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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 29 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VIRT VIRTU FINL INC Financial Services 12,701.0 $559K 0.01% NEW $43.98 +22.3%
562 DB DEUTSCHE BANK A G Financial Services 18,749.0 $558K 0.01% +9K +87.5% $29.78 +10.5%
563 MRK MERCK & CO INC Healthcare 4,666.0 $555K 0.01% +1K +46.1% $118.92 -2.6%
564 APD AIR PRODS & CHEMS INC Basic Materials 1,898.0 $551K 0.01% NEW $290.45 -0.1%
565 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,689.0 $551K 0.01% +5K +225.0% $82.33 -10.3%
566 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 1,710.0 $550K 0.01% NEW $321.40 +9.6%
567 DOC HEALTHPEAK PROPERTIES INC Real Estate 33,361.0 $548K 0.01% +5K +19.6% $16.43 +19.5%
568 FRSH FRESHWORKS INC Technology 68,211.0 $548K 0.01% +54K +378.8% $8.03 +13.0%
569 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,160.0 $547K 0.01% -227.0 -2.7% $67.07 +25.0%
570 KIE SS SPDR S&P INSURANCE ETF 9,942.0 $547K 0.01% -114K -92.0% $55.00 +5.2%
571 BCC BOISE CASCADE CO Basic Materials 7,205.0 $546K 0.01% +3K +64.0% $75.85 -11.5%
572 CNR CORE NATURAL RESOURCES INC Energy 5,191.0 $544K 0.01% -50K -90.6% $104.73 -19.8%
573 AMZD DIREXION DAILY AMZN BEAR 1X SHARES 49,380.0 $543K 0.01% NEW $11.00 -22.7%
574 TTMI TTM TECHNOLOGIES INC Technology 5,574.0 $543K 0.01% NEW $97.42 +73.8%
575 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,122.0 $538K 0.01% +806.0 +24.3% $130.45 -2.5%
576 COLD AMERICOLD REALTY TRUST INC Real Estate 46,845.0 $537K 0.01% NEW $11.46 +26.0%
577 COUR COURSERA INC Consumer Defensive 91,901.0 $535K 0.01% +75K +450.2% $5.82 -10.0%
578 NTNX NUTANIX INC Technology 14,044.0 $534K 0.01% +10K +250.6% $38.01 +17.6%
579 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 29,034.0 $534K 0.01% NEW $18.38 -5.1%
580 LINC LINCOLN EDL SVCS CORP Consumer Defensive 13,114.0 $533K 0.01% NEW $40.68 +15.1%
Page 29 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%