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Portfolio (Quarterly) Guide ↗

DRW Securities, LLC

· CIK 0001481986
13F Portfolio $7.2B AUM 1,242 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 656 New 341 Added 215 Reduced 618 Exited
Page 8 of 33  ·  656 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRRM VERRA MOBILITY CORP Technology 60,873.0 $870K 0.01% NEW $14.29 -7.1%
142 NNN NNN REIT INC. Real Estate 20,476.0 $861K 0.01% NEW $42.03 +7.0%
143 MUU DIREXION SHS ETF TR 7,114.0 $856K 0.01% NEW $120.38 +357.1%
144 DLB DOLBY LABORATORIES INC Technology 14,170.0 $851K 0.01% NEW $60.06 -10.0%
145 FR FIRST INDL RLTY TR INC Real Estate 14,639.0 $847K 0.01% NEW $57.85 +7.9%
146 CHDN CHURCHILL DOWNS INC Consumer Cyclical 9,379.0 $843K 0.01% NEW $89.83 -4.8%
147 SUI SUN CMNTYS INC Real Estate 6,618.0 $834K 0.01% NEW $125.96 -2.4%
148 CSCO CISCO SYSTEMS INC Technology 10,794.0 $833K 0.01% NEW $77.13 +53.3%
149 CALM CAL-MAINE FOODS INC Consumer Defensive 10,491.0 $830K 0.01% NEW $79.15 -2.8%
150 WCN WASTE CONNECTIONS INC Industrials 5,066.0 $823K 0.01% NEW $162.44 -3.4%
151 BRO CALL BROWN & BROWN INC Financial Services 12,600.0 $822K 0.01% NEW $65.21 -10.3%
152 HWM HOWMET AEROSPACE INC Industrials 3,550.0 $818K 0.01% NEW $230.46 +12.8%
153 GDS GDS HLDGS LTD Technology 20,293.0 $818K 0.01% NEW $40.29 -12.7%
154 TPG TPG INC Financial Services 20,143.0 $816K 0.01% NEW $40.51 +0.4%
155 SQQQ PROSHARES TR 10,103.0 $813K 0.01% NEW $80.49 -47.9%
156 MAGS LISTED FDS TR 13,952.0 $808K 0.01% NEW $57.94 +20.0%
157 ACM AECOM Industrials 9,365.0 $794K 0.01% NEW $84.82 -17.3%
158 ROK ROCKWELL AUTOMATION INC Industrials 2,166.0 $775K 0.01% NEW $357.74 +21.9%
159 GD GENERAL DYNAMICS CORP Industrials 2,269.0 $774K 0.01% NEW $340.96 -0.7%
160 WU WESTERN UN CO Financial Services 87,989.0 $768K 0.01% NEW $8.73 -1.7%
Page 8 of 33  ·  656 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 26.2%
Technology 16.1%
Consumer Cyclical 9.4%
Communication Services 9.4%
Real Estate 7.5%
Energy 7.5%
Industrials 7.0%
Basic Materials 6.0%
Healthcare 5.3%
Utilities 2.9%