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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 55 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SIF SIFCO INDS INC Industrials 15,338.0 $86K 0.00% NEW $5.58 +242.5%
1082 AMC ENTERTAINMENT HOLDINGS INC 54,363.0 $85K 0.00% NEW $1.56
1083 PSNL PERSONALIS INC Healthcare 10,483.0 $83K 0.00% NEW $7.96 -0.1%
1084 ALT ALTIMMUNE INC Healthcare 22,469.0 $81K 0.00% NEW $3.61 -18.8%
1085 CNSP CNS PHARMACEUTICALS INC Healthcare 15,429.0 $81K 0.00% NEW $5.25 -3.8%
1086 NVAX NOVAVAX INC Healthcare 11,900.0 $80K 0.00% NEW $6.72 +33.6%
1087 KOS KOSMOS ENERGY LTD Energy 86,665.0 $79K 0.00% NEW $0.91 +243.8%
1088 AIM IMMUNOTECH INC 69,545.0 $79K 0.00% NEW $1.13
1089 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 28,558.0 $78K 0.00% NEW $2.73 +35.5%
1090 AYTU BIOPHARMA INC 29,368.0 $76K 0.00% NEW $2.60
1091 CFFN CAPITOL FED FINL INC Financial Services 10,753.0 $73K 0.00% NEW $6.81 +14.4%
1092 GRAB GRAB HOLDINGS LIMITED Technology 14,559.0 $73K 0.00% NEW $4.99 -28.7%
1093 MBIO MUSTANG BIO INC Healthcare 73,936.0 $73K 0.00% NEW $0.98 -37.7%
1094 BIOCARDIA INC 57,607.0 $72K 0.00% NEW $1.25
1095 VIR VIR BIOTECHNOLOGY INC Healthcare 11,915.0 $72K 0.00% NEW $6.03 +47.3%
1096 CCO CALL CLEAR CHANNEL OUTDOOR HLDGS Communication Services 32,000.0 $71K 0.00% NEW $2.21 +8.6%
1097 ESRT EMPIRE ST RLTY TR INC Real Estate 10,575.0 $69K 0.00% NEW $6.52 -13.5%
1098 FIRST FNDTN INC 10,842.0 $67K 0.00% NEW $6.16
1099 APPS DIGITAL TURBINE INC Technology 13,284.0 $66K 0.00% NEW $5.00 -10.8%
1100 ASPI ASP ISOTOPES INC Basic Materials 12,350.0 $66K 0.00% NEW $5.35 -3.4%
Page 55 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%