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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 35 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SOLV SOLVENTUM CORP Healthcare 3,767.0 $298K 0.01% NEW $79.24 -3.9%
682 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 11,317.0 $298K 0.01% NEW $26.37 -37.2%
683 DCH PUT AMERICAN AXLE & MFG HLDGS IN Industrials 46,500.0 $298K 0.01% NEW $6.41 -4.1%
684 PODD INSULET CORP Healthcare 1,044.0 $297K 0.01% NEW $284.24 -44.9%
685 KHC KRAFT HEINZ CO Consumer Defensive 12,214.0 $296K 0.01% NEW $24.25 -2.9%
686 URBN URBAN OUTFITTERS INC Consumer Cyclical 3,925.0 $295K 0.01% NEW $75.26 -4.8%
687 FCF FIRST COMWLTH FINL CORP PA Financial Services 17,519.0 $295K 0.01% NEW $16.86 +11.2%
688 NINTENDO LTD ADR 17,495.0 $295K 0.01% NEW $16.86
689 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,672.0 $295K 0.01% NEW $80.30 -2.3%
690 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 4,803.0 $294K 0.01% NEW $61.27 -39.4%
691 NTRA NATERA INC Healthcare 1,284.0 $294K 0.01% NEW $229.09 -11.1%
692 AMBA AMBARELLA INC Technology 4,149.0 $294K 0.01% NEW $70.84 +18.1%
693 HEARTSCIENCES INC 95,065.0 $294K 0.01% NEW $3.09
694 DEA EASTERLY GOVT PPTYS INC Real Estate 13,786.0 $292K 0.01% NEW $21.19 +12.7%
695 WKC WORLD KINECT CORPORATION Energy 12,450.0 $292K 0.01% NEW $23.43 +24.2%
696 WWD WOODWARD INC Industrials 961.0 $291K 0.01% NEW $302.32 +17.9%
697 BCS CALL BARCLAYS PLC Financial Services 11,400.0 $290K 0.01% NEW $25.45 -5.8%
698 SPXL DIREXION DAILY S&P 500 BULL 1,314.0 $290K 0.01% NEW $220.61 +22.5%
699 VCR VANGUARD WORLD FD 731.0 $288K 0.01% NEW $393.92 -0.3%
700 LEN LENNAR CORP Consumer Cyclical 2,801.0 $288K 0.01% NEW $102.80 -13.6%
Page 35 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%