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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 21 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ATKR CALL ATKORE INTERNATIONAL GROUP INC Industrials 10,000.0 $632K 0.02% NEW $63.25 +20.4%
402 KO COCA COLA CO Consumer Defensive 9,031.0 $629K 0.02% NEW $69.62 +16.6%
403 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,900.0 $624K 0.02% NEW $328.60 -22.7%
404 IBM PUT INTERNATIONAL BUSINESS MACHINE Technology 2,100.0 $622K 0.02% NEW $296.21 -14.6%
405 SNOW SNOWFLAKE INC Technology 2,815.0 $617K 0.02% NEW $219.36 -23.9%
406 ABCB AMERIS BANCORP Financial Services 8,299.0 $616K 0.02% NEW $74.27 +14.1%
407 BKE THE BUCKLE INC Consumer Cyclical 11,247.0 $601K 0.02% NEW $53.42 -8.2%
408 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,119.0 $600K 0.02% NEW $283.31 -23.0%
409 GOOG PUT ALPHABET INC Communication Services 1,900.0 $596K 0.02% NEW $313.80 +22.2%
410 ULTA ULTA BEAUTY INC Consumer Cyclical 985.0 $596K 0.02% NEW $605.01 -18.5%
411 AUB ATLANTIC UN BANKSHARES CORP Financial Services 16,643.0 $587K 0.02% NEW $35.30 +6.7%
412 KRE SPDR SERIES TRUST 9,000.0 $583K 0.01% NEW $64.81 +6.8%
413 EFG ISHARES TR 5,116.0 $583K 0.01% NEW $113.92 +6.6%
414 NET CLOUDFLARE INC Technology 2,933.0 $578K 0.01% NEW $197.15 +7.9%
415 CMG PUT CHIPOTLE MEXICAN GRILL Consumer Cyclical 15,600.0 $577K 0.01% NEW $37.00 -11.4%
416 DHI D R HORTON INC Consumer Cyclical 4,006.0 $577K 0.01% NEW $144.03 +0.1%
417 AX AXOS FINANCIAL INC Financial Services 6,682.0 $576K 0.01% NEW $86.16 -0.3%
418 BOKF BOK FINANCIAL CORPORATION Financial Services 4,811.0 $570K 0.01% NEW $118.46 +9.5%
419 SNPS SYNOPSYS INC Technology 1,242.0 $570K 0.01% NEW $458.64 +8.8%
420 EWK ISHARES INC 23,400.0 $569K 0.01% NEW $24.30 +11.1%
Page 21 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%