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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 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNOW PUT SNOWFLAKE INC Technology 4,300.0 $649K 0.01% -2K -32.8% $150.82 +10.7%
82 MCO MOODYS CORP Financial Services 1,472.0 $642K 0.01% -10K -87.5% $436.25 +2.1%
83 PFE PFIZER INC Healthcare 22,683.0 $637K 0.01% -7K -22.6% $28.08 -7.6%
84 AIG AMERICAN INTERNATIONAL GROUP Financial Services 8,451.0 $636K 0.01% -1K -14.1% $75.25 +4.5%
85 ABCB AMERIS BANCORP Financial Services 8,128.0 $634K 0.01% -171.0 -2.1% $77.99 +8.7%
86 ITUB ITAU UNIBANCO HLDG S A Financial Services 75,079.0 $629K 0.01% -198K -72.5% $8.38 -4.5%
87 AMD ADVANCED MICRO DEVICES INC Technology 3,063.0 $623K 0.01% -5K -62.7% $203.43 +121.0%
88 CUBI CUSTOMERS BANCORP INC Financial Services 8,870.0 $616K 0.01% -804.0 -8.3% $69.41 +9.0%
89 WFC WELLS FARGO & COMPANY Financial Services 7,552.0 $592K 0.01% -24K -76.0% $78.44 -3.4%
90 AMAT APPLIED MATERIALS INC Technology 1,694.0 $579K 0.01% -394.0 -18.9% $341.79 +25.0%
91 MCD CALL MCDONALDS CORP Consumer Cyclical 1,800.0 $559K 0.01% -16K -89.9% $310.79 -8.6%
92 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,160.0 $547K 0.01% -227.0 -2.7% $67.07 +25.0%
93 KIE SS SPDR S&P INSURANCE ETF 9,942.0 $547K 0.01% -114K -92.0% $55.00 +5.2%
94 CNR CORE NATURAL RESOURCES INC Energy 5,191.0 $544K 0.01% -50K -90.6% $104.73 -19.8%
95 SVXY PROSHARES SHORT VIX ST FUTUR Financial Services 11,199.0 $513K 0.01% -54K -82.8% $45.80 +15.8%
96 COST CALL COSTCO WHOLESALE CORP Consumer Defensive 500.0 $498K 0.01% -4K -88.4% $996.43 +5.4%
97 ASB ASSOCIATED BANC CORP Financial Services 18,813.0 $487K 0.01% -7K -28.4% $25.86 +8.5%
98 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,239.0 $485K 0.01% -192.0 -13.4% $391.76 +91.7%
99 KLAC KLA CORPORATION Technology 323.0 $476K 0.01% -17.0 -5.0% $1472.41 +25.1%
100 NFLX NETFLIX INC Communication Services 4,920.0 $469K 0.01% -12K -70.5% $95.29 -6.3%
Page 5 of 11  ·  215 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%