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Holdings (Monthly) Guide ↗

Dow 2x Strategy Fund

· Rydex Variable Trust
Monthly Holdings $13M AUM 38 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 6 New 30 Added 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CATERPILLAR INC CAT Sep 2023 1,205 +482 $1.3M +150.5% 11.55% EC
2 GOLDMAN SACHS GROUP INC (THE) GS Sep 2023 1,205 +482 $1.2M +99.2% 10.97% EC
3 J.P. MORGAN SECURITIES LLC 000000000 Mar 2026 554,444 +554,443 $554K -8796.7% 4.99% RA
4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 000000000 Mar 2026 554,418 NEW $554K 4.99% RA
5 UNITEDHEALTH GROUP INC UNH Sep 2023 1,205 +482 $501K +156.0% 4.51% EC
6 MICROSOFT CORP MSFT Sep 2023 1,205 +482 $449K +67.9% 4.05% EC
7 AMGEN INC AMGN Sep 2023 1,205 +482 $436K +71.5% 3.93% EC
8 ALPHABET INC GOOGL Jun 2026 1,205 NEW $431K 3.88% EC
9 HOME DEPOT INC (THE) HD Sep 2023 1,205 +482 $425K +78.7% 3.83% EC
10 SHERWIN-WILLIAMS COMPANY (THE) SHW Mar 2026 1,205 +482 $415K +79.0% 3.74% EC
11 VISA INC V Sep 2023 1,205 +482 $413K +89.2% 3.72% EC
12 AMERICAN EXPRESS COMPANY AXP Sep 2023 1,205 +482 $408K +86.4% 3.67% EC
13 TRAVELERS COMPANIES INC (THE) TRV Sep 2023 1,205 +482 $398K +88.6% 3.58% EC
14 JP MORGAN CHASE & COMPANY JPM Sep 2023 1,205 +482 $394K +85.5% 3.55% EC
15 APPLE INC AAPL Sep 2023 1,205 +482 $349K +90.0% 3.14% EC
16 INTERNATIONAL BUSINESS MACHINES CORP IBM Sep 2023 1,205 +482 $339K +93.4% 3.05% EC
17 MCDONALD'S CORP MCD Sep 2023 1,205 +482 $326K +45.0% 2.93% EC
18 JOHNSON & JOHNSON JNJ Sep 2023 1,205 +482 $306K +73.2% 2.76% EC
19 AMAZON.COM INC AMZN Mar 2026 1,205 +482 $287K +90.7% 2.59% EC
20 HONEYWELL INTERNATIONAL INC HONIV Jun 2026 1,195 NEW $268K 2.41% EC
21 BOEING COMPANY (THE) BA Sep 2023 1,205 +482 $261K +81.3% 2.35% EC
22 NVIDIA CORP NVDA Mar 2026 1,205 +482 $241K +91.2% 2.17% EC
23 DREYFUS TREASURY OBLIGATIONS CASH MANAGEMENT DTRXX Mar 2026 221,921 +99,999 $222K +82.0% 2.00% STIV
24 BNP PARIBAS SECURITIES CORP. 000000000 Mar 2026 1 NEW $200K 1.80% DE
25 CHEVRON CORP CVX Sep 2023 1,205 +482 $200K +33.5% 1.80% EC
26 3M COMPANY MMM Sep 2023 1,205 +482 $195K +85.8% 1.76% EC
27 SALESFORCE INC CRM Sep 2023 1,205 +482 $189K +39.9% 1.70% EC
28 PROCTER & GAMBLE COMPANY (THE) PG Sep 2023 1,205 +482 $177K +69.2% 1.59% EC
29 MERCK & COMPANY INC MRK Sep 2023 1,205 +482 $155K +78.0% 1.39% EC
30 CISCO SYSTEMS INC CSCO Sep 2023 1,205 +482 $142K +152.3% 1.27% EC
31 WALMART INC WMT Sep 2023 1,205 +482 $136K +51.9% 1.23% EC
32 WALT DISNEY COMPANY (THE) DIS Sep 2023 1,205 +482 $116K +66.4% 1.04% EC
33 COCA-COLA COMPANY (THE) KO Sep 2023 1,205 +482 $98K +78.1% 0.88% EC
34 NIKE INC NKE Sep 2023 1,205 +482 $49K +29.5% 0.45% EC
35 BOARD OF TRADE OF THE CITY OF CHICAGO, INC. YM U26 Mar 2026 7 NEW $24K 0.22% DE
36 BARCLAYS BANK PLC 000000000 Mar 2026 1 NEW $19K 0.17% DE
Honeywell International Inc. 438516106 723 SOLD $0.2M
Verizon Communications Inc. 92343V104 723 SOLD $0.0M