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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 14 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 COIN COINBASE GLOBAL INC Financial Services 74,065.0 $10.8M 0.03% NEW $146.19 +27.6%
262 TRGP TARGA RES CORP Energy 40,281.0 $10.8M 0.03% NEW $268.14 +11.5%
263 MO ALTRIA GROUP INC Consumer Defensive 149,163.0 $10.7M 0.02% NEW $71.95 -8.1%
264 MTH MERITAGE HOMES CORP Consumer Cyclical 127,343.0 $10.7M 0.02% NEW $83.85 -14.5%
265 BLDR BUILDERS FIRSTSOURCE INC Industrials 119,230.0 $10.7M 0.02% NEW $89.48 -21.5%
266 HIG HARTFORD INSURANCE GROUP INC Financial Services 79,857.0 $10.6M 0.02% NEW $132.52 +2.7%
267 TT TRANE TECHNOLOGIES PLC Industrials 21,379.0 $10.5M 0.02% NEW $491.16 -7.7%
268 PWR QUANTA SVCS INC Industrials 14,514.0 $10.5M 0.02% NEW $720.04 -11.2%
269 OKE ONEOK INC NEW Energy 118,234.0 $10.3M 0.02% NEW $86.94 +7.3%
270 NDAQ NASDAQ INC Financial Services 130,154.0 $10.3M 0.02% NEW $78.82 +24.6%
271 TDY TELEDYNE TECHNOLOGIES INC Technology 15,349.0 $10.2M 0.02% NEW $666.90 -4.6%
272 EQT EQT CORP Energy 192,374.0 $10.2M 0.02% NEW $53.17 +1.0%
273 NTAP NETAPP INC Technology 65,381.0 $10.1M 0.02% NEW $154.76 +24.2%
274 CMI CUMMINS INC Industrials 14,117.0 $10.1M 0.02% NEW $713.21 -17.6%
275 MCK MCKESSON CORP Healthcare 13,227.0 $10.0M 0.02% NEW $755.60 +13.7%
276 OXY OCCIDENTAL PETE CORP Energy 205,360.0 $10.0M 0.02% NEW $48.57 +26.2%
277 INSTALLED BLDG PRODS INC 42,947.0 $9.9M 0.02% NEW $229.84
278 ACGL ARCH CAP GROUP LTD Financial Services 101,363.0 $9.8M 0.02% NEW $97.06 +2.4%
279 EEM ISHARES TR 138,859.0 $9.5M 0.02% NEW $68.41 -1.9%
280 NTRS NORTHERN TR CORP Financial Services 53,906.0 $9.4M 0.02% NEW $173.84 +5.8%
Page 14 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%