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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 11 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,638 $485K 0.01% SOLD
202 WRB BERKLEY W R CORP Financial Services 6,839 $480K 0.01% SOLD
203 KC KINGSOFT CLOUD HLDGS LTD Technology 46,142 $477K 0.01% SOLD
204 NTRS NORTHERN TR CORP Financial Services 3,476 $475K 0.01% SOLD
205 VOO VANGUARD INDEX FDS 749 $470K 0.01% SOLD
206 FITB FIFTH THIRD BANCORP Financial Services 10,009 $469K 0.01% SOLD
207 OII OCEANEERING INTL INC Energy 19,171 $461K 0.01% SOLD
208 L LOEWS CORP Financial Services 4,340 $457K 0.01% SOLD
209 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,873 $455K 0.01% SOLD
210 IHI ISHARES TR 7,305 $454K 0.01% SOLD
211 HTH HILLTOP HOLDINGS INC Financial Services 13,360 $453K 0.01% SOLD
212 AIZ ASSURANT INC Financial Services 1,875 $452K 0.01% SOLD
213 FIBK FIRST INTST BANCSYSTEM INC Financial Services 13,017 $450K 0.01% SOLD
214 CORPAY INC 1,492 $449K 0.01% SOLD
215 MDB MONGODB INC Technology 1,059 $444K 0.01% SOLD
216 BLOCK INC 6,815 $444K 0.01% SOLD
217 TMUS T-MOBILE US INC Communication Services 2,211 $441K 0.01% SOLD
218 ACI ALBERTSONS COS INC Consumer Defensive 25,628 $440K 0.01% SOLD
219 VVV VALVOLINE INC Energy 15,068 $438K 0.01% SOLD
220 KEY KEYCORP Financial Services 21,252 $437K 0.01% SOLD
Page 11 of 31  ·  618 positions
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%