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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 8 of 61  ·  1,204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BTC GRAYSCALE BITCOIN MINI TRUST Financial Services 97,499.0 $3.8M 0.10% NEW $38.73 -11.3%
142 MRVL MARVELL TECHNOLOGY INC Technology 43,980.0 $3.7M 0.10% NEW $84.98 +124.4%
143 SIEMENS ENERGY AG SHS 30,808.0 $3.7M 0.10% NEW $120.40
144 KWEB KRANESHARES TRUST 108,912.0 $3.7M 0.10% NEW $34.05 -18.9%
145 COST CALL COSTCO WHOLESALE CORP Consumer Defensive 4,300.0 $3.7M 0.10% NEW $862.34 +21.8%
146 COIN COINBASE GLOBAL INC Financial Services 16,296.0 $3.7M 0.10% NEW $226.14 -14.4%
147 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 24,850.0 $3.6M 0.10% NEW $146.49 -10.3%
148 AR CALL ANTERO RESOURCES CORP Energy 105,000.0 $3.6M 0.10% NEW $34.46 +7.5%
149 SVXY PROSHARES SHORT VIX ST FUTUR Financial Services 65,021.0 $3.6M 0.10% NEW $55.38 -4.3%
150 QCOM CALL QUALCOMM INC Technology 20,900.0 $3.6M 0.10% NEW $171.05 +18.4%
151 RGLD ROYAL GOLD INC Basic Materials 16,000.0 $3.6M 0.09% NEW $222.29 +0.4%
152 MRK CALL MERCK & CO INC Healthcare 33,400.0 $3.5M 0.09% NEW $105.26 +10.1%
153 AVGO BROADCOM INC Technology 10,131.0 $3.5M 0.09% NEW $346.10 +19.8%
154 GS GOLDMAN SACHS GROUP INC Financial Services 3,981.0 $3.5M 0.09% NEW $879.00 +12.4%
155 IDR IDAHO STRATEGIC RESOURCES Basic Materials 81,912.0 $3.3M 0.09% NEW $40.30 -7.3%
156 GOOGL ALPHABET INC Communication Services 10,440.0 $3.3M 0.09% NEW $313.00 +23.9%
157 AEGON LTD 420,782.0 $3.2M 0.09% NEW $7.71
158 FETH FIDELITY ETHEREUM FD Financial Services 109,536.0 $3.2M 0.09% NEW $29.61 -28.0%
159 TQQQ PROSHARES ULTRAPRO QQQ ETF 59,808.0 $3.2M 0.08% NEW $52.72 +46.0%
160 FMC FMC CORP Basic Materials 226,092.0 $3.1M 0.08% NEW $13.87 -6.2%
Page 8 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%