Fund Holdings

TWO SIGMA SECURITIES, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR5,441125,533+120,092543,44712,461,6611.45%+11,918,214
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
0168,582+168,58208,076,7640.94%+8,076,764
INVESCO QQQ TR010,347+10,34705,972,0810.69%+5,972,081
VANGUARD INDEX FDS09,535+9,53505,697,6390.66%+5,697,639
ISHARES TR099,716+99,71605,662,8720.66%+5,662,872
ISHARES TR21,36878,939+57,5712,054,7477,533,9380.88%+5,479,191
AMAZON COM INC(AMZN)14,01541,451+27,4363,234,9428,633,0001.00%+5,398,058
VANGUARD INDEX FDS016,176+16,17605,189,4230.60%+5,189,423
NORFOLK SOUTHN CORP(NSC)016,210+16,21004,652,2700.54%+4,652,270
VANGUARD BD INDEX FDS23,19683,932+60,7361,718,1286,180,7520.72%+4,462,624
DELTA AIR LINES INC(DAL)064,336+64,33604,277,0570.50%+4,277,057
ISHARES TR15,22749,611+34,3841,673,6005,475,0700.64%+3,801,470
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
066,612+66,61203,633,6850.42%+3,633,685
VANGUARD INTL EQUITY INDEX F11,52634,967+23,4411,625,8584,836,6350.56%+3,210,777
INTERDIGITAL INC(IDCC)010,387+10,38703,136,8740.36%+3,136,874
ISHARES INC
CORE MSCI EMKT
043,537+43,53703,036,7060.35%+3,036,706
SPDR GOLD TR(GLD)4,45511,142+6,6871,765,5614,794,2910.56%+3,028,730
STATE STR SPDR S&P MIDCAP 40(MDY)04,651+4,65102,868,5510.33%+2,868,551
DIREXION SHARES ETF TRUST
DAI ENE BUL ETF
027,307+27,30702,812,8940.33%+2,812,894
VISA INC(V)1,53410,983+9,449537,9893,319,5020.39%+2,781,513
SELECT SECTOR SPDR TR
ST STR STAPL ETF
5,98838,838+32,850465,1483,183,9390.37%+2,718,791
SHOPIFY INC(SHOP)022,844+22,84402,709,7550.31%+2,709,755
PETROLEO BRASILEIRO S A
SP ADR NON VTG
15,821148,661+132,840178,3032,787,3940.32%+2,609,091
ALPHABET INC(GOOG)08,782+8,78202,525,3520.29%+2,525,352
AIR LEASE CORP
CL A
038,855+38,85502,523,2440.29%+2,523,244
UNITEDHEALTH GROUP INC(UNH)09,280+9,28002,511,0750.29%+2,511,075
ISHARES TR
MSCI USA QLT FCT
012,935+12,93502,481,0620.29%+2,481,062
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
032,388+32,38802,420,0310.28%+2,420,031
STATE STR SPDR DOW JONES IND(DIA)1,2336,494+5,261592,5433,007,9560.35%+2,415,413
SERVICENOW INC(NOW)2,44426,505+24,061374,3962,771,0980.32%+2,396,702
ADVANCED MICRO DEVICES INC(AMD)1,20413,039+11,835257,8492,652,5240.31%+2,394,675
MARRIOTT INTL INC NEW(MAR)07,281+7,28102,381,3970.28%+2,381,397
STARBUCKS CORP(SBUX)6,98332,809+25,826588,0382,939,3580.34%+2,351,320
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
22,77034,684+11,9144,361,8216,656,5530.77%+2,294,732
JANUS DETROIT STR TR
HENDRSON AAA CL
045,510+45,51002,292,3390.27%+2,292,339
VANECK ETF TRUST
PHARMACEUTCL ETF
022,061+22,06102,291,6970.27%+2,291,697
CHENIERE ENERGY INC(LNG)08,074+8,07402,291,0780.27%+2,291,078
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,51620,395+15,879699,0772,990,1110.35%+2,291,034
ISHARES TR3,45822,363+18,905412,7122,652,2520.31%+2,239,540
SPDR INDEX SHS FDS
ST PORT MARK ETF
047,345+47,34502,220,9540.26%+2,220,954
EATON CORP PLC(ETN)06,155+6,15502,201,4590.26%+2,201,459
LYONDELLBASELL INDUSTRIES NV
SHS - A -
027,020+27,02002,176,7310.25%+2,176,731
OTIS WORLDWIDE CORP(OTIS)028,083+28,08302,164,6380.25%+2,164,638
CME GROUP INC(CME)2,3089,266+6,958630,2692,736,7130.32%+2,106,444
ISHARES TR030,680+30,68002,100,6600.24%+2,100,660
CITIGROUP INC(C)1,87920,309+18,430219,2612,303,2440.27%+2,083,983
GE AEROSPACE(GE)07,254+7,25402,058,4680.24%+2,058,468
PROSHARES TR
SHRT RUSSELL2000
27,382154,350+126,968448,2432,503,5570.29%+2,055,314
SELECT SECTOR SPDR TR
ST STR REAL ETF
050,226+50,22602,050,7280.24%+2,050,728
EVERGY INC(EVRG)024,685+24,68502,022,1950.23%+2,022,195
ISHARES TR018,943+18,94302,010,7990.23%+2,010,799
MARSH & MCLENNAN COS INC(MRSH)011,574+11,57402,007,5100.23%+2,007,510
SCHWAB STRATEGIC TR078,110+78,11002,002,7400.23%+2,002,740
DIAMONDBACK ENERGY INC(FANG)010,056+10,05601,988,9760.23%+1,988,976
KRANESHARES TRUST58,542139,754+81,2121,993,3553,973,2060.46%+1,979,851
OMNICOM GROUP INC(OMC)5,29531,873+26,578427,5712,400,3560.28%+1,972,785
ISHARES INC035,932+35,93201,968,7140.23%+1,968,714
FASTENAL CO(FAST)12,95253,429+40,477519,7642,479,1060.29%+1,959,342
AMGEN INC(AMGN)05,442+5,44201,914,7680.22%+1,914,768
ISHARES TR019,818+19,81801,873,9900.22%+1,873,990
KIMBERLY-CLARK CORP(KMB)019,373+19,37301,868,9130.22%+1,868,913
UNION PAC CORP(UNP)3,05910,602+7,543707,6082,572,2570.30%+1,864,649
REPUBLIC SVCS INC(RSG)08,353+8,35301,829,4740.21%+1,829,474
ISHARES TR036,660+36,66001,819,4360.21%+1,819,436
ISHARES TR7,52815,837+8,3091,583,4403,383,8920.39%+1,800,452
DIREXION SHARES ETF TRUST
DAI GOL BUL ETF
09,561+9,56101,799,8580.21%+1,799,858
NEWS CORP NEW(NWS)071,985+71,98501,794,5860.21%+1,794,586
LAM RESEARCH CORP(LRCX)1,7999,785+7,986307,9532,090,6630.24%+1,782,710
SELECT SECTOR SPDR TR
ST STR FINL ETF
035,802+35,80201,767,5450.21%+1,767,545
FIRST CTZNS BANCSHARES INC D(FCNCA)0935+93501,762,1570.20%+1,762,157
TELEDYNE TECHNOLOGIES INC(TDY)02,910+2,91001,760,5790.20%+1,760,579
PROSHARES TR
BITCOIN ETF
0188,748+188,74801,757,2440.20%+1,757,244
PROSHARES TR
ULTRAPRO QQQ
40,34692,831+52,4852,127,0413,869,1960.45%+1,742,155
VERISIGN INC3,19910,142+6,943777,1972,518,8670.29%+1,741,670
GE VERNOVA INC(GEV)01,976+1,97601,724,8500.20%+1,724,850
COCA COLA CO(KO)022,458+22,45801,707,9310.20%+1,707,931
BOSTON SCIENTIFIC CORP(BSX)027,181+27,18101,705,6080.20%+1,705,608
M & T BK CORP(MTB)08,246+8,24601,704,6130.20%+1,704,613
ONEOK INC NEW(OKE)3,87121,952+18,081284,5191,984,2410.23%+1,699,722
AMERICAN WTR WKS CO INC NEW012,422+12,42201,690,5100.20%+1,690,510
MARVELL TECHNOLOGY INC(MRVL)016,809+16,80901,664,9310.19%+1,664,931
HERSHEY CO(HSY)1,3319,086+7,755242,2151,888,8890.22%+1,646,674
PTC INC(PTC)011,151+11,15101,588,9060.18%+1,588,906
THE TRADE DESK INC(TTD)21,332105,674+84,342809,7632,397,7430.28%+1,587,980
MACOM TECH SOLUTIONS HLDGS I(MTSI)1,4128,187+6,775241,8471,818,0870.21%+1,576,240
CHURCH & DWIGHT CO INC(CHD)016,862+16,86201,573,5620.18%+1,573,562
SELECT SECTOR SPDR TR
ST STR UTIL ETF
21,88654,620+32,734934,3132,506,5120.29%+1,572,199
KEYCORP(KEY)077,495+77,49501,553,7750.18%+1,553,775
ISHARES TR015,434+15,43401,542,9370.18%+1,542,937
AMERICAN FINANCIAL GROUP INC011,847+11,84701,512,9800.18%+1,512,980
FIDELITY COVINGTON TRUST07,179+7,17901,493,5910.17%+1,493,591
MICRON TECHNOLOGY INC(MU)04,416+4,41601,491,9010.17%+1,491,901
BROADRIDGE FINL SOLUTIONS IN(BR)09,057+9,05701,471,5810.17%+1,471,581
GENERAL DYNAMICS CORP(GD)04,287+4,28701,471,3840.17%+1,471,384
COMCAST CORP NEW(CCZ)9,41560,229+50,814281,4141,729,1750.20%+1,447,761
HDFC BANK LTD(HDB)057,066+57,06601,419,8020.16%+1,419,802
STEEL DYNAMICS INC(STLD)4,13911,698+7,559701,3542,105,6400.24%+1,404,286
CENOVUS ENERGY INC(CVE)10,75859,707+48,949182,0251,584,0270.18%+1,402,002
DEERE & CO(DE)4,9526,558+1,6062,305,5033,694,1210.43%+1,388,618
CONSTELLATION BRANDS INC(STZ)09,249+9,24901,387,3500.16%+1,387,350
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