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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 54 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 11,635.0 $108K 0.00% NEW $9.32 +131.0%
1062 AMS AMERICAN SHARED HOSPITAL SVC Healthcare 50,481.0 $107K 0.00% NEW $2.11 -36.0%
1063 BDSX BIODESIX INC Healthcare 15,372.0 $105K 0.00% NEW $6.80 +123.2%
1064 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 11,608.0 $104K 0.00% NEW $8.94 +18.0%
1065 APREA THERAPEUTICS INC 120,651.0 $103K 0.00% NEW $0.85
1066 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 11,955.0 $102K 0.00% NEW $8.50 +13.9%
1067 LEE LEE ENTERPRISES INC Communication Services 20,629.0 $99K 0.00% NEW $4.79 +97.3%
1068 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 15,300.0 $98K 0.00% NEW $6.41 -4.1%
1069 TNON TENON MEDICAL INC Healthcare 102,521.0 $98K 0.00% NEW $0.95 -25.8%
1070 REBN REBORN COFFEE INC Consumer Cyclical 64,986.0 $97K 0.00% NEW $1.49 +43.0%
1071 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 12,397.0 $97K 0.00% NEW $7.80 +7.3%
1072 POCI PRECISION OPTICS CORP INC MA Healthcare 22,528.0 $94K 0.00% NEW $4.18 +20.4%
1073 DEVS DEVVSTREAM CORP Industrials 68,746.0 $94K 0.00% NEW $1.37 -87.8%
1074 IQSTEL INC 32,001.0 $93K 0.00% NEW $2.91
1075 VERASTEM INC 11,989.0 $93K 0.00% NEW $7.72
1076 CAPS CAPSTONE HLDG CORP Basic Materials 125,422.0 $91K 0.00% NEW $0.73 -54.5%
1077 ENSYSCE BIOSCIENCES INC 98,481.0 $91K 0.00% NEW $0.92
1078 BULLFROG AI HLDGS INC 102,062.0 $90K 0.00% NEW $0.88
1079 OGEN ORAGENICS INC Healthcare 112,709.0 $88K 0.00% NEW $0.78 -24.7%
1080 RLAY RELAY THERAPEUTICS INC Healthcare 10,127.0 $86K 0.00% NEW $8.46 +53.9%
Page 54 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%