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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 37 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NOC NORTHROP GRUMMAN CORP Industrials 486.0 $277K 0.01% NEW $570.21 -3.3%
722 SPHD INVESCO EXCH TRADED FD TR II 5,766.0 $277K 0.01% NEW $48.00 +4.5%
723 ENZL ISHARES TR 6,103.0 $276K 0.01% NEW $45.27 -1.8%
724 SLON PROSHARES TR 19,612.0 $276K 0.01% NEW $14.07 -61.3%
725 ATR APTARGROUP INC Healthcare 2,261.0 $276K 0.01% NEW $121.96 -5.3%
726 NGVC NATURAL GROCERS BY VITAMIN C Consumer Defensive 10,991.0 $275K 0.01% NEW $25.05 +15.9%
727 DY DYCOM INDUSTRIES INC Industrials 814.0 $275K 0.01% NEW $337.90 +22.6%
728 JD JD.COM INC Consumer Cyclical 9,569.0 $275K 0.01% NEW $28.70 +9.7%
729 CSGS CSG SYS INTL INC Technology 3,581.0 $275K 0.01% NEW $76.69 +5.2%
730 AN AUTONATION INC Consumer Cyclical 1,330.0 $275K 0.01% NEW $206.48 -9.7%
731 JBHT HUNT J B TRANS SVCS INC Industrials 1,410.0 $274K 0.01% NEW $194.34 +33.4%
732 BY BYLINE BANCORP INC Financial Services 9,370.0 $273K 0.01% NEW $29.15 +13.3%
733 CWEN CLEARWAY ENERGY INC Utilities 8,210.0 $273K 0.01% NEW $33.26 +14.7%
734 SFIX STITCH FIX INC Consumer Cyclical 51,900.0 $272K 0.01% NEW $5.25 -39.0%
735 AVB AVALONBAY CMNTYS INC Real Estate 1,500.0 $272K 0.01% NEW $181.31 +1.5%
736 FLEX FLEX LTD Technology 4,488.0 $271K 0.01% NEW $60.42 +116.9%
737 NBHC NATIONAL BK HLDGS CORP Financial Services 7,105.0 $270K 0.01% NEW $38.01 +10.3%
738 NSC NORFOLK SOUTHERN CORP Industrials 934.0 $270K 0.01% NEW $288.72 +7.9%
739 LBRDK LIBERTY BROADBAND CORP Communication Services 5,545.0 $269K 0.01% NEW $48.60 -28.3%
740 UNP UNION PACIFIC CORP Industrials 1,162.0 $269K 0.01% NEW $231.32 +14.9%
Page 37 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%