295K 0.00% NEW $541.08 -49.9%
905 C CALL CITIGROUP INC Financial Services 2,600.0 $295K 0.00% NEW $113.41 +10.4%
906 AMR ALPHA METALLURGICAL RES INC Energy 1,436.0 $295K 0.00% -8K -84.5% $205.27 -16.1%
907 MVLL GRANITESHARES ETF TR 11,342.0 $294K 0.00% NEW $25.91 +240.9%
908 BLUE OWL CAPITAL CORPORATIO 26,565.0 $294K 0.00% NEW $11.06
909 ABBV ABBVIE INC Healthcare 1,353.0 $293K 0.00% NEW $216.92 -1.1%
910 VST VISTRA CORP Utilities 1,948.0 $293K 0.00% -4K -68.5% $150.33 -4.2%
911 HUT 8 CORP 5,849.0 $293K 0.00% NEW $50.04
912 BDX BECTON DICKINSON & CO Healthcare 1,858.0 $292K 0.00% +484.0 +35.2% $157.23 -7.0%
913 PRK PARK NATL CORP Financial Services 1,785.0 $292K 0.00% -2K -48.7% $163.45 +3.2%
914 TDS TELEPHONE & DATA SYS INC Communication Services 6,917.0 $291K 0.00% NEW $42.10 -1.2%
915 WBD PUT WARNER BROS DISCOVERY INC Communication Services 10,600.0 $291K 0.00% NEW $27.46 -0.1%
916 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 875.0 $289K 0.00% -1K -57.1% $330.60 -9.1%
917 EQNR EQUINOR ASA Energy 6,796.0 $287K 0.00% -12K -64.2% $42.20 -8.4%
918 WDFC WD 40 CO Basic Materials 1,403.0 $286K 0.00% +124.0 +9.7% $203.94 +2.0%
919 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 120,727.0 $286K 0.00% NEW $2.37 +1.3%
920 NET CLOUDFLARE INC Technology 1,383.0 $285K 0.00% -2K -52.9% $206.34 +3.1%
Page 46 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%