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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 51 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CALIDI BIOTHERAPEUTICS INC 147,767.0 $173K 0.01% NEW $1.17
1002 VISIONARY HOLDINGS INC 145,896.0 $171K 0.01% NEW $1.17
1003 CADRENAL THERAPEUTICS INC 25,152.0 $171K 0.01% NEW $6.78
1004 LIBERTY GLOBAL LTD 15,227.0 $170K 0.00% NEW $11.14
1005 ABEV AMBEV SA Consumer Defensive 68,607.0 $169K 0.00% NEW $2.47 +32.4%
1006 TEAM INC 11,872.0 $168K 0.00% NEW $14.13
1007 SNGX SOLIGENIX INC Healthcare 124,801.0 $167K 0.00% NEW $1.34 -71.1%
1008 SOC CALL SABLE OFFSHORE CORP Energy 18,500.0 $167K 0.00% NEW $9.02 +66.9%
1009 NWBI NORTHWEST BANCSHARES INC MD Financial Services 13,666.0 $164K 0.00% NEW $12.00 +16.4%
1010 ALIT ALIGHT INC Technology 82,723.0 $161K 0.00% NEW $1.95 -58.6%
1011 LNZA LANZATECH GLOBAL INC Industrials 11,661.0 $160K 0.00% NEW $13.76 -43.4%
1012 SYNCHRONOSS TECHNOLOGIES INC 18,500.0 $158K 0.00% NEW $8.56
1013 CRGY CRESCENT ENERGY COMPANY Energy 18,802.0 $158K 0.00% NEW $8.39 +56.1%
1014 ORIC ORIC PHARMACEUTICALS INC Healthcare 19,194.0 $157K 0.00% NEW $8.18 +3.4%
1015 AMCX CALL AMC NETWORKS INC Communication Services 16,200.0 $154K 0.00% NEW $9.52 -5.5%
1016 GDOT GREEN DOT CORP Financial Services 11,989.0 $154K 0.00% NEW $12.81 +0.4%
1017 CLRO CLEARONE INC Technology 30,064.0 $153K 0.00% NEW $5.09 -38.7%
1018 ARTW ARTS WAY MFG INC Industrials 63,856.0 $150K 0.00% NEW $2.35 +13.2%
1019 BIVI BIOVIE INC Healthcare 128,356.0 $149K 0.00% NEW $1.16 +25.0%
1020 BKD BROOKDALE SR LIVING INC Healthcare 12,889.0 $139K 0.00% NEW $10.79 +24.0%
Page 51 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%