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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 25 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NTRS NORTHERN TR CORP Financial Services 3,476.0 $475K 0.01% NEW $136.59 +22.3%
482 VOO VANGUARD INDEX FDS 749.0 $470K 0.01% NEW $627.13 +8.9%
483 FITB FIFTH THIRD BANCORP Financial Services 10,009.0 $469K 0.01% NEW $46.81 +5.0%
484 OII OCEANEERING INTL INC Energy 19,171.0 $461K 0.01% NEW $24.03 +60.1%
485 L LOEWS CORP Financial Services 4,340.0 $457K 0.01% NEW $105.31 +3.7%
486 HON HONEYWELL INTL INC Industrials 2,338.0 $456K 0.01% NEW $195.09 +14.7%
487 MKL MARKEL GROUP INC Financial Services 212.0 $456K 0.01% NEW $2149.65 -13.8%
488 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,873.0 $455K 0.01% NEW $242.82 +0.3%
489 IHI ISHARES TR 7,305.0 $454K 0.01% NEW $62.15 -18.7%
490 HTH HILLTOP HOLDINGS INC Financial Services 13,360.0 $453K 0.01% NEW $33.94 +10.0%
491 EQR EQUITY RESIDENTIAL Real Estate 7,171.0 $452K 0.01% NEW $63.04 +4.3%
492 SM SM ENERGY CO Energy 24,173.0 $452K 0.01% NEW $18.70 +86.1%
493 AIZ ASSURANT INC Financial Services 1,875.0 $452K 0.01% NEW $240.85 +6.2%
494 REGN REGENERON PHARMACEUTICALS Healthcare 592.0 $450K 0.01% NEW $760.90 -14.6%
495 FIBK FIRST INTST BANCSYSTEM INC Financial Services 13,017.0 $450K 0.01% NEW $34.60 +1.7%
496 TMO THERMO FISHER SCIENTIFIC INC Healthcare 779.0 $450K 0.01% NEW $577.58 -21.8%
497 CORPAY INC 1,492.0 $449K 0.01% NEW $300.93
498 EQNR EQUINOR ASA Energy 19,000.0 $449K 0.01% NEW $23.63 +63.6%
499 DOC HEALTHPEAK PROPERTIES INC Real Estate 27,893.0 $449K 0.01% NEW $16.08 +22.1%
500 GDX VANECK ETF TRUST 5,194.0 $445K 0.01% NEW $85.77 +0.3%
Page 25 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%