TWO SIGMA SECURITIES, LLC

CIK: 0001450144Latest portfolio: $727.0M · Q4 2025

Holdings

1,421

Total Value

$727.0M

New Positions

834

Closed Positions

731

#StockSharesValue% PortfolioChangeType
1
HYGISHARES TR
232,932$18.0M2.48%NEW
2
MSFTMICROSOFT CORP
25,494$12.0M1.65%+24K
3
SHYISHARES TR
96,237$7.0M0.96%+84K
4
BILSPDR SERIES TRUST
78,386$7.0M0.96%+69K
5
NVDANVIDIA CORPORATION
34,435$6.0M0.83%+11K
6
VCSHVANGUARD SCOTTSDALE FDS
78,934$6.0M0.83%NEW
7
TLTISHARES TR
80,068$6.0M0.83%+77K
8
TSLATESLA INC
14,605$6.0M0.83%+14K
9
IXUSISHARES TR
69,314$5.0M0.69%+55K
10
IUSBISHARES TR
109,122$5.0M0.69%+82K
11
ORCLORACLE CORP
29,735$5.0M0.69%+29K
12
RSPINVESCO EXCHANGE TRADED FD T
22,770$4.0M0.55%+13K
13
VGKVANGUARD INTL EQUITY INDEX F
49,277$4.0M0.55%+18K
14
GOOGALPHABET INC
13,398$4.0M0.55%-2,350
15
BKLNINVESCO EXCH TRADED FD TR II
196,574$4.0M0.55%+11K
16
USHYISHARES TR
111,563$4.0M0.55%-9,786
17
TZADIREXION SHS ETF TR
479,043$3.0M0.41%+79K
18
SCHDSCHWAB STRATEGIC TR
138,944$3.0M0.41%+28K
19
HDHOME DEPOT INC
9,675$3.0M0.41%-4,942
20
USFRWISDOMTREE TR
61,217$3.0M0.41%-7,095
21
AXPAMERICAN EXPRESS CO
8,798$3.0M0.41%+6K
22
BACVERIZON COMMUNICATIONS INC
76,640$3.0M0.41%NEW
23
AMZNAMAZON COM INC
14,015$3.0M0.41%+169
24
EFAISHARES TR
32,824$3.0M0.41%-36,172
25
WWDWOODWARD INC
10,893$3.0M0.41%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
JDST778K+737K
SOXS645K+458K
OPK374K+253K
ZSL135K+124K
SHY96K+84K
TZA479K+79K
BB94K+78K
TLT80K+77K
SABR89K+77K
HIVE86K+74K

Decreased Positions

NameSharesChange
DML27K-258503
BTO10K-109873
ORGNW209K-89178
FOXA19K-76079
SCHO25K-59615
TKC22K-56833
DRIP44K-55208
PATH11K-50364
GBY18K-47690
IXHL28K-47023

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.2000600050002e+286T)
Healthcare0.0% ($2.00020001e+175T)
Industrials0.0% ($3.000300020002e+170T)
Unknown0.0% ($2.0002000200020004e+135T)
Consumer Cyclical0.0% ($6.000300030001e+109T)
Communication Services0.0% ($4.000100010001e+67T)
Consumer Defensive0.0% ($2.000100010001e+57T)
Basic Materials0.0% ($3.000200010001e+54T)
Energy0.0% ($1.00010001e+44T)
Real Estate0.0% ($1.0001e+34T)
Utilities0.0% ($200009999999999968.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$727.0M1,421
Q3 2025Nov 14, 2025$678.0B1,327
Q2 2025Aug 14, 2025$810.7B1,437
Q1 2025May 15, 2025$659.4B1,395
Q4 2024Feb 14, 2025$754.5B1,544

Fund Information

CIK0001450144
Most Recent FilingFeb 17, 2026
Number of Filings5

TWO SIGMA SECURITIES, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $727.0M across 1,421 holdings. The largest position is ISHARES TR (HYG), representing 2.5% of the portfolio. Compared to the previous quarter, the fund opened 864 new positions and closed 770 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.