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Holdings (Monthly) Guide ↗

Financial Services Fund

· Rydex Variable Trust
Monthly Holdings $8M AUM 158 positions Period Mar 2026 Filed Jun 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Berkshire Hathaway Inc. BRK/B Mar 2026 561 $269K 3.21% EC
2 JPMorgan Chase & Co. JPM Mar 2026 834 $245K 2.93% EC
3 Visa Inc V Mar 2026 682 $206K 2.46% EC
4 MasterCard Incorporated MA Mar 2026 348 $174K 2.08% EC
5 Bank of America Corp. BAC Mar 2026 3,251 $158K 1.89% EC
6 Goldman Sachs Group, Inc. GS Mar 2026 172 $146K 1.74% EC
7 Wells Fargo & Co. WFC Mar 2026 1,744 $139K 1.66% EC
8 Citigroup Inc. C Mar 2026 1,116 $127K 1.51% EC
9 Morgan Stanley MS Mar 2026 765 $126K 1.50% EC
10 The Charles Schwab Corporation SCHW Mar 2026 1,170 $110K 1.31% EC
11 Blackstone Inc BX Mar 2026 956 $110K 1.31% EC
12 American Express Company AXP Mar 2026 345 $104K 1.25% EC
13 Blackrock Inc. BLK Mar 2026 108 $104K 1.24% EC
14 Welltower Inc. WELL Mar 2026 497 $98K 1.17% EC
15 S&P Global Inc SPGI Mar 2026 228 $97K 1.16% EC
16 Prologis Inc. PLD Mar 2026 730 $96K 1.15% EC
17 Capital One Financial Corp. COF Mar 2026 507 $92K 1.11% EC
18 Interactive Brokers Group Inc IBKR Mar 2026 1,354 $91K 1.08% EC
19 The Progressive Corporation PGR Mar 2026 451 $89K 1.07% EC
20 CME Group Inc. CME Mar 2026 286 $84K 1.01% EC
21 Equinix, Inc. EQIX Mar 2026 86 $84K 1.01% EC
22 Intercontinental Exchange Inc ICE Mar 2026 507 $80K 0.95% EC
23 PNC Financial Services Group Inc. PNC Mar 2026 382 $79K 0.95% EC
24 Marsh & McLennan Companies, Inc. MRSH Mar 2026 458 $79K 0.95% EC
25 U.S. Bancorp. USB Mar 2026 1,486 $77K 0.92% EC
26 The Bank of New York Mellon Corp. BK Mar 2026 651 $77K 0.92% EC
27 American Tower Corporation AMT Mar 2026 437 $75K 0.90% EC
28 KKR & Co Inc. KKR Mar 2026 784 $73K 0.87% EC
29 Moodys Corp. MCO Mar 2026 164 $72K 0.85% EC
30 WILLIS TOWERS WATSON PLC WTW Mar 2026 245 $71K 0.85% EC
31 Arch Capital Group Ltd. ACGL Mar 2026 718 $69K 0.82% EC
32 NU HOLDINGS LTD NU Mar 2026 4,746 $68K 0.81% EC
33 Digital Realty Trust Inc. DLR Mar 2026 376 $68K 0.81% EC
34 Truist Financial Corp. TFC Mar 2026 1,445 $66K 0.79% EC
35 Gallagher Aj &Co AJG Mar 2026 306 $66K 0.79% EC
36 Travelers Companies, Inc. TRV Mar 2026 227 $66K 0.79% EC
37 Simon Property Group Inc SPG Mar 2026 349 $65K 0.78% EC
38 Robinhood Markets Inc HOOD Mar 2026 938 $65K 0.78% EC
39 Aon PLC AON Mar 2026 199 $64K 0.77% EC
40 Chubb Ltd. Switzerland CB Mar 2026 196 $64K 0.76% EC
41 The Allstate Corporation ALL Mar 2026 301 $62K 0.75% EC
42 Realty Income Corporation O Mar 2026 1,019 $62K 0.74% EC
43 Apollo Global Management Inc APO Mar 2026 556 $62K 0.74% EC
44 XP INC XP Mar 2026 3,215 $61K 0.73% EC
45 Aflac Incorporated AFL Mar 2026 552 $61K 0.72% EC
46 Brookfield Corp. BN Mar 2026 1,481 $60K 0.72% EC
47 Fifth Third Bancorp FITB Mar 2026 1,247 $58K 0.69% EC
48 Nasdaq Inc NDAQ Mar 2026 668 $57K 0.68% EC
49 Paypal Holdings Inc. PYPL Mar 2026 1,243 $56K 0.67% EC
50 Stoneco Ltd STNE Mar 2026 3,973 $56K 0.67% EC
51 The Toronto-Dominion Bank TD Mar 2026 592 $55K 0.66% EC
52 Ameriprise Financial, Inc. AMP Mar 2026 124 $55K 0.66% EC
53 Coinbase Global Inc COIN Mar 2026 315 $55K 0.66% EC
54 Ares Management Corporation ARES Mar 2026 500 $55K 0.65% EC
55 Itau Unibanco Holding SA ITUB Mar 2026 6,504 $55K 0.65% EC
56 ICICI Bank Ltd. IBN Mar 2026 2,104 $54K 0.65% EC
57 American International Group Inc. AIG Mar 2026 720 $54K 0.65% EC
58 MetLife Inc. MET Mar 2026 765 $54K 0.65% EC
59 Bank of Nova Scotia BNS Mar 2026 778 $54K 0.64% EC
60 Rydex Series Funds RY Mar 2026 333 $54K 0.64% EC
61 Rocket Companies Inc RKT Mar 2026 3,771 $54K 0.64% EC
62 Public Storage PSA Mar 2026 197 $53K 0.64% EC
63 Block Inc XYZ Mar 2026 881 $53K 0.63% EC
64 MSCI Inc. MSCI Mar 2026 98 $53K 0.63% EC
65 The Hartford Insurance Group Inc. HIG Mar 2026 387 $52K 0.63% EC
66 Prudential Financial, Inc. PRU Mar 2026 531 $52K 0.62% EC
67 Ventas Inc. VTR Mar 2026 627 $51K 0.61% EC
68 State Street Corp. STT Mar 2026 397 $50K 0.60% EC
69 Crown Castle Inc. CCI Mar 2026 611 $50K 0.59% EC
70 M&T Bank Corporation MTB Mar 2026 235 $49K 0.58% EC
71 Huntington Bancshares Incorporated HBAN Mar 2026 3,090 $48K 0.58% EC
72 HDFC Bank Ltd. HDB Mar 2026 1,937 $48K 0.58% EC
73 Fiserv Inc. FISV Mar 2026 813 $45K 0.54% EC
74 Cboe Global Markets Inc CBOE Mar 2026 161 $45K 0.54% EC
75 Vici Properties Inc VICI Mar 2026 1,637 $45K 0.53% EC
76 Iron Mountain Inc. IRM Mar 2026 433 $44K 0.53% EC
77 Popular, Inc. BPOP Mar 2026 329 $44K 0.53% EC
78 Raymond James Financial Inc. RJF Mar 2026 301 $44K 0.52% EC
79 EXTRA SPACE STORAGE INC EXR Mar 2026 331 $43K 0.52% EC
80 LPL Financial Holdings Inc. LPLA Mar 2026 144 $43K 0.52% EC
81 Citizens Financial Group Inc CFG Mar 2026 722 $43K 0.52% EC
82 Northern Trust Corporation NTRS Mar 2026 310 $43K 0.52% EC
83 Synchrony Financial SYF Mar 2026 632 $43K 0.51% EC
84 Tradeweb Markets Inc TW Mar 2026 358 $42K 0.50% EC
85 Regions Financial Corporation RF Mar 2026 1,599 $42K 0.50% EC
86 Fidelity National Information Services Inc FIS Mar 2026 879 $41K 0.49% EC
87 KeyCorp KEY Mar 2026 2,051 $41K 0.49% EC
88 Cincinnati Financial Corporation CINF Mar 2026 260 $41K 0.49% EC
89 AvalonBay Communities, Inc. AVB Mar 2026 244 $40K 0.48% EC
90 Equity Residential EQR Mar 2026 665 $39K 0.47% EC
91 Principal Financial Group Inc. PFG Mar 2026 431 $39K 0.46% EC
92 Price T Rowe Group Inc. TROW Mar 2026 424 $38K 0.46% EC
93 Weyerhaeuser Company WY Mar 2026 1,513 $37K 0.44% EC
94 Sofi Technologies Inc SOFI Mar 2026 2,326 $37K 0.44% EC
95 Brookfield Asset Management Ltd BAM Mar 2026 829 $37K 0.44% EC
96 Brown & Brown Inc BRO Mar 2026 565 $37K 0.44% EC
97 Corpay Inc CPAY Mar 2026 123 $36K 0.43% EC
98 W.R. Berkley Corporation WRB Mar 2026 534 $35K 0.42% EC
99 SBA Communications Corp. SBAC Mar 2026 205 $35K 0.42% EC
100 Blue Owl Capital Inc OWL Mar 2026 3,741 $34K 0.41% EC
101 Global Payments Inc GPN Mar 2026 502 $34K 0.40% EC
102 TPG Inc TPG Mar 2026 821 $33K 0.40% EC
103 Toast Inc TOST Mar 2026 1,241 $33K 0.39% EC
104 Annaly Capital Management, Inc. NLY Mar 2026 1,555 $33K 0.39% EC
105 Affirm Holdings Inc AFRM Mar 2026 716 $33K 0.39% EC
106 East West Bancorp Inc EWBC Mar 2026 306 $33K 0.39% EC
107 Sun Communities, Inc. SUI Mar 2026 257 $32K 0.39% EC
108 Regency Centers Corp. REG Mar 2026 425 $32K 0.38% EC
109 INVITATION HOMES INC INVH Mar 2026 1,288 $32K 0.38% EC
110 Carlyle Group Inc CG Mar 2026 659 $32K 0.38% EC
111 Host Hotels & Resorts Inc HST Mar 2026 1,644 $31K 0.38% EC
112 Mid-America Apartment Communities, Inc. MAA Mar 2026 257 $31K 0.37% EC
113 PINNACLE FINANCIAL PARTNERS INC PNFP Mar 2026 363 $31K 0.37% EC
114 Ares Capital Corp. ARCC Mar 2026 1,714 $31K 0.37% EC
115 Lamar Advertising Company LAMR Mar 2026 233 $30K 0.35% EC
116 Invesco Ltd IVZ Mar 2026 1,193 $29K 0.35% EC
117 Ally Financial Inc. ALLY Mar 2026 738 $29K 0.35% EC
118 First Horizon Corporation FHN Mar 2026 1,263 $29K 0.34% EC
119 Healthpeak Properties Inc DOC Mar 2026 1,736 $29K 0.34% EC
120 Agnc Investment Corp AGNC Mar 2026 2,833 $28K 0.34% EC
121 Gaming and Leisure Properties Inc GLPI Mar 2026 636 $28K 0.34% EC
122 Henry Jack & Associates Inc. JKHY Mar 2026 178 $28K 0.34% EC
123 Equitable Holdings Inc EQH Mar 2026 751 $28K 0.33% EC
124 UDR Inc UDR Mar 2026 813 $27K 0.33% EC
125 Equity Lifestyle Properties Inc ELS Mar 2026 439 $27K 0.33% EC
126 Wintrust Financial Corporation WTFC Mar 2026 191 $27K 0.32% EC
127 Zions Bancorporation Natl Assn Global Bank ZION Mar 2026 444 $26K 0.31% EC
128 SEI Investments Co SEIC Mar 2026 323 $25K 0.30% EC
129 FactSet Research Systems Inc. FDS Mar 2026 116 $25K 0.30% EC
130 Columbia Banking System Inc. COLB Mar 2026 904 $25K 0.30% EC
131 First Citizens BancShares Inc (Delaware) FCNCA Mar 2026 13 $25K 0.29% EC
132 J.P. MORGAN SECURITIES LLC 000000000 Mar 2026 24,409 $24K 0.29% RA
133 Old National Bancorp ONB Mar 2026 1,086 $24K 0.29% EC
134 UMB Financial Corp. UMBF Mar 2026 209 $24K 0.28% EC
135 Franklin Resources Inc. BEN Mar 2026 993 $23K 0.28% EC
136 Jefferies Financial Group Inc JEF Mar 2026 566 $23K 0.28% EC
137 COMMERCE BANCSHARES INC (MO) CBSH Mar 2026 470 $23K 0.28% EC
138 Corebridge Financial Inc. CRBG Mar 2026 967 $23K 0.28% EC
139 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 000000000 Mar 2026 22,183 $22K 0.27% RA
140 Erie Indemnity Co ERIE Mar 2026 87 $22K 0.26% EC
141 Galaxy Digital Inc. GLXY Mar 2026 1,173 $22K 0.26% EC
142 Valley National Bancorp. VLY Mar 2026 1,711 $21K 0.25% EC
143 Hancock Whitney Corporation HWC Mar 2026 307 $20K 0.23% EC
144 Bank OZK OZK Mar 2026 416 $19K 0.23% EC
145 SLM CORP (SALLIE MAE) SLM Mar 2026 819 $18K 0.21% EC
146 Selective Insurance Group Inc. SIGI Mar 2026 227 $17K 0.20% EC
147 Hamilton Lane Inc HLNE Mar 2026 166 $17K 0.20% EC
148 Brighthouse Financial Inc. BHF Mar 2026 261 $16K 0.19% EC
149 MarketAxess Holdings Inc. MKTX Mar 2026 89 $15K 0.18% EC
150 REMITLY GLOBAL INC RELY Mar 2026 929 $15K 0.17% EC
151 Oscar Health Inc OSCR Mar 2026 1,269 $15K 0.17% EC
152 Shift4 Payments Inc FOUR Mar 2026 318 $14K 0.17% EC
153 Upstart Holdings Inc UPST Mar 2026 507 $13K 0.16% EC
154 Euronet Worldwide, Inc. EEFT Mar 2026 194 $13K 0.15% EC
155 WEBULL CORP BULL Mar 2026 2,229 $11K 0.13% EC
156 Morningstar Inc MORN Mar 2026 52 $9K 0.11% EC
157 Dave Inc DAVE Mar 2026 30 $5K 0.06% EC
158 Sezzle Inc. SEZL Mar 2026 67 $4K 0.05% EC