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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 48 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 AGO ASSURED GUARANTY LTD Financial Services 2,350.0 $211K 0.01% NEW $89.87 -12.5%
942 MPC MARATHON PETE CORP Energy 1,300.0 $211K 0.01% NEW $162.29 +53.1%
943 CRL CHARLES RIV LABS INTL INC Healthcare 1,056.0 $211K 0.01% NEW $199.48 -20.4%
944 VENTURE GLOBAL INC 30,831.0 $210K 0.01% NEW $6.82
945 RY ROYAL BK CDA Financial Services 1,233.0 $210K 0.01% NEW $170.49 +9.8%
946 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 3,569.0 $210K 0.01% NEW $58.87 -2.4%
947 CNOB CONNECTONE BANCORP INC Financial Services 8,010.0 $210K 0.01% NEW $26.22 +13.5%
948 CPB THE CAMPBELLS COMPANY Consumer Defensive 7,530.0 $210K 0.01% NEW $27.87 -28.1%
949 BEN FRANKLIN RESOURCES INC Financial Services 8,750.0 $209K 0.01% NEW $23.89 +29.2%
950 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 8,964.0 $209K 0.01% NEW $23.31 -2.6%
951 Q QNITY ELECTRONICS INC Technology 2,556.0 $209K 0.01% NEW $81.65 +87.4%
952 WYNN WYNN RESORTS LTD Consumer Cyclical 1,734.0 $209K 0.01% NEW $120.33 -18.5%
953 VOX VANGUARD WORLD FD 1,077.0 $209K 0.01% NEW $193.63 +1.2%
954 LIVE LIVE VENTURES INC Consumer Cyclical 14,089.0 $209K 0.01% NEW $14.80 -26.9%
955 EL LAUDER ESTEE COS INC Consumer Defensive 1,991.0 $208K 0.01% NEW $104.57 -24.5%
956 CIVITAS RESOURCES INC 7,681.0 $208K 0.01% NEW $27.09
957 KURA KURA ONCOLOGY INC Healthcare 20,025.0 $208K 0.01% NEW $10.39 +7.1%
958 NBTB NBT BANCORP INC Financial Services 5,010.0 $208K 0.01% NEW $41.52 +10.5%
959 DDOG DATADOG INC Technology 1,528.0 $208K 0.01% NEW $135.99 +60.3%
960 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 1,894.0 $208K 0.01% NEW $109.61 -24.2%
Page 48 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%