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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 16 of 31  ·  618 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 SE SEA LTD Consumer Cyclical 2,232 $285K 0.01% SOLD
302 KDP KEURIG DR PEPPER INC Consumer Defensive 10,135 $284K 0.01% SOLD
303 HUBS HUBSPOT INC Technology 706 $283K 0.01% SOLD
304 INGERSOLL RAND INC 3,557 $282K 0.01% SOLD
305 TWLO TWILIO INC Communication Services 1,959 $279K 0.01% SOLD
306 FIVE FIVE BELOW INC Consumer Cyclical 1,477 $278K 0.01% SOLD
307 A AGILENT TECHNOLOGIES INC Healthcare 2,043 $278K 0.01% SOLD
308 GWW GRAINGER W W INC Industrials 275 $277K 0.01% SOLD
309 RKLB ROCKET LAB CORP Industrials 3,977 $277K 0.01% SOLD
310 SLON PROSHARES TR 19,612 $276K 0.01% SOLD
311 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 10,991 $275K 0.01% SOLD
312 JD JD.COM INC Consumer Cyclical 9,569 $275K 0.01% SOLD
313 CSGS CSG SYS INTL INC Technology 3,581 $275K 0.01% SOLD
314 AN AUTONATION INC Consumer Cyclical 1,330 $275K 0.01% SOLD
315 BY BYLINE BANCORP INC Financial Services 9,370 $273K 0.01% SOLD
316 CWEN CLEARWAY ENERGY INC Utilities 8,210 $273K 0.01% SOLD
317 SFIX STITCH FIX INC Consumer Cyclical 51,900 $272K 0.01% SOLD
318 NBHC NATIONAL BK HLDGS CORP Financial Services 7,105 $270K 0.01% SOLD
319 LBRDK LIBERTY BROADBAND CORP Communication Services 5,545 $269K 0.01% SOLD
320 WSBC WESBANCO INC Financial Services 8,081 $269K 0.01% SOLD
Page 16 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%