Fund Holdings

TWO SIGMA SECURITIES, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
ISHARES INC0181,212+181,212011,945,4951.76%+11,945,495
ISHARES TR24,474187,586+163,112899,6647,717,2881.14%+6,817,624
CME GROUP INC(CME)023,444+23,44406,334,3340.93%+6,334,334
FOX CORP(FOX)094,871+94,87105,982,5650.88%+5,982,565
HOME DEPOT INC(HD)014,617+14,61705,922,6620.87%+5,922,662
ISHARES TR0121,349+121,34904,584,5650.68%+4,584,565
ISHARES TR17,67448,422+30,7482,272,8766,693,8570.99%+4,420,981
NVIDIA CORPORATION(NVDA)1,52723,304+21,777241,2514,348,0600.64%+4,106,809
PROSHARES TR0293,406+293,40603,963,9150.58%+3,963,915
ISHARES TR037,950+37,95003,804,4880.56%+3,804,488
GRAINGER W W INC(GWW)03,596+3,59603,426,8440.51%+3,426,844
ALPHABET INC(GOOG)2,48415,748+13,264440,6373,835,4250.57%+3,394,788
COLGATE PALMOLIVE CO(CL)3,45445,089+41,635313,9693,604,4150.53%+3,290,446
DIREXION SHS ETF TR0400,026+400,02603,284,2130.48%+3,284,213
VANGUARD MUN BD FDS062,668+62,66803,137,7870.46%+3,137,787
AMAZON COM INC(AMZN)013,846+13,84603,040,1660.45%+3,040,166
SPROTT ASSET MANAGEMENT LP(PHYS)0102,189+102,18903,026,8380.45%+3,026,838
ISHARES TR51,29476,948+25,6545,622,3358,577,3941.27%+2,955,059
HCA HEALTHCARE INC(HCA)1,2937,585+6,292495,3483,232,7270.48%+2,737,379
PULTE GROUP INC(PHM)6,70525,725+19,020707,1093,399,0440.50%+2,691,935
SELECT SECTOR SPDR TR09,549+9,54902,691,4810.40%+2,691,481
APPLIED MATLS INC1,71714,405+12,688314,3312,949,2800.44%+2,634,949
WISDOMTREE TR(WT)17,19368,312+51,119864,9803,434,0440.51%+2,569,064
WISDOMTREE TR(WT)4,79432,721+27,927401,4502,910,8600.43%+2,509,410
KEYSIGHT TECHNOLOGIES INC(KEYS)014,206+14,20602,484,9140.37%+2,484,914
ISHARES TR12,92418,657+5,7334,388,6036,818,7601.01%+2,430,157
CHARTER COMMUNICATIONS INC N(CHTR)5119,507+8,996208,9022,615,4230.39%+2,406,521
PROSHARES TR0142,304+142,30402,389,2840.35%+2,389,284
ISHARES TR021,944+21,94402,336,8170.34%+2,336,817
MATCH GROUP INC NEW(MTCH)064,194+64,19402,267,3320.33%+2,267,332
J P MORGAN EXCHANGE TRADED F039,411+39,41102,250,3680.33%+2,250,368
COCA COLA CO(KO)033,583+33,58302,227,2250.33%+2,227,225
INTERNATIONAL BUSINESS MACHS(IBM)8738,804+7,931257,3432,484,1370.37%+2,226,794
GAMING & LEISURE PPTYS INC(GLPI)047,484+47,48402,213,2290.33%+2,213,229
PAYPAL HLDGS INC(PYPL)032,520+32,52002,180,7910.32%+2,180,791
KENVUE INC(KVUE)0132,304+132,30402,147,2940.32%+2,147,294
BERKSHIRE HATHAWAY INC DEL04,226+4,22602,124,5790.31%+2,124,579
PAYCHEX INC(PAYX)016,651+16,65102,110,6810.31%+2,110,681
CAPITAL ONE FINL CORP(COF)9,79519,652+9,8572,083,9844,177,6220.62%+2,093,638
PTC INC(PTC)010,151+10,15102,060,8560.30%+2,060,856
POOL CORP(POOL)06,360+6,36001,972,0450.29%+1,972,045
GODADDY INC(GDDY)014,321+14,32101,959,5420.29%+1,959,542
SPDR SERIES TRUST19,80348,709+28,9061,176,1003,083,2800.45%+1,907,180
MOLINA HEALTHCARE INC(MOH)09,944+9,94401,902,8840.28%+1,902,884
SIMON PPTY GROUP INC NEW(SPG)010,058+10,05801,887,5850.28%+1,887,585
SCHWAB STRATEGIC TR069,239+69,23901,823,7550.27%+1,823,755
BRISTOL-MYERS SQUIBB CO(BMY)4,53643,983+39,447209,9711,983,6330.29%+1,773,662
DEERE & CO(DE)5224,449+3,927265,4322,034,3500.30%+1,768,918
PFIZER INC(PFE)067,021+67,02101,707,6950.25%+1,707,695
CLOROX CO DEL(CLX)013,802+13,80201,701,7870.25%+1,701,787
DIREXION SHS ETF TR010,317+10,31701,681,7740.25%+1,681,774
ISHARES INC020,865+20,86501,673,5820.25%+1,673,582
T-MOBILE US INC(TMUS)06,982+6,98201,671,3510.25%+1,671,351
WASTE MGMT INC DEL(WM)5,70413,424+7,7201,305,1892,964,4220.44%+1,659,233
CDW CORP(CDW)1,29111,714+10,423230,5601,865,8060.28%+1,635,246
FAIR ISAAC CORP(FICO)2741,426+1,152500,8612,134,0520.31%+1,633,191
ISHARES TR035,363+35,36301,531,2180.23%+1,531,218
ISHARES TR012,835+12,83501,525,1830.22%+1,525,183
ISHARES INC023,252+23,25201,479,2920.22%+1,479,292
TARGA RES CORP(TRGP)08,653+8,65301,449,7240.21%+1,449,724
LAM RESEARCH CORP(LRCX)010,822+10,82201,449,0660.21%+1,449,066
GARMIN LTD(GRMN)05,844+5,84401,438,9100.21%+1,438,910
ISHARES TR14,87129,556+14,6851,377,3522,813,4360.41%+1,436,084
WELLS FARGO CO NEW(WFC)11,55828,034+16,476926,0272,349,8100.35%+1,423,783
PNC FINL SVCS GROUP INC(PNC)1,4828,299+6,817276,2741,667,5180.25%+1,391,244
COSTCO WHSL CORP NEW(COST)1,7333,353+1,6201,715,5663,103,6370.46%+1,388,071
ALPS ETF TR029,409+29,40901,380,1640.20%+1,380,164
PROSHARES TR09,525+9,52501,306,8300.19%+1,306,830
HAWKINS INC(HWKN)07,145+7,14501,305,5340.19%+1,305,534
DIREXION SHS ETF TR07,302+7,30201,299,0260.19%+1,299,026
CHENIERE ENERGY INC(LNG)05,492+5,49201,290,5100.19%+1,290,510
BIONTECH SE(BNTX)012,668+12,66801,249,3180.18%+1,249,318
UNITEDHEALTH GROUP INC(UNH)03,592+3,59201,240,3180.18%+1,240,318
TRAVELERS COMPANIES INC(TRV)04,391+4,39101,226,0550.18%+1,226,055
QUEST DIAGNOSTICS INC(DGX)06,353+6,35301,210,7550.18%+1,210,755
INVESCO EXCH TRADED FD TR II128,082185,602+57,5202,679,4753,884,6500.57%+1,205,175
GLOBAL PMTS INC(GPN)014,499+14,49901,204,5770.18%+1,204,577
WHEATON PRECIOUS METALS CORP(WPM)5,42514,934+9,509487,1651,670,2190.25%+1,183,054
HOST HOTELS & RESORTS INC(HST)069,024+69,02401,174,7880.17%+1,174,788
ALPHABET INC(GOOG)1,7476,072+4,325307,8741,476,1030.22%+1,168,229
INVESCO QQQ TR9,55810,708+1,1505,272,5756,428,7620.95%+1,156,187
ZILLOW GROUP INC(Z)014,760+14,76001,137,2580.17%+1,137,258
LIVE NATION ENTERTAINMENT IN(LYV)06,862+6,86201,121,2510.17%+1,121,251
CHECK POINT SOFTWARE TECH LT1,0986,566+5,468242,9331,358,5710.20%+1,115,638
OSI SYSTEMS INC(OSIS)04,463+4,46301,112,3580.16%+1,112,358
SPDR DOW JONES INDL AVERAGE(DIA)6362,984+2,348280,2531,383,8000.20%+1,103,547
DBX ETF TR22,18551,881+29,696610,9751,711,0350.25%+1,100,060
DIREXION SHS ETF TR24,27464,661+40,387286,6761,364,9940.20%+1,078,318
ROLLINS INC(ROL)018,273+18,27301,073,3560.16%+1,073,356
DIREXION SHS ETF TR011,335+11,33501,061,0690.16%+1,061,069
TYLER TECHNOLOGIES INC(TYL)02,023+2,02301,058,3530.16%+1,058,353
SALESFORCE INC(CRM)04,463+4,46301,057,7310.16%+1,057,731
EAST WEST BANCORP INC(EWBC)09,931+9,93101,057,1550.16%+1,057,155
PARKER-HANNIFIN CORP(PH)01,388+1,38801,052,3120.16%+1,052,312
ISHARES TR09,213+9,21301,049,1760.15%+1,049,176
CARRIER GLOBAL CORPORATION(CARR)5,64024,382+18,742412,7921,455,6050.21%+1,042,813
SOUTHERN CO(SO)010,733+10,73301,017,1660.15%+1,017,166
NOVO-NORDISK A S(NVO)018,291+18,29101,014,9680.15%+1,014,968
NUTANIX INC(NTNX)013,606+13,60601,012,1500.15%+1,012,150
CANADIAN NAT RES LTD(CNQ)031,530+31,53001,007,6990.15%+1,007,699
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