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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 30 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MTH MERITAGE HOMES CORP Consumer Cyclical 5,644.0 $371K 0.01% NEW $65.80 -2.9%
582 VRSK VERISK ANALYTICS INC Industrials 1,656.0 $370K 0.01% NEW $223.69 -23.7%
583 DINO HF SINCLAIR CORP Energy 8,030.0 $370K 0.01% NEW $46.08 +48.4%
584 ING PUT ING GROEP N.V. Financial Services 13,200.0 $370K 0.01% NEW $28.00 +9.5%
585 QQQ CALL INVESCO QQQ TR Financial Services 600.0 $369K 0.01% NEW $614.31 +16.3%
586 BHP BHP GROUP LTD Basic Materials 6,081.0 $367K 0.01% NEW $60.37 +40.7%
587 XLG INVESCO EXCHANGE TRADED FD T 6,150.0 $365K 0.01% NEW $59.28 +7.1%
588 BWA BORGWARNER INC Consumer Cyclical 8,069.0 $364K 0.01% NEW $45.06 +41.0%
589 TROW PRICE T ROWE GROUP INC Financial Services 3,554.0 $361K 0.01% NEW $101.48 +0.3%
590 ULCC CALL FRONTIER GROUP HLDGS INC Industrials 76,200.0 $359K 0.01% NEW $4.71 -0.4%
591 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,005.0 $358K 0.01% NEW $178.59 +0.9%
592 RYN RAYONIER INC Real Estate 16,486.0 $357K 0.01% NEW $21.65 -6.6%
593 SYBT STOCK YDS BANCORP INC Financial Services 5,493.0 $357K 0.01% NEW $64.95 +9.3%
594 MAA MID-AMER APT CMNTYS INC Real Estate 2,565.0 $356K 0.01% NEW $138.91 -6.4%
595 CPRX CATALYST PHARMACEUTICALS INC Healthcare 15,238.0 $356K 0.01% NEW $23.34 +34.0%
596 BWXT BWX TECHNOLOGIES INC Industrials 2,042.0 $353K 0.01% NEW $172.84 +17.2%
597 OPLN OPENLANE INC Consumer Cyclical 11,796.0 $351K 0.01% NEW $29.78 +17.7%
598 BFC BANK FIRST CORP Financial Services 2,882.0 $351K 0.01% NEW $121.82 +16.9%
599 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,812.0 $350K 0.01% NEW $193.43 +7.4%
600 SINTX TECHNOLOGIES INC 90,386.0 $349K 0.01% NEW $3.86
Page 30 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%