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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 26 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IGV ISHARES TR 7,976.0 $638K 0.01% NEW $80.05 +15.5%
502 WKC WORLD KINECT CORPORATION Energy 27,671.0 $638K 0.01% +15K +122.3% $23.07 +26.1%
503 DY DYCOM INDUSTRIES INC Industrials 1,880.0 $637K 0.01% +1K +131.0% $338.82 +22.3%
504 PFE PFIZER INC Healthcare 22,683.0 $637K 0.01% -7K -22.6% $28.08 -7.6%
505 AIG AMERICAN INTERNATIONAL GROUP Financial Services 8,451.0 $636K 0.01% -1K -14.1% $75.25 +4.5%
506 EMR EMERSON ELEC CO Industrials 4,864.0 $634K 0.01% NEW $130.41 +3.4%
507 ABCB AMERIS BANCORP Financial Services 8,128.0 $634K 0.01% -171.0 -2.1% $77.99 +8.7%
508 CSX CSX CORP Industrials 15,442.0 $633K 0.01% +4K +40.0% $40.99 +12.0%
509 M MACYS INC Consumer Cyclical 34,926.0 $632K 0.01% NEW $18.09 +14.0%
510 EE EXCELERATE ENERGY INC Utilities 18,870.0 $631K 0.01% NEW $33.42 +5.6%
511 COP CONOCOPHILLIPS Energy 4,770.0 $630K 0.01% NEW $132.00 -8.7%
512 ITUB ITAU UNIBANCO HLDG S A Financial Services 75,079.0 $629K 0.01% -198K -72.5% $8.38 -4.5%
513 VNO VORNADO RLTY TR Real Estate 24,195.0 $629K 0.01% NEW $25.99 +21.6%
514 KNSL KINSALE CAP GROUP INC Financial Services 1,837.0 $628K 0.01% NEW $341.66 -8.7%
515 UE URBAN EDGE PPTYS Real Estate 31,336.0 $626K 0.01% NEW $19.98 +10.0%
516 BL BLACKLINE INC Technology 16,894.0 $625K 0.01% NEW $37.00 -21.8%
517 AGNC AGNC INVT CORP Real Estate 62,282.0 $625K 0.01% NEW $10.03 +2.3%
518 AMD ADVANCED MICRO DEVICES INC Technology 3,063.0 $623K 0.01% -5K -62.7% $203.43 +121.0%
519 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,070.0 $619K 0.01% NEW $152.07 +9.1%
520 KALU KAISER ALUMINUM CORP Basic Materials 5,132.0 $618K 0.01% NEW $120.51 +40.6%
Page 26 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%