BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 15 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TPL TEXAS PACIFIC LAND CORPORATI Energy 21,388.0 $9.4M 0.02% NEW $437.64 -12.3%
282 SKY CHAMPION HOMES INC Consumer Cyclical 105,581.0 $9.3M 0.02% NEW $88.12 +2.4%
283 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 23,904.0 $9.2M 0.02% NEW $386.73 +3.6%
284 FICO FAIR ISAAC CORP Technology 7,686.0 $9.2M 0.02% NEW $1194.78 -1.9%
285 CVCO CAVCO INDS INC DEL Consumer Cyclical 14,813.0 $9.1M 0.02% NEW $614.38 -5.2%
286 FSLR FIRST SOLAR INC Energy 37,846.0 $8.9M 0.02% NEW $235.96 -9.2%
287 NEM NEWMONT CORP Basic Materials 95,355.0 $8.9M 0.02% NEW $93.40 +40.9%
288 FCX FREEPORT MCMORAN INC Basic Materials 138,664.0 $8.7M 0.02% NEW $62.89 +21.9%
289 EWW ISHARES INC 115,721.0 $8.7M 0.02% NEW $75.27 +2.8%
290 UPS UNITED PARCEL SVCS INC Industrials 80,616.0 $8.7M 0.02% NEW $107.50 -5.1%
291 JCI JOHNSON CONTROLS INTERNATION Industrials 59,006.0 $8.6M 0.02% NEW $146.11 -2.1%
292 AMT AMERICAN TOWER CORP Real Estate 52,474.0 $8.6M 0.02% NEW $163.57 +7.5%
293 CINF CINCINNATI FINL CORP Financial Services 45,062.0 $8.3M 0.02% NEW $185.14 -9.1%
294 FFIV F5 INC Technology 20,044.0 $8.3M 0.02% NEW $415.96 -7.5%
295 SSD SIMPSON MFG INC Industrials 39,569.0 $8.3M 0.02% NEW $209.35 -9.8%
296 EMR EMERSON ELEC CO Industrials 57,743.0 $8.3M 0.02% NEW $143.15 +9.8%
297 SPG SIMON PPTY GROUP INC NEW Real Estate 36,523.0 $8.2M 0.02% NEW $223.65 -2.4%
298 MMM 3M CO Industrials 50,445.0 $8.2M 0.02% NEW $161.91 +10.5%
299 EXPAND ENERGY CORPORATION 89,443.0 $8.2M 0.02% NEW $91.19
300 NLR VANECK ETF TRUST 69,844.0 $8.1M 0.02% NEW $115.98 +3.4%
Page 15 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%