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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 47 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DOCU DOCUSIGN INC Technology 3,138.0 $215K 0.01% NEW $68.40 -28.4%
922 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,335.0 $215K 0.01% NEW $160.76 +10.8%
923 TXT TEXTRON INC Industrials 2,461.0 $215K 0.01% NEW $87.17 +2.7%
924 HLMN HILLMAN SOLUTIONS CORP Industrials 24,737.0 $214K 0.01% NEW $8.66 -16.3%
925 EFX EQUIFAX INC Industrials 987.0 $214K 0.01% NEW $216.98 -24.8%
926 CCB COASTAL FINL CORP WA Financial Services 1,866.0 $214K 0.01% NEW $114.59 -38.7%
927 GXAI GAXOS.AI INC Technology 199,394.0 $213K 0.01% NEW $1.07 +11.2%
928 TEL TE CONNECTIVITY PLC Technology 936.0 $213K 0.01% NEW $227.51 -11.5%
929 XRAY DENTSPLY SIRONA INC Healthcare 18,625.0 $213K 0.01% NEW $11.43 -13.9%
930 LIXTE BIOTECHNOLOGY HLDGS IN 54,126.0 $213K 0.01% NEW $3.93
931 ADC AGREE RLTY CORP Real Estate 2,951.0 $213K 0.01% NEW $72.03 +5.1%
932 PFS PROVIDENT FINL SVCS INC Financial Services 10,738.0 $212K 0.01% NEW $19.75 +12.2%
933 TFIN TRIUMPH FINANCIAL INC Financial Services 3,384.0 $212K 0.01% NEW $62.63 +4.6%
934 MUSA MURPHY USA INC Consumer Cyclical 525.0 $212K 0.01% NEW $403.52 +34.9%
935 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,058.0 $212K 0.01% NEW $102.89 -28.2%
936 DOCN CALL DIGITALOCEAN HLDGS INC Technology 4,400.0 $212K 0.01% NEW $48.12 +229.1%
937 ALZN ALZAMEND NEURO INC Healthcare 116,319.0 $212K 0.01% NEW $1.82 -35.7%
938 IMKTA INGLES MKTS INC Consumer Defensive 3,087.0 $212K 0.01% NEW $68.55 +27.4%
939 NRG NRG ENERGY INC Utilities 1,344.0 $212K 0.01% NEW $157.40 -13.0%
940 BBWI BATH & BODY WORKS INC Consumer Cyclical 10,526.0 $211K 0.01% NEW $20.07 -13.7%
Page 47 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%