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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 28 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SN SHARKNINJA INC Consumer Cyclical 3,575.0 $400K 0.01% NEW $111.90 -8.9%
542 CSX CSX CORP Industrials 11,033.0 $399K 0.01% NEW $36.19 +26.8%
543 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,811.0 $399K 0.01% NEW $141.83 +9.6%
544 JXN JACKSON FINANCIAL INC Financial Services 3,725.0 $397K 0.01% NEW $106.65 +1.5%
545 DHR DANAHER CORPORATION Healthcare 1,782.0 $397K 0.01% NEW $222.68 -22.2%
546 HHH HOWARD HUGHES HOLDINGS INC Real Estate 4,970.0 $396K 0.01% NEW $79.77 -19.1%
547 EVTC EVERTEC INC Technology 13,600.0 $396K 0.01% NEW $29.09 -15.3%
548 CALL ONESTREAM INC 21,500.0 $395K 0.01% NEW $18.38
549 ACN ACCENTURE PLC IRELAND Technology 1,472.0 $395K 0.01% NEW $268.30 -33.7%
550 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,431.0 $394K 0.01% NEW $275.39 +172.7%
551 H HYATT HOTELS CORP Consumer Cyclical 2,455.0 $394K 0.01% NEW $160.32 +9.5%
552 GPN GLOBAL PMTS INC Industrials 5,082.0 $393K 0.01% NEW $77.40 -6.2%
553 VEEV VEEVA SYS INC Healthcare 1,760.0 $393K 0.01% NEW $223.23 -26.1%
554 PBF PBF ENERGY INC Energy 14,477.0 $393K 0.01% NEW $27.12 +44.1%
555 WM WASTE MANAGEMENT INC Industrials 1,781.0 $391K 0.01% NEW $219.71 -0.1%
556 TEVA TEVA PHARMAC.IND.ADR Healthcare 12,501.0 $390K 0.01% NEW $31.21 +10.0%
557 TEAM ATLASSIAN CORPORATION Technology 2,405.0 $390K 0.01% NEW $162.14 -46.8%
558 BOH BANK HAWAII CORP Financial Services 5,698.0 $390K 0.01% NEW $68.37 +14.3%
559 DKS DICK'S SPORTING GOODS INC Consumer Cyclical 1,963.0 $388K 0.01% NEW $197.54 +12.2%
560 INDB INDEPENDENT BK CORP MASS Financial Services 5,295.0 $387K 0.01% NEW $73.08 +7.6%
Page 28 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%