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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 10 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 158,499.0 $2.5M 0.07% NEW $15.86 +22.2%
182 CF CF INDS HLDGS INC Basic Materials 32,340.0 $2.5M 0.07% NEW $77.34 +57.3%
183 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 11,800.0 $2.5M 0.07% NEW $207.81 -39.0%
184 AGI ALAMOS GOLD INC NEW Basic Materials 63,129.0 $2.4M 0.06% NEW $38.58 +1.7%
185 PBR PETROLEO BRASILEIRO SA PETRO Energy 203,796.0 $2.4M 0.06% NEW $11.85 +69.0%
186 ETF OPPORTUNITIES TR 160,786.0 $2.4M 0.06% NEW $14.98
187 ARM PUT ARM HOLDINGS PLC Technology 21,700.0 $2.4M 0.06% NEW $109.31 +172.8%
188 ARM ARM HOLDINGS PLC Technology 21,700.0 $2.4M 0.06% NEW $109.31 +172.8%
189 ETH GRAYSCALE ETHEREUM MINI TR E Financial Services 84,344.0 $2.4M 0.06% NEW $28.06 -27.5%
190 DELL PUT DELL TECHNOLOGIES INC Technology 18,800.0 $2.4M 0.06% NEW $125.88 +100.9%
191 ORCL PUT ORACLE CORP Technology 12,100.0 $2.4M 0.06% NEW $194.91 -2.6%
192 BCS BARCLAYS PLC Financial Services 87,702.0 $2.2M 0.06% NEW $25.45 -5.8%
193 TJX TJX COMPANIES Consumer Cyclical 14,479.0 $2.2M 0.06% NEW $153.40 +3.8%
194 SONY SONY GROUP CORP Technology 86,469.0 $2.2M 0.06% NEW $25.60 -10.9%
195 AAXJ ISHARES TR 23,736.0 $2.2M 0.06% NEW $93.12 +22.7%
196 AXP AMERICAN EXPRESS CO Financial Services 5,942.0 $2.2M 0.06% NEW $369.95 -16.3%
197 BKNG BOOKING HOLDINGS INC Consumer Cyclical 410.0 $2.2M 0.06% NEW $5355.33 -97.0%
198 SNOW CALL SNOWFLAKE INC Technology 9,900.0 $2.2M 0.06% NEW $219.36 -23.9%
199 J CALL JACOBS SOLUTIONS INC Industrials 16,200.0 $2.1M 0.06% NEW $132.46 -13.9%
200 DELL CALL DELL TECHNOLOGIES INC Technology 16,400.0 $2.1M 0.06% NEW $125.88 +100.9%
Page 10 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%