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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 12 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DB DEUTSCHE BANK A G Financial Services 18,749.0 $558K 0.01% +9K +87.5% $29.78 +10.5%
222 MRK MERCK & CO INC Healthcare 4,666.0 $555K 0.01% +1K +46.1% $118.92 -2.6%
223 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,689.0 $551K 0.01% +5K +225.0% $82.33 -10.3%
224 DOC HEALTHPEAK PROPERTIES INC Real Estate 33,361.0 $548K 0.01% +5K +19.6% $16.43 +19.5%
225 FRSH FRESHWORKS INC Technology 68,211.0 $548K 0.01% +54K +378.8% $8.03 +13.0%
226 BCC BOISE CASCADE CO Basic Materials 7,205.0 $546K 0.01% +3K +64.0% $75.85 -11.5%
227 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,122.0 $538K 0.01% +806.0 +24.3% $130.45 -2.5%
228 COUR COURSERA INC Consumer Defensive 91,901.0 $535K 0.01% +75K +450.2% $5.82 -10.0%
229 NTNX NUTANIX INC Technology 14,044.0 $534K 0.01% +10K +250.6% $38.01 +17.6%
230 IBM PUT INTERNATIONAL BUSINESS MACHINE Technology 2,200.0 $533K 0.01% +100.0 +4.8% $242.39 +4.4%
231 MMM 3M CO Industrials 3,615.0 $525K 0.01% +2K +71.3% $145.23 +4.4%
232 KMX CARMAX INC Consumer Cyclical 12,547.0 $522K 0.01% +7K +121.9% $41.58 -6.4%
233 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 7,431.0 $515K 0.01% +2K +47.9% $69.37 +20.2%
234 SNPS SYNOPSYS INC Technology 1,318.0 $512K 0.01% +76.0 +6.1% $388.64 +28.4%
235 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 6,318.0 $511K 0.01% +718.0 +12.8% $80.94 +0.5%
236 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 13,617.0 $510K 0.01% +9K +183.5% $37.45 -0.8%
237 CHE CHEMED CORP NEW Healthcare 1,339.0 $506K 0.01% +48.0 +3.7% $377.74 +16.9%
238 AAL AMERICAN AIRLS GROUP INC Industrials 47,043.0 $505K 0.01% +35K +299.9% $10.74 +26.6%
239 GXO GXO LOGISTICS INCORPORATED Industrials 9,721.0 $504K 0.01% +2K +22.2% $51.85 -9.9%
240 INCY INCYTE CORP Healthcare 5,289.0 $498K 0.01% +2K +54.4% $94.12 +3.5%
Page 12 of 18  ·  341 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%