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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 30 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FG F&G ANNUITIES &LIFE INC Financial Services 7,983.0 $202K 0.00% NEW $25.32 +9.0%
582 NRGV ENERGY VAULT HOLDINGS INC Utilities 60,959.0 $201K 0.00% NEW $3.30 +52.4%
583 PCG PG&E CORP Utilities 11,535.0 $201K 0.00% NEW $17.44 -5.7%
584 ACAD ACADIA PHARMACEUTICALS INC Healthcare 8,993.0 $200K 0.00% NEW $22.26 -4.2%
585 NEO NEOGENOMICS INC Healthcare 26,890.0 $200K 0.00% NEW $7.42 +22.8%
586 OLMA OLEMA PHARMACEUTICALS INC Healthcare 13,376.0 $199K 0.00% NEW $14.91 -5.7%
587 QXO QXO INC Industrials 10,241.0 $199K 0.00% NEW $19.42 -11.3%
588 FA FIRST ADVANTAGE CORP NEW Industrials 16,829.0 $198K 0.00% NEW $11.76 +27.9%
589 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 10,502.0 $198K 0.00% NEW $18.83 +19.8%
590 CARS CARS COM INC Consumer Cyclical 24,221.0 $197K 0.00% NEW $8.12 +17.9%
591 ASAN ASANA INC Technology 30,529.0 $195K 0.00% NEW $6.40 -0.6%
592 INDI INDIE SEMICONDUCTOR INC Technology 60,472.0 $195K 0.00% NEW $3.22 +29.8%
593 EXTR EXTREME NETWORKS Technology 12,647.0 $191K 0.00% NEW $15.08 +58.5%
594 TALO TALOS ENERGY INC Energy 11,798.0 $186K 0.00% NEW $15.76 +2.8%
595 BBDC BARINGS BDC INC. Financial Services 22,578.0 $186K 0.00% NEW $8.23 +3.4%
596 FTRE FORTREA HLDGS INC Healthcare 19,565.0 $184K 0.00% NEW $9.42 +39.5%
597 ADTRAN HOLDINGS INC 14,600.0 $184K 0.00% NEW $12.58
598 UAMY UNITED STATES ANTIMONY CORP Basic Materials 20,630.0 $180K 0.00% NEW $8.73 -4.6%
599 BYD CO LTD 13,141.0 $179K 0.00% NEW $13.63
600 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 15,921.0 $177K 0.00% NEW $11.11 +6.8%
Page 30 of 33  ·  656 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 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%