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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 23 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 PG THE PROCTER & GAMBLE CO Consumer Defensive 3,779.0 $542K 0.01% NEW $143.31 -0.6%
442 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,387.0 $539K 0.01% NEW $64.31 +30.4%
443 CMG CHIPOTLE MEXICAN GRILL Consumer Cyclical 14,698.0 $539K 0.01% NEW $36.69 -10.6%
444 AMGN AMGEN INC Healthcare 1,646.0 $539K 0.01% NEW $327.31 +3.1%
445 STT STATE STR CORP Financial Services 4,173.0 $538K 0.01% NEW $129.01 +19.4%
446 FIS FIDELITY NATL INFORMATION SV Technology 8,099.0 $538K 0.01% NEW $66.46 -34.4%
447 AMAT APPLIED MATERIALS INC Technology 2,088.0 $536K 0.01% NEW $256.70 +66.5%
448 BBY BEST BUY INC Consumer Cyclical 7,963.0 $533K 0.01% NEW $66.93 -8.6%
449 CARR CARRIER GLOBAL CORPORATION Industrials 10,059.0 $532K 0.01% NEW $52.84 +17.7%
450 PRK PARK NATL CORP Financial Services 3,480.0 $530K 0.01% NEW $152.18 +10.9%
451 ITA ISHARES TR 2,462.0 $529K 0.01% NEW $214.69 +3.9%
452 SYF SYNCHRONY FINANCIAL Financial Services 6,303.0 $526K 0.01% NEW $83.43 -13.6%
453 BRO BROWN & BROWN INC Financial Services 6,514.0 $519K 0.01% NEW $79.70 -26.6%
454 BURL BURLINGTON STORES INC Consumer Cyclical 1,793.0 $518K 0.01% NEW $288.85 +9.4%
455 FULT FULTON FINL CORP PA Financial Services 26,658.0 $515K 0.01% NEW $19.33 +10.7%
456 MS PUT MORGAN STANLEY Financial Services 2,900.0 $515K 0.01% NEW $177.53 +12.9%
457 DLTR DOLLAR TREE INC Consumer Defensive 4,144.0 $509K 0.01% NEW $122.80 -22.1%
458 KR KROGER CO Consumer Defensive 8,141.0 $509K 0.01% NEW $62.48 +7.3%
459 DG DOLLAR GEN CORP NEW Consumer Defensive 3,829.0 $508K 0.01% NEW $132.77 -20.9%
460 FIRST HAWAIIAN INC 20,054.0 $507K 0.01% NEW $25.30
Page 23 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%