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Portfolio (Quarterly) Guide ↗

Rafferty Asset Management, LLC

· CIK 0001389426
13F Portfolio $43.9B AUM 1,133 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1133 New
Page 10 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KDP KEURIG DR PEPPER INC Consumer Defensive 582,641.0 $19.1M 0.04% NEW $32.73 -2.1%
182 KKR KKR & CO INC 207,294.0 $19.0M 0.04% NEW $91.78
183 LII LENNOX INTL INC Industrials 33,020.0 $18.9M 0.04% NEW $572.95 -29.7%
184 BLD TOPBUILD COR Industrials 53,034.0 $18.8M 0.04% NEW $354.53 +0.0%
185 VLO VALERO ENERGY CORP Energy 71,012.0 $18.5M 0.04% NEW $260.44 +34.0%
186 ODFL OLD DOMINION FREIGHT LINE IN Industrials 84,484.0 $18.3M 0.04% NEW $216.60 -4.7%
187 EA ELECTRONIC ARTS INC Communication Services 88,765.0 $18.2M 0.04% NEW $205.04 +2.3%
188 UNP UNION PAC CORP Industrials 66,673.0 $18.1M 0.04% NEW $272.00 +13.3%
189 WELL WELLTOWER INC Real Estate 79,505.0 $18.0M 0.04% NEW $226.97 +5.4%
190 IDXX IDEXX LABS INC Healthcare 34,084.0 $17.9M 0.04% NEW $526.44 +5.8%
191 ALL ALLSTATE CORP Financial Services 74,987.0 $17.8M 0.04% NEW $237.94 +6.7%
192 MPC MARATHON PETE CORP Energy 69,771.0 $17.8M 0.04% NEW $255.67 +41.1%
193 MCD MCDONALDS CORP Consumer Cyclical 65,316.0 $17.7M 0.04% NEW $270.31 +0.2%
194 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 272,193.0 $17.4M 0.04% NEW $64.01 +16.9%
195 ABT ABBOTT LABORATORIES Healthcare 191,733.0 $17.4M 0.04% NEW $90.74 +28.5%
196 AJG GALLAGHER ARTHUR J & CO Financial Services 74,837.0 $17.2M 0.04% NEW $229.57 +14.9%
197 MAS MASCO CORP Industrials 210,373.0 $17.1M 0.04% NEW $81.37 -9.9%
198 PAYX PAYCHEX INC Industrials 173,971.0 $17.1M 0.04% NEW $98.33 +26.6%
199 NOC NORTHROP GRUMMAN CORP Industrials 33,412.0 $17.0M 0.04% NEW $509.31 +8.2%
200 WMB WILLIAMS COS INC Energy 225,111.0 $16.7M 0.04% NEW $74.34 -5.2%
Page 10 of 57  ·  1,133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 77.5%
Financial Services 6.7%
Consumer Cyclical 4.4%
Industrials 2.7%
Healthcare 2.7%
Communication Services 2.2%
Energy 1.3%
Consumer Defensive 1.0%
Utilities 0.6%
Basic Materials 0.4%