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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 17 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 21,015.0 $6.9M 0.02% NEW $330.46 -1.2%
322 URI UNITED RENTALS INC Industrials 6,059.0 $6.9M 0.02% NEW $1132.89 -3.0%
323 ITW ILLINOIS TOOL WKS INC Industrials 25,318.0 $6.8M 0.02% NEW $270.47 +4.4%
324 DLR DIGITAL RLTY TR INC Real Estate 38,063.0 $6.8M 0.02% NEW $179.58 +6.1%
325 CRH PLC 63,842.0 $6.8M 0.02% NEW $107.00
326 EXP EAGLE MATLS INC Basic Materials 30,233.0 $6.8M 0.01% NEW $225.00 -8.0%
327 O REALTY INCOME CORP Real Estate 108,202.0 $6.7M 0.01% NEW $61.96 +1.0%
328 SRE SEMPRA Utilities 72,198.0 $6.7M 0.01% NEW $92.71 -10.6%
329 HCA HCA HEALTHCARE INC Healthcare 17,095.0 $6.7M 0.01% NEW $389.89 +10.1%
330 HPQ HP INC Technology 303,021.0 $6.6M 0.01% NEW $21.94 +35.4%
331 D DOMINION ENERGY INC Utilities 97,141.0 $6.6M 0.01% NEW $68.29 -2.5%
332 BIIB BIOGEN INC Healthcare 30,461.0 $6.6M 0.01% NEW $216.06 +0.3%
333 CL COLGATE PALMOLIVE CO Consumer Defensive 71,480.0 $6.6M 0.01% NEW $91.68 -0.7%
334 CVNA CARVANA CO Consumer Cyclical 98,067.0 $6.5M 0.01% NEW $65.82 +6.2%
335 GM GENERAL MTRS CO Consumer Cyclical 83,243.0 $6.4M 0.01% NEW $77.08 +14.1%
336 CORPAY INC 19,034.0 $6.3M 0.01% NEW $333.27
337 ECL ECOLAB INC Basic Materials 22,624.0 $6.3M 0.01% NEW $278.61 +1.1%
338 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 114,745.0 $6.3M 0.01% NEW $54.90 -18.9%
339 SMCI SUPER MICRO COMPUTER INC Technology 214,549.0 $6.3M 0.01% NEW $29.33 +27.0%
340 UAL UNITED AIRLS HLDGS INC Industrials 45,777.0 $6.2M 0.01% NEW $135.99 -16.8%
Page 17 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%