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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 7 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CNR CORE NATURAL RESOURCES INC Energy 55,125.0 $4.9M 0.13% NEW $88.51 -5.1%
122 LLY PUT ELI LILLY AND COMPANY Healthcare 4,500.0 $4.8M 0.13% NEW $1074.68 -3.1%
123 ASTRAZENECA PLC 51,483.0 $4.7M 0.12% NEW $91.93
124 SEQUANS COMMUNICATIONS S A 1,034,728.0 $4.6M 0.12% NEW $4.49
125 HIG HARTFORD INSURANCE GROUP INC Financial Services 33,611.0 $4.6M 0.12% NEW $137.78 -1.3%
126 TECK TECK RESOURCES LTD Basic Materials 95,205.0 $4.6M 0.12% NEW $47.89 +27.8%
127 HLN HALEON PLC Healthcare 445,055.0 $4.5M 0.12% NEW $10.11 -7.8%
128 S CALL SENTINELONE INC Technology 296,300.0 $4.4M 0.12% NEW $15.00 +19.8%
129 XVV ISHARES TR 83,540.0 $4.4M 0.12% NEW $52.70 +7.5%
130 AMZN PUT AMAZON.COM INC Consumer Cyclical 18,900.0 $4.4M 0.12% NEW $230.82 +16.3%
131 SBUX PUT STARBUCKS CORP Consumer Cyclical 50,500.0 $4.3M 0.11% NEW $84.21 +26.5%
132 ICICI BANK LIMITED 139,436.0 $4.2M 0.11% NEW $29.80
133 SHEL SHELL PLC Energy 56,393.0 $4.1M 0.11% NEW $73.48 +18.0%
134 HIG CALL HARTFORD INSURANCE GROUP INC Financial Services 30,000.0 $4.1M 0.11% NEW $137.80 -1.3%
135 NEM NEWMONT CORP Basic Materials 40,597.0 $4.0M 0.11% NEW $99.74 +8.6%
136 CUK CARNIVAL PLC Consumer Cyclical 132,058.0 $4.0M 0.11% NEW $30.33 -9.4%
137 UBER CALL UBER TECHNOLOGIES INC Technology 48,400.0 $4.0M 0.10% NEW $81.71 -8.7%
138 BITB BITWISE BITCOIN ETF Financial Services 82,241.0 $3.9M 0.10% NEW $47.56 -11.4%
139 VOLATILITY SHS TR 611,752.0 $3.9M 0.10% NEW $6.38
140 RIO RIO TINTO PLC Basic Materials 48,012.0 $3.8M 0.10% NEW $80.03 +29.1%
Page 7 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%