TWO SIGMA SECURITIES, LLC

SEC CIK
0001450144

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
1,668
+69 vs. Q1 2026
Total value
$1.16B
+$298.51M (+34.7%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

TWO SIGMA SECURITIES, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AMATAPPLIED MATLS INC COMStock28,021$20.26M1.75%+28,021NewView
VANGUARD S&P 500 ETF922908363ETF28,062$19.27M1.66%+18,527+194.3%Added–
LRCXLAM RESEARCH CORP COM NEWStock30,889$13.39M1.15%+21,104+215.7%AddedView
ORCLORACLE CORP COMStock85,509$12.53M1.08%+85,509NewView
ISHARES CORE S&P 500 ETF464287200ETF15,697$11.76M1.01%+15,697New–
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375ETF306,163$10.24M0.88%+306,163New–
GOOGALPHABET INC CAP STK CL CStock27,166$9.6M0.83%+25,953+2,139.6%AddedView
AMDADVANCED MICRO DEVICES INC COMStock15,767$9.16M0.79%+2,728+20.9%AddedView
DIREXION SHS ETF TR25459W458DLY SCOND 3XBU31,759$8.47M0.73%−136,823−81.2%Reduced–
BLKBLACKROCK INC COMStock7,954$7.65M0.66%+7,337+1,189.1%AddedView
ISHARES CORE MSCI EAFE ETF46432F842ETF72,854$7.04M0.61%+72,854New–
AVGOBROADCOM INC COMStock18,129$6.85M0.59%+12,526+223.6%AddedView
INVESCO NASDAQ 100 ETF46138G649ETF22,146$6.71M0.58%+19,522+744.0%Added–
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF75,162$6.23M0.54%+31,625+72.6%Added–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF58,958$5.84M0.50%−66,575−53.0%Reduced–
ADIANALOG DEVICES INC COMStock14,427$5.73M0.49%+14,427NewView
EOGEOG RES INC COMStock43,800$5.68M0.49%+40,814+1,366.8%AddedView
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R663ETF61,899$5.67M0.49%+29,134+88.9%Added–
MSMORGAN STANLEY COM NEWStock26,909$5.63M0.49%+21,811+427.8%AddedView
KRANESHARES TRUST500767306CSI CHI INTERNET224,128$5.48M0.47%+84,374+60.4%Added–
PPLPPL CORPCOM143,788$5.23M0.45%+143,788NewView
GSGOLDMAN SACHS GROUP INC COMStock5,147$5.21M0.45%+5,147NewView
NXPINXP SEMICONDUCTORS N VCOM18,375$5.16M0.45%+16,539+900.8%AddedView
DDOMINION ENERGY INC COMStock75,438$5.15M0.44%+60,399+401.6%AddedView
TMUST-MOBILE US INC COMStock30,711$5.15M0.44%+30,711NewView
FITBFIFTH THIRD BANCORPCOM91,357$5.15M0.44%+70,746+343.2%AddedView
PLTRPALANTIR TECHNOLOGIES INC CL AStock44,088$5.14M0.44%+41,380+1,528.1%AddedView
INTUINTUIT COMStock19,571$5.11M0.44%+19,571NewView
CAHCARDINAL HEALTH INC COMStock20,707$4.92M0.42%+20,707NewView
ISHARES RUSSELL 2000 ETF464287655ETF16,048$4.82M0.42%+14,475+920.2%Added–
HLTHILTON WORLDWIDE HLDGS INCCOM14,450$4.78M0.41%+14,450NewView
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407ETF39,633$4.65M0.40%+30,568+337.2%Added–
TAT&T INC COMStock219,183$4.54M0.39%+219,183NewView
SYNASYNAPTICS INC COMStock36,072$4.48M0.39%+32,123+813.4%AddedView
CVXCHEVRON CORPORATION COMStock26,923$4.46M0.38%+22,829+557.6%AddedView
GLDSPDR GOLD SHARESETF12,063$4.44M0.38%+921+8.3%AddedView
CITHE CIGNA GROUP COMStock15,954$4.4M0.38%+15,954NewView
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF73,029$4.36M0.38%+73,029New–
BPBP PLC SPONSORED ADRADR117,675$4.35M0.38%+117,675NewView
ABNBAIRBNB INC COM CL AStock30,357$4.34M0.37%+28,572+1,600.7%AddedView
METMETLIFE INC COMStock49,691$4.2M0.36%+49,691NewView
BSXBOSTON SCIENTIFIC CORP COMStock98,200$4.19M0.36%+71,019+261.3%AddedView
FCNCAFIRST CTZNS BANCSHARES INC DCL A1,977$4.11M0.35%+1,042+111.4%AddedView
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y308ETF49,100$4.08M0.35%+10,262+26.4%Added–
OKEONEOK INC NEWCOM46,870$4.07M0.35%+24,918+113.5%AddedView
INVESCO EXCH TRADED FD TR II46138E354S&P500 LOW VOL53,565$4.01M0.35%+53,565New–
FDXFEDEX CORP COMStock12,688$3.97M0.34%+11,532+997.6%AddedView
SANMSANMINA CORPCOM15,593$3.95M0.34%+15,593NewView
ISHARES RUSSELL MIDCAP ETF464287499ETF34,725$3.83M0.33%+34,725New–
ISHARES INC46434G772MSCI TAIWAN ETF34,447$3.74M0.32%+16,253+89.3%Added–
SPDR SERIES TRUST78468R622ST BLOO HIGH ETF38,779$3.74M0.32%+35,814+1,207.9%Added–
ROKUROKU INCCOM CL A26,690$3.69M0.32%+26,690NewView
CMECME GROUP INCCOM16,683$3.68M0.32%+7,417+80.0%AddedView
ISHARES TR464287739U.S. REAL ES ETF35,503$3.63M0.31%+15,685+79.1%Added–
REGNREGENERON PHARMACEUTICALSCOM5,761$3.59M0.31%+4,626+407.6%AddedView
LITELUMENTUM HLDGS INCCOM4,122$3.54M0.31%+4,122NewView
KEYKEYCORPCOM152,450$3.51M0.30%+74,955+96.7%AddedView
KLACKLA CORPCOM NEW11,525$3.48M0.30%+11,273+4,473.4%AddedView
NFLXNETFLIX INC. COMStock48,597$3.47M0.30%+48,597NewView
XELXCEL ENERGY INC COMStock42,393$3.4M0.29%+42,393NewView
ISHARES CORE S&P MID-CAP ETF464287507ETF44,139$3.4M0.29%+44,139New–
ISHARES TR4642874407-10 YR TRSY BD35,628$3.37M0.29%−43,311−54.9%Reduced–
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK19,654$3.36M0.29%+19,654NewView
SNDKSANDISK CORPCOM1,471$3.34M0.29%+972+194.8%AddedView
MDLZMONDELEZ INTL INC CL AStock57,767$3.34M0.29%+57,767NewView
VANGUARD REAL ESTATE ETF922908553ETF33,940$3.27M0.28%+9,941+41.4%Added–
UNPUNION PAC CORP COMStock11,885$3.23M0.28%+1,283+12.1%AddedView
SSGA ACTIVE ETF TR78467V608ST STR BL LN ETF79,141$3.19M0.28%+34,968+79.2%Added–
MSCIMSCI INC COMStock5,691$3.19M0.27%+5,691NewView
RSRELIANCE INCCOM8,397$3.14M0.27%+8,397NewView
DIREXION SHARES ETF TRUST25461H572DAILY SEMICONDUC964,840$3.13M0.27%+957,448+12,952.5%Added–
ZTSZOETIS INC CL AStock42,431$3.05M0.26%+42,431NewView
SLVISHARES SILVER TRUSTETF56,000$2.99M0.26%+41,107+276.0%AddedView
ISHARES TR464287184CHINA LG-CAP ETF94,759$2.99M0.26%+83,561+746.2%Added–
SPDR SERIES TRUST78464A664ST LON TREAS ETF114,040$2.99M0.26%+114,040New–
CRHCRH PLCORD27,145$2.9M0.25%+15,049+124.4%AddedView
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y209ETF18,174$2.88M0.25%−2,221−10.9%Reduced–
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF23,702$2.83M0.24%+22,079+1,360.4%Added–
ISHARES TR464287622RUS 1000 ETF6,843$2.8M0.24%+6,843New–
ENBENBRIDGE INC COMStock51,424$2.79M0.24%+51,424NewView
ISHARES TR464287150CORE S&P TTL STK16,703$2.74M0.24%+16,703New–
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT12,792$2.72M0.23%−21,892−63.1%Reduced–
SRESEMPRA COMStock28,635$2.65M0.23%+28,635NewView
ISHARES TR464288877EAFE VALUE ETF34,678$2.65M0.23%+20,374+142.4%Added–
WFCWELLS FARGO & CO COMStock32,050$2.65M0.23%+29,053+969.4%AddedView
PEPPEPSICO INC COMStock19,371$2.62M0.23%+19,371NewView
DIREXION SHS ETF TR25459Y694DLY FIN BULL NEW17,639$2.6M0.22%+14,010+386.1%Added–
TTMITTM TECHNOLOGIES INCCOM13,499$2.52M0.22%+13,499NewView
ISHARES CORE S&P SMALL CAP ETF464287804ETF16,908$2.51M0.22%−5,303−23.9%Reduced–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF33,550$2.39M0.21%+17,724+112.0%Added–
AMTAMERICAN TOWER CORP COMREIT14,468$2.37M0.20%+14,468NewView
EWBCEAST WEST BANCORP INCCOM18,210$2.35M0.20%+2,901+18.9%AddedView
EA SERIES TRUST02072L565ALPHA ARCH 1-320,034$2.35M0.20%+20,034New–
CNPCENTERPOINT ENERGY INCCOM51,899$2.29M0.20%+51,899NewView
VVISA INC COM CL AStock6,558$2.25M0.19%−4,425−40.3%ReducedView
SMTCSEMTECH CORP COMStock13,894$2.25M0.19%+13,894NewView
MSFTMICROSOFT CORP COMStock6,019$2.25M0.19%+6,019NewView
BPOPPOPULAR INCCOM NEW13,604$2.23M0.19%+13,604NewView
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF42,002$2.23M0.19%+42,002New–
HONHONEYWELL INTL INC COMStock9,798$2.19M0.19%+9,798NewView

Sold out since Q1 2026 (921)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 921 by value.

TWO SIGMA SECURITIES, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
AMZNAMAZON COM INC COMStock41,451$8.63M1.00%
TSLATESLA INC COMStock19,482$7.24M0.84%
ISHARES TR464288513IBOXX HI YD ETF55,159$4.39M0.51%
DALDELTA AIR LINES INCCOM NEW64,336$4.28M0.50%
HDHOME DEPOT INC COMStock11,332$3.73M0.43%
DEDEERE & CO COMStock6,558$3.69M0.43%
IDCCINTERDIGITAL INCCOM10,387$3.14M0.36%
DIASTATE STR SPDR DOW JONES INDUT SER 16,494$3.01M0.35%
EXEEXPAND ENERGY CORPORATIONCOM26,800$2.94M0.34%
SBUXSTARBUCKS CORP COMStock32,809$2.94M0.34%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF38,377$2.88M0.33%
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTETF4,651$2.87M0.33%
AAPLAPPLE INC COMStock10,114$2.57M0.30%
AIR LEASE CORP00912X302CL A38,855$2.52M0.29%
VRSNVERISIGN INCCOM10,142$2.52M0.29%
UNHUNITEDHEALTH GROUP INC COMStock9,280$2.51M0.29%
STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886ETF54,620$2.51M0.29%
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF12,935$2.48M0.29%
SPDR SERIES TRUST78468R556SP O&G EXPL PRO13,378$2.43M0.28%
VANGUARD SCOTTSDALE FDS92206C813LG-TERM COR BD32,388$2.42M0.28%
TTDTHE TRADE DESK INC COM CL AStock105,674$2.4M0.28%
CCITIGROUP INC COM NEWStock20,309$2.3M0.27%
SPDR INDEX SHS FDS78463X509ST PORT MARK ETF47,345$2.22M0.26%
ETNEATON CORP PLC SHSStock6,155$2.2M0.26%
STLDSTEEL DYNAMICS INCCOM11,698$2.11M0.24%
ISHARES MSCI ACWI EX U.S. ETF464288240ETF30,680$2.1M0.24%
ISHARES TR464288414NATIONAL MUN ETF18,943$2.01M0.23%
MRSHMARSH & MCLENNAN COS INC COMStock11,574$2.01M0.23%
IBMINTERNATIONAL BUSINESS MACHS COMStock8,156$1.98M0.23%
ISHARES INC464286509MSCI CDA ETF35,932$1.97M0.23%
AMGNAMGEN INC COMStock5,442$1.91M0.22%
WMTWALMART INC COMStock15,234$1.89M0.22%
KMBKIMBERLY-CLARK CORP COMStock19,373$1.87M0.22%
GRMNGARMIN LTDSHS8,032$1.86M0.22%
DIREXION SHS ETF TR25460G781DLY GOLD INDX 2X9,561$1.8M0.21%
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF35,802$1.77M0.21%
TDYTELEDYNE TECHNOLOGIES INCCOM2,910$1.76M0.20%
CORCENCORA INC COMStock5,581$1.75M0.20%
CMCSACOMCAST CORP NEW CL AStock60,229$1.73M0.20%
GEVGE VERNOVA INC COMStock1,976$1.72M0.20%
MTBM & T BK CORPCOM8,246$1.7M0.20%
AWKAMERICAN WTR WKS CO INC NEW COMStock12,422$1.69M0.20%
MLMMARTIN MARIETTA MATLS INCCOM2,749$1.62M0.19%
LENLENNAR CORPCL A18,573$1.61M0.19%
PTCPTC INC COMStock11,151$1.59M0.18%
CHDCHURCH & DWIGHT CO INCCOM16,862$1.57M0.18%
ISHARES TR464287291GLOBAL TECH ETF15,434$1.54M0.18%
RBLXROBLOX CORP CL AStock27,217$1.54M0.18%
AZOAUTOZONE INCCOM452$1.53M0.18%
AFGAMERICAN FINL GROUP INC OHIOCOM11,847$1.51M0.18%
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808ETF7,179$1.49M0.17%
GDGENERAL DYNAMICS CORP COMStock4,287$1.47M0.17%
ISHARES TR46435U853BROAD USD HIGH39,403$1.45M0.17%
HDBHDFC BANK LTDSPONSORED ADS57,066$1.42M0.16%
J P MORGAN EXCHANGE TRADED F46641Q654ULTRA SHT MUNCPL27,644$1.41M0.16%
SFMSPROUTS FMRS MKT INCCOM18,255$1.41M0.16%
STZCONSTELLATION BRANDS INC CL AStock9,249$1.39M0.16%
ISHARES TR46434V613CORE UNIVRSL USD29,539$1.36M0.16%
TXTTEXTRON INCCOM15,523$1.36M0.16%
SLBSLB LIMITED COM STKStock26,362$1.35M0.16%
ISHARES INC46434G863ESG AWR MSCI EM29,667$1.35M0.16%
WBDWARNER BROS DISCOVERY INC COM SER AStock47,992$1.32M0.15%
LHLABCORP HOLDINGS INC COM SHSStock4,934$1.32M0.15%
URIUNITED RENTALS INCCOM1,784$1.3M0.15%
WISDOMTREE TR97717Y527FLOATNG RAT TREA25,519$1.28M0.15%
LINLINDE PLC SHSStock2,569$1.27M0.15%
ENTGENTEGRIS INCCOM10,812$1.27M0.15%
TWTRADEWEB MKTS INC CL AStock10,724$1.26M0.15%
BMRNBIOMARIN PHARMACEUTICAL INCCOM22,096$1.25M0.14%
FTVFORTIVE CORP COMStock22,307$1.23M0.14%
VTRVENTAS INC COMREIT14,779$1.21M0.14%
DASHDOORDASH INC CL AStock7,942$1.19M0.14%
DVADAVITA INCCOM7,539$1.16M0.13%
ISHARES INC464286772MSCI STH KOR ETF9,381$1.15M0.13%
ACGLARCH CAP GROUP LTD ORDStock12,012$1.15M0.13%
PAASPAN AMERN SILVER CORP COMStock20,839$1.14M0.13%
CWCURTISS WRIGHT CORP COMStock1,650$1.12M0.13%
VZVERIZON COMMUNICATIONS INC COMStock22,145$1.11M0.13%
DIREXION SHS ETF TR25460E232DAILY SM CP BEAR157,444$1.11M0.13%
SEALED AIR CORP NEW81211K100COM26,160$1.1M0.13%
IEXIDEX CORPCOM5,745$1.09M0.13%
SHWSHERWIN WILLIAMS COCOM3,373$1.08M0.13%
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF11,830$1.08M0.13%
CVSCVS HEALTH CORP COMStock15,040$1.08M0.13%
GMGENERAL MTRS COCOM14,311$1.07M0.12%
VANGUARD BD INDEX FDS921937793LONG TERM BOND15,083$1.04M0.12%
OKLOOKLO INCCOM CL A20,832$1.03M0.12%
TPLTEXAS PACIFIC LAND CORPORATION COMStock2,174$1.03M0.12%
CMICUMMINS INC COMStock1,883$1.01M0.12%
FISFIDELITY NATL INFORMATION SVCS COMStock21,476$1.01M0.12%
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF21,844$996.52K0.12%
BELFBBEL FUSE INCCL B5,010$991.88K0.12%
RYROYAL BK CDA COMStock6,080$983.62K0.11%
UCOPROSHARES TR IIULTA BLMBG 201724,907$978.85K0.11%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833ETF9,721$977.64K0.11%
EPDENTERPRISE PRODS PARTNERS L P COMStock25,642$970.29K0.11%
ISHARES INC464286822MSCI MEXICO ETF12,879$968.89K0.11%
ASMLASML HLDG NV N Y REGISTRY SHSADR732$966.85K0.11%
APELLIS PHARMACEUTICALS INC03753U106COM23,779$956.63K0.11%
ISHARES TR46428743220 YR TR BD ETF10,980$951.86K0.11%

13F filings by quarter

TWO SIGMA SECURITIES, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 20261,668$1.16Bvs. Q1 2026SEC
Q1 2026May 15, 20261,599$860.94Mvs. Q4 2025SEC
Q4 2025Feb 17, 20261,421$727.8Mvs. Q3 2025SEC
Q3 2025Nov 14, 20251,327$677.98Mvs. Q2 2025SEC
Q2 2025Aug 14, 20251,437$810.66Mvs. Q1 2025SEC
Q1 2025May 15, 20251,385$654.14Mvs. Q4 2024SEC
Q4 2024Feb 14, 20251,356$551.92Mvs. Q3 2024SEC
Q3 2024Nov 14, 20241,520$1.27Bvs. Q2 2024SEC
Q2 2024Aug 14, 20241,485$2.1Bvs. Q1 2024SEC
Q1 2024May 15, 20241,381$2.06Bvs. Q4 2023SEC
Q4 2023Feb 14, 20241,398$2.19Bvs. Q3 2023SEC
Q3 2023Nov 14, 20231,322$2.17Bvs. Q2 2023SEC
Q2 2023Aug 14, 20231,203$1.22Bvs. Q1 2023SEC
Q1 2023May 15, 20231,279$1.21Bvs. Q4 2022SEC
Q4 2022Feb 14, 20231,309$704.41Mvs. Q3 2022SEC
Q3 2022Nov 14, 20221,325$701.16Mvs. Q2 2022SEC
Q2 2022Aug 15, 20221,197$566.54Mvs. Q1 2022SEC
Q1 2022May 16, 20221,077$716.65Mvs. Q4 2021SEC
Q4 2021Feb 14, 20221,006$513.41Mvs. Q3 2021SEC
Q3 2021Nov 15, 2021818$484.71Mvs. Q2 2021SEC
Q2 2021Aug 16, 2021676$399.69Mvs. Q1 2021SEC
Q1 2021May 17, 2021565$434.73M–SEC