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Portfolio (Quarterly) Guide ↗

DRW Securities, LLC

· CIK 0001481986
13F Portfolio $3.8B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1204 New
Page 1 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM PUT ISHARES RUSSELL 2000 INDEX ETF 2,864,500.0 $705.1M 18.65% NEW $246.16 +14.8%
2 QQQ PUT INVESCO QQQ TR Financial Services 536,400.0 $329.5M 8.71% NEW $614.31 +16.3%
3 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 3,565,000.0 $177.0M 4.68% NEW $49.65 -11.4%
4 HYG PUT ISHARES TR 1,554,000.0 $125.3M 3.31% NEW $80.63 -0.9%
5 ASML PUT ASML HOLDING N V Technology 99,000.0 $105.9M 2.80% NEW $1069.86 +48.8%
6 TSLA CALL TESLA INC Consumer Cyclical 170,600.0 $76.7M 2.03% NEW $449.72 -7.2%
7 TSLA PUT TESLA INC Consumer Cyclical 168,600.0 $75.8M 2.00% NEW $449.72 -7.2%
8 GDX CALL VANECK ETF TRUST 700,000.0 $60.0M 1.59% NEW $85.77 +0.3%
9 AAPL PUT APPLE INC Technology 183,700.0 $49.9M 1.32% NEW $271.86 +12.2%
10 PUT ASTRAZENECA PLC 542,000.0 $49.8M 1.32% NEW $91.93
11 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 982,000.0 $48.8M 1.29% NEW $49.65 -11.4%
12 GLD SPDR GOLD TR Financial Services 99,098.0 $39.3M 1.04% NEW $396.31 +5.2%
13 EWT ISHARES INC 601,395.0 $38.2M 1.01% NEW $63.53 +48.7%
14 IBIT ISHARES BITCOIN TRUST ETF Financial Services 740,959.0 $36.8M 0.97% NEW $49.65 -11.4%
15 SPY CALL SPDR S&P 500 ETF TR Financial Services 53,000.0 $36.1M 0.96% NEW $681.92 +8.9%
16 QCOM PUT QUALCOMM INC Technology 198,700.0 $34.0M 0.90% NEW $171.05 +18.4%
17 IWM CALL ISHARES RUSSELL 2000 INDEX ETF 137,500.0 $33.8M 0.90% NEW $246.16 +14.8%
18 CALL ASTRAZENECA PLC 349,500.0 $32.1M 0.85% NEW $91.93
19 INDA ISHARES TR 578,179.0 $31.3M 0.83% NEW $54.05 -11.1%
20 IXUS ISHARES TR 358,471.0 $30.3M 0.80% NEW $84.64 +12.4%
Page 1 of 61  ·  1,204 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 45.3%
Technology 14.4%
Consumer Cyclical 12.0%
Basic Materials 6.7%
Healthcare 5.3%
Consumer Defensive 4.0%
Energy 4.0%
Industrials 3.2%
Communication Services 2.6%
Real Estate 1.8%