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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 20 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 STM STMICROELECTRONICS N V Technology 26,960.0 $699K 0.02% NEW $25.94 +136.0%
382 VALE VALE S A Basic Materials 53,642.0 $699K 0.02% NEW $13.03 +25.5%
383 CRM SALESFORCE INC Technology 2,636.0 $698K 0.02% NEW $264.84 -33.4%
384 WPC WP CAREY INC Real Estate 10,835.0 $697K 0.02% NEW $64.36 +16.5%
385 ZTO ZTO EXPRESS CAYMAN INC Industrials 33,153.0 $693K 0.02% NEW $20.89 +11.2%
386 CALX CALIX INC Technology 12,959.0 $686K 0.02% NEW $52.93 -27.4%
387 TCBI TEXAS CAP BANCSHARES INC Financial Services 7,546.0 $683K 0.02% NEW $90.54 +9.1%
388 EBC EASTERN BANKSHARES INC Financial Services 36,953.0 $681K 0.02% NEW $18.43 +7.7%
389 MSCI MSCI INC Financial Services 1,185.0 $680K 0.02% NEW $573.73 +1.5%
390 ASB ASSOCIATED BANC CORP Financial Services 26,289.0 $677K 0.02% NEW $25.76 +8.9%
391 CDNS CADENCE DESIGN SYSTEM INC Technology 2,173.0 $676K 0.02% NEW $311.00 +15.3%
392 BANC BANC OF CALIFORNIA INC Financial Services 34,721.0 $670K 0.02% NEW $19.29 -2.5%
393 NFLX PUT NETFLIX INC Communication Services 7,100.0 $666K 0.02% NEW $93.76 -4.8%
394 EWD ISHARES INC 13,508.0 $665K 0.02% NEW $49.23 +6.1%
395 TBBK BANCORP INC DEL Financial Services 9,677.0 $653K 0.02% NEW $67.52 -18.7%
396 VRT VERTIV HOLDINGS CO Industrials 4,021.0 $651K 0.02% NEW $162.01 +94.8%
397 CRK CALL COMSTOCK RES INC Energy 27,800.0 $644K 0.02% NEW $23.18 -39.1%
398 XRT SPDR SERIES TRUST 7,543.0 $643K 0.02% NEW $85.29 -4.1%
399 TME TENCENT MUSIC ENTMT GROUP Communication Services 36,644.0 $642K 0.02% NEW $17.53 -47.8%
400 GBCI GLACIER BANCORP INC NEW Financial Services 14,481.0 $638K 0.02% NEW $44.05 +8.5%
Page 20 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%