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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 10 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MOS PUT MOSAIC CO NEW Basic Materials 99,700.0 $2.5M 0.04% NEW $25.50 -14.0%
182 RTX RTX CORPORATION Industrials 13,049.0 $2.5M 0.04% NEW $192.90 -9.4%
183 EUFN ISHARES MSCI EUROPE FINANCIALS 71,673.0 $2.5M 0.04% NEW $34.85 +10.5%
184 LYG CALL LLOYDS BANKING GROUP PLC Financial Services 496,100.0 $2.5M 0.04% NEW $5.03 +7.6%
185 VTR VENTAS INC Real Estate 30,104.0 $2.5M 0.03% +27K +769.8% $81.78 +8.3%
186 IEUR ISHARES TR 34,951.0 $2.5M 0.03% NEW $70.27 +7.7%
187 EIS ISHARES MSCI ISRAEL ETF 21,056.0 $2.4M 0.03% NEW $116.04 +14.4%
188 BKU BANKUNITED INC Financial Services 53,512.0 $2.4M 0.03% +37K +226.3% $45.16 +2.6%
189 AON AON PLC Financial Services 7,433.0 $2.4M 0.03% +4K +137.3% $322.78 +0.4%
190 AA ALCOA CORP Basic Materials 36,020.0 $2.4M 0.03% NEW $66.33 -0.1%
191 CBRE CBRE GROUP INC Real Estate 17,517.0 $2.4M 0.03% +14K +455.7% $135.46 -3.3%
192 PSA PUBLIC STORAGE OPER CO Real Estate 8,706.0 $2.4M 0.03% +8K +651.8% $270.88 +11.8%
193 LULU PUT LULULEMON ATHLETICA INC Consumer Cyclical 15,400.0 $2.4M 0.03% +4K +30.5% $153.10 -17.2%
194 VXX IPATH SERIES B S&P 500 VIX Financial Services 65,532.0 $2.3M 0.03% NEW $35.70 -26.6%
195 PANW PALO ALTO NETWORKS Technology 14,432.0 $2.3M 0.03% +13K +868.6% $160.32 +57.8%
196 AMPRIUS TECHNOLOGIES INC 335,173.0 $2.3M 0.03% NEW $6.87
197 ZION ZIONS BANCORPORATION N A Financial Services 39,752.0 $2.3M 0.03% +21K +110.2% $57.62 +7.1%
198 PWR QUANTA SERVICES INC Industrials 4,142.0 $2.3M 0.03% +4K +701.2% $549.02 +29.3%
199 JNJ JOHNSON & JOHNSON Healthcare 8,867.0 $2.2M 0.03% NEW $244.10 -5.1%
200 MKC CALL MCCORMICK & CO INC Consumer Defensive 42,900.0 $2.2M 0.03% NEW $50.44 -6.9%
Page 10 of 63  ·  1,242 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%