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Holdings (Monthly) Guide ↗

Basic Materials

· Rydex Variable Trust
Monthly Holdings $10M AUM 56 positions Period Jun 2026 Filed Aug 21, 2026 EDGAR ↗ ← All Funds
All 15 New 33 Added 56 Reduced 3 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 LINDE PLC LIN Mar 2026 759 -17,965 $394K +2003.6% 4.16% EC
2 SHERWIN-WILLIAMS COMPANY (THE) SHW Mar 2026 676 -51 $233K -0.1% 2.46% EC
3 FREEPORT-MCMORAN INC FCX Mar 2026 3,671 -574 $231K -7.5% 2.44% EC
4 ECOLAB INC ECL Mar 2026 776 -36 $216K +0.1% 2.28% EC
5 AIR PRODUCTS AND CHEMICALS INC APD Mar 2026 713 -10 $209K -0.5% 2.21% EC
6 CORTEVA INC CTVA Mar 2026 2,388 -50 $202K -0.9% 2.14% EC
7 NUCOR CORP NUE Mar 2026 733 -261 $163K -2.9% 1.72% EC
8 VULCAN MATERIALS COMPANY VMC Mar 2026 544 -54 $160K -1.4% 1.69% EC
9 MARTIN MARIETTA MATERIALS INC MLM Mar 2026 262 -10 $151K -5.6% 1.60% EC
10 PPG INDUSTRIES INC PPG Mar 2026 1,092 -191 $132K -3.4% 1.40% EC
11 STEEL DYNAMICS INC STLD Mar 2026 550 -213 $126K -8.1% 1.33% EC
12 VALE SA VALE Mar 2026 8,221 -300 $124K -8.8% 1.31% EC
13 PACKAGING CORP OF AMERICA PKG Mar 2026 498 -55 $119K +1.1% 1.25% EC
14 INTERNATIONAL PAPER COMPANY IP Mar 2026 3,068 -326 $117K -3.5% 1.23% EC
15 INTERNATIONAL FLAVORS & FRAGRANCES INC IFF Mar 2026 1,415 -160 $112K -1.9% 1.18% EC
16 BALL CORP BALL Mar 2026 1,734 -21 $108K +4.3% 1.14% EC
17 RELIANCE INC RS Mar 2026 278 -78 $104K -4.0% 1.10% EC
18 COEUR MINING INC CDE Mar 2026 6,244 -2,742 $102K -39.6% 1.08% EC
19 SOLSTICE ADVANCED MATERIALS INC SOLS Mar 2026 1,124 -138 $100K +3.6% 1.05% EC
20 BHP GROUP LTD BHP Mar 2026 1,191 -334 $99K -10.6% 1.05% EC
21 SOUTHERN COPPER CORP SCCO Mar 2026 561 -34 $98K -4.5% 1.03% EC
22 RPM INTERNATIONAL INC RPM Mar 2026 856 -107 $95K -0.6% 1.00% EC
23 CROWN HOLDINGS INC CCK Mar 2026 845 -37 $94K +6.9% 1.00% EC
24 RIO TINTO PLC RIO Mar 2026 990 -185 $94K -14.3% 0.99% EC
25 TECK RESOURCES LTD TECK Mar 2026 1,573 -465 $94K -11.3% 0.99% EC
26 AVERY DENNISON CORP AVY Mar 2026 556 -15 $90K -8.5% 0.95% EC
27 ELEMENT SOLUTIONS INC ESI Mar 2026 1,821 -665 $87K +2.5% 0.92% EC
28 CEMEX-CEMENTOS MEXICANOS SAB DE CV CX Mar 2026 7,125 -1,951 $86K -17.7% 0.90% EC
29 HUDBAY MINERALS INC HBM Mar 2026 3,571 -778 $84K -7.2% 0.89% EC
30 ALCOA CORP AA Mar 2026 1,556 -141 $81K -27.9% 0.86% EC
31 ARCELORMITTAL SA MT Mar 2026 1,314 -385 $79K -10.4% 0.84% EC
32 MP MATERIALS CORP MP Mar 2026 1,317 -80 $74K +9.4% 0.78% EC
33 EAGLE MATERIALS INC EXP Mar 2026 301 -50 $68K +1.8% 0.72% EC
34 EASTMAN CHEMICAL COMPANY EMN Mar 2026 993 -57 $67K -17.0% 0.70% EC
35 APTARGROUP INC ATR Mar 2026 526 -78 $66K -13.5% 0.70% EC
36 SONOCO PRODUCTS COMPANY SON Mar 2026 1,119 -37 $63K +0.8% 0.67% EC
37 SSR MINING INC SSRM Mar 2026 2,189 -40 $62K -5.5% 0.65% EC
38 COMMERCIAL METALS COMPANY CMC Mar 2026 941 -231 $59K -18.0% 0.62% EC
39 LOUISIANA PACIFIC CORP LPX Mar 2026 741 -42 $58K +2.3% 0.62% EC
40 KNIFE RIVER CORP KNF Mar 2026 683 -44 $57K -3.8% 0.60% EC
41 SILGAN HOLDINGS INC SLGN Mar 2026 1,179 -75 $55K +12.4% 0.58% EC
42 USA RARE EARTH INC USAR Mar 2026 2,306 -478 $50K +18.1% 0.53% EC
43 WARRIOR MET COAL INC HCC Mar 2026 602 -54 $49K -20.0% 0.52% EC
44 CLEVELAND-CLIFFS INC CLF Mar 2026 4,981 -1,887 $47K -19.4% 0.49% EC
45 SCOTTS MIRACLE-GRO COMPANY (THE) SMG Mar 2026 666 -81 $45K -0.1% 0.48% EC
46 GRAPHIC PACKAGING HOLDING COMPANY GPK Mar 2026 4,247 -471 $45K -4.3% 0.47% EC
47 CHEMOURS COMPANY (THE) CC Mar 2026 2,081 -387 $43K -21.5% 0.45% EC
48 SENSIENT TECHNOLOGIES CORP SXT Mar 2026 316 -167 $39K -6.7% 0.41% EC
49 CENTURY ALUMINUM COMPANY CENX Mar 2026 842 -78 $39K -28.3% 0.41% EC
50 TRIMAS CORP TRS Mar 2026 671 -163 $30K +0.8% 0.32% EC
51 PURECYCLE TECHNOLOGIES INC PCT Mar 2026 3,724 -775 $30K +29.3% 0.32% EC
52 HUNTSMAN CORP HUN Mar 2026 2,603 -293 $28K -28.3% 0.29% EC
53 INNOSPEC INC IOSP Mar 2026 333 -174 $27K -26.8% 0.29% EC
54 ASP ISOTOPES INC ASPI Mar 2026 3,344 -311 $21K +28.7% 0.22% EC
55 RAMACO RESOURCES INC METC Mar 2026 1,459 -76 $19K -18.7% 0.20% EC
56 HAWKINS INC HWKN Mar 2026 100 -29 $14K -28.3% 0.15% EC