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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 12 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CVS CVS HEALTH CORP Healthcare 140,449.0 $14.5M 0.03% NEW $103.45 -10.1%
222 PLD PROLOGIS INC. Real Estate 105,006.0 $14.2M 0.03% NEW $135.47 +4.7%
223 JBL JABIL INC Technology 36,587.0 $14.1M 0.03% NEW $385.48 -18.7%
224 HBAN HUNTINGTON BANCSHARES INC Financial Services 792,358.0 $14.0M 0.03% NEW $17.73 -3.9%
225 FERROVIAL NV 203,602.0 $14.0M 0.03% NEW $68.61
226 CRWV COREWEAVE INC Technology 139,521.0 $13.9M 0.03% NEW $99.54 -11.7%
227 MELI MERCADOLIBRE INC Consumer Cyclical 8,166.0 $13.9M 0.03% NEW $1697.39 +13.3%
228 MTB M & T BK CORP Financial Services 57,832.0 $13.8M 0.03% NEW $238.01 +1.0%
229 STT STATE STR CORP Financial Services 80,624.0 $13.7M 0.03% NEW $169.60 +10.3%
230 HONEYWELL INTL INC 59,747.0 $13.4M 0.03% NEW $223.90
231 MET METLIFE INC Financial Services 157,444.0 $13.3M 0.03% NEW $84.61 +11.5%
232 VRT VERTIV HOLDINGS CO Industrials 39,522.0 $13.2M 0.03% NEW $334.82 -21.8%
233 SLB SLB LIMITED Energy 284,375.0 $13.2M 0.03% NEW $46.49 +15.9%
234 HONEYWELL AEROSPACE INC 59,747.0 $13.2M 0.03% NEW $221.08
235 DHR DANAHER CORP DEL Healthcare 69,337.0 $13.2M 0.03% NEW $190.48 +14.9%
236 BMY BRISTOL-MYERS SQUIBB CO Healthcare 228,360.0 $13.2M 0.03% NEW $57.62 +16.3%
237 THOMSON REUTERS CORP 160,063.0 $13.1M 0.03% NEW $81.67
238 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 179,846.0 $12.9M 0.03% NEW $71.74 +1.0%
239 T AT&T INC Communication Services 620,666.0 $12.8M 0.03% NEW $20.70 +22.3%
240 BLOCK INC 165,315.0 $12.6M 0.03% NEW $76.00
Page 12 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%