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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 29 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 RL RALPH LAUREN CORP Consumer Cyclical 1,092.0 $386K 0.01% NEW $353.61 -6.9%
562 FBP FIRST BANCORP P R Financial Services 18,615.0 $386K 0.01% NEW $20.73 +16.5%
563 DB DEUTSCHE BANK A G Financial Services 10,000.0 $386K 0.01% NEW $38.56 -14.7%
564 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 5,600.0 $385K 0.01% NEW $68.80 +18.3%
565 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,316.0 $385K 0.01% NEW $116.12 +9.5%
566 PAYC PAYCOM SOFTWARE INC Technology 2,414.0 $385K 0.01% NEW $159.36 -15.7%
567 BANR BANNER CORP Financial Services 6,122.0 $384K 0.01% NEW $62.66 +3.1%
568 FXI ISHARES TR 10,000.0 $383K 0.01% NEW $38.29 -6.3%
569 GL GLOBE LIFE INC Financial Services 2,737.0 $383K 0.01% NEW $139.86 +12.0%
570 GAP GAP INC Consumer Cyclical 14,974.0 $382K 0.01% NEW $25.53 -9.3%
571 IRM IRON MTN INC DEL Real Estate 4,607.0 $382K 0.01% NEW $82.95 +53.5%
572 CSGP COSTAR GROUP INC Real Estate 5,672.0 $381K 0.01% NEW $67.24 -49.5%
573 UNH UNITEDHEALTH GROUP INC Healthcare 1,153.0 $381K 0.01% NEW $330.11 +16.1%
574 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 781.0 $381K 0.01% NEW $487.25 +15.7%
575 TMC CALL TMC THE METALS COMPANY INC Basic Materials 61,600.0 $380K 0.01% NEW $6.17 -17.3%
576 SPYD SPDR SERIES TRUST 8,770.0 $379K 0.01% NEW $43.25 +9.2%
577 GRMN GARMIN LTD Technology 1,852.0 $376K 0.01% NEW $202.85 +18.2%
578 RDDT REDDIT INC Communication Services 1,633.0 $375K 0.01% NEW $229.87 -36.2%
579 EWU ISHARES TR 8,485.0 $373K 0.01% NEW $43.98 +7.6%
580 SOFI SOFI TECHNOLOGIES INC Financial Services 14,211.0 $372K 0.01% NEW $26.18 -40.1%
Page 29 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%