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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 24 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CBRE CBRE GROUP INC Real Estate 3,152.0 $507K 0.01% NEW $160.79 -18.5%
462 ETN EATON CORP PLC Industrials 1,589.0 $506K 0.01% NEW $318.51 +19.8%
463 ALKT CALL ALKAMI TECHNOLOGY INC Technology 21,900.0 $505K 0.01% NEW $23.07 -26.9%
464 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,563.0 $503K 0.01% NEW $76.67 +12.6%
465 NIC NICOLET BANKSHARES INC Financial Services 4,136.0 $502K 0.01% NEW $121.30 +17.3%
466 APARTMENT INVT & MGMT CO 84,171.0 $500K 0.01% NEW $5.94
467 RBLX ROBLOX CORP Technology 6,168.0 $500K 0.01% NEW $81.03 -43.5%
468 LNG CHENIERE ENERGY INC Energy 2,568.0 $499K 0.01% NEW $194.39 +23.7%
469 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,646.0 $498K 0.01% NEW $88.21 +16.6%
470 ARES ARES MANAGEMENT CORPORATION Financial Services 3,074.0 $497K 0.01% NEW $161.63 -23.3%
471 GILD GILEAD SCIENCES INC Healthcare 4,024.0 $494K 0.01% NEW $122.74 +6.3%
472 TZA DIREXION DLY SM CAP BEAR 3X 65,495.0 $492K 0.01% NEW $7.51 -37.5%
473 EETH PROSHARES TR 13,187.0 $491K 0.01% NEW $37.20 -29.4%
474 DVA DAVITA INC Healthcare 4,290.0 $487K 0.01% NEW $113.61 +74.9%
475 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,638.0 $485K 0.01% NEW $184.02 +7.1%
476 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 5,540.0 $484K 0.01% NEW $87.42 -23.1%
477 WRB BERKLEY W R CORP Financial Services 6,839.0 $480K 0.01% NEW $70.12 -2.7%
478 INSM INSMED INC Healthcare 2,744.0 $478K 0.01% NEW $174.04 -37.1%
479 KC KINGSOFT CLOUD HLDGS LTD Technology 46,142.0 $477K 0.01% NEW $10.34 +31.8%
480 XP XP INC Financial Services 29,079.0 $476K 0.01% NEW $16.37 +8.1%
Page 24 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%