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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 56 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 NWL NEWELL BRANDS INC Consumer Defensive 17,754.0 $66K 0.00% NEW $3.72 -3.8%
1102 BANZAI INTERNATIONAL INC 67,968.0 $66K 0.00% NEW $0.97
1103 RPAY REPAY HLDGS CORP Technology 17,750.0 $65K 0.00% NEW $3.65 -9.3%
1104 ONCONETIX INC 39,046.0 $61K 0.00% NEW $1.56
1105 HYFM HYDROFARM HLDGS GROUP INC Industrials 38,840.0 $59K 0.00% NEW $1.51 -35.8%
1106 AWX AVALON HLDGS CORP Industrials 20,811.0 $56K 0.00% NEW $2.69 -4.8%
1107 PTIX PROTAGENIC THERAPEUTICS INC Healthcare 42,854.0 $56K 0.00% NEW $1.30 -50.0%
1108 MY SIZE INC 73,214.0 $56K 0.00% NEW $0.76
1109 BRTX BIORESTORATIVE THERAPIES INC Healthcare 46,665.0 $55K 0.00% NEW $1.17 -83.8%
1110 MSN EMERSON RADIO CORP Technology 141,373.0 $54K 0.00% NEW $0.38 +9.0%
1111 ACDC PROFRAC HLDG CORP Energy 13,585.0 $53K 0.00% NEW $3.89 +90.2%
1112 LYRA LYRA THERAPEUTICS INC Healthcare 16,812.0 $52K 0.00% NEW $3.08 -85.7%
1113 FUBOTV INC 20,271.0 $51K 0.00% NEW $2.52
1114 MVST MICROVAST HOLDINGS INC Industrials 17,740.0 $50K 0.00% NEW $2.80 -50.7%
1115 PULM PULMATRIX INC Healthcare 20,505.0 $46K 0.00% NEW $2.23 -43.0%
1116 BLIN BRIDGELINE DIGITAL INC Technology 54,438.0 $45K 0.00% NEW $0.83 +10.7%
1117 CVV CVD EQUIP CORP Industrials 14,595.0 $45K 0.00% NEW $3.09 +98.7%
1118 N2OFF INC 26,363.0 $44K 0.00% NEW $1.68
1119 JEWETT CAMERON TRADING LTD 19,473.0 $44K 0.00% NEW $2.25
1120 AUDDIA INC 45,135.0 $44K 0.00% NEW $0.97
Page 56 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%