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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 50 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 HAFC HANMI FINL CORP Financial Services 9,697.0 $256K 0.00% NEW $26.36 +15.0%
982 FAST FASTENAL CO Industrials 5,485.0 $255K 0.00% -2K -30.4% $46.40 -6.2%
983 TEX TEREX CORP NEW Industrials 4,281.0 $253K 0.00% NEW $59.10 -2.5%
984 TALK TALKSPACE INC Healthcare 48,742.0 $252K 0.00% NEW $5.17 +0.3%
985 RRR RED ROCK RESORTS INC Consumer Cyclical 4,725.0 $252K 0.00% NEW $53.36 -1.7%
986 GOGO GOGO INC Communication Services 62,688.0 $252K 0.00% +33K +111.8% $4.02 -0.5%
987 NDAQ NASDAQ INC Financial Services 3,048.0 $252K 0.00% -7K -69.5% $82.58 +9.5%
988 WAY WAYSTAR HLDG CORP Technology 10,435.0 $252K 0.00% NEW $24.11 -20.3%
989 INTC CALL INTEL CORP Technology 5,700.0 $252K 0.00% NEW $44.13 +168.5%
990 RJF RAYMOND JAMES FINANCIAL INC Financial Services 1,737.0 $252K 0.00% -2K -50.3% $144.79 +5.0%
991 SLDP SOLID POWER INC Industrials 83,572.0 $251K 0.00% +55K +191.1% $3.00 -7.7%
992 GTM ZOOMINFO TECHNOLOGIES INC Technology 41,791.0 $250K 0.00% +29K +225.6% $5.98 -40.3%
993 MAR MARRIOTT INTERNATIONAL Consumer Cyclical 763.0 $248K 0.00% -2K -72.6% $325.42 +13.9%
994 XLY SELECT SECTOR SPDR TR 2,278.0 $248K 0.00% -7K -74.9% $108.98 +8.9%
995 HFWA HERITAGE FINL CORP WASH Financial Services 9,519.0 $247K 0.00% NEW $26.00 +4.4%
996 CSWC CAPITAL SOUTHWEST CORP Financial Services 11,165.0 $247K 0.00% NEW $22.12 +4.3%
997 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 17,679.0 $247K 0.00% +7K +65.1% $13.96 +8.9%
998 OIS OIL STS INTL INC Energy 21,183.0 $247K 0.00% NEW $11.64 -23.7%
999 SKYW SKYWEST INC Industrials 2,679.0 $246K 0.00% +409.0 +18.0% $91.83 -9.3%
1000 AMTM AMENTUM HOLDINGS INC Industrials 9,412.0 $245K 0.00% NEW $26.08 -11.2%
Page 50 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%