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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 19 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TGT TARGET CORP Consumer Defensive 43,230.0 $5.6M 0.01% NEW $130.61 +26.7%
362 L LOEWS CORP Financial Services 49,152.0 $5.6M 0.01% NEW $113.21 -3.0%
363 APA APA CORPORATION Energy 170,153.0 $5.5M 0.01% NEW $32.57 +33.2%
364 CARR CARRIER GLOBAL CORPORATION Industrials 75,507.0 $5.5M 0.01% NEW $73.35 -17.7%
365 ATI ATI INC Industrials 27,643.0 $5.4M 0.01% NEW $197.10 +5.0%
366 BRO BROWN & BROWN INC Financial Services 84,915.0 $5.4M 0.01% NEW $64.15 +13.7%
367 GPN GLOBAL PMTS INC Industrials 74,628.0 $5.4M 0.01% NEW $72.56 +28.8%
368 VTR VENTAS INC Real Estate 60,509.0 $5.4M 0.01% NEW $88.80 +4.8%
369 AME AMETEK INC Industrials 22,168.0 $5.4M 0.01% NEW $241.94 -1.0%
370 ROK ROCKWELL AUTOMATION INC Industrials 10,763.0 $5.3M 0.01% NEW $495.08 -11.7%
371 HAL HALLIBURTON CO Energy 156,779.0 $5.3M 0.01% NEW $33.95 +4.1%
372 HUM HUMANA INC Healthcare 13,212.0 $5.2M 0.01% NEW $397.22 -4.6%
373 AZO AUTOZONE INC Consumer Cyclical 1,627.0 $5.2M 0.01% NEW $3195.94 -7.4%
374 FTAI AVIATION LTD 19,164.0 $5.2M 0.01% NEW $270.53
375 WWD WOODWARD INC Industrials 12,069.0 $5.1M 0.01% NEW $425.44 -19.3%
376 INCY INCYTE CORP Healthcare 44,663.0 $5.1M 0.01% NEW $113.36 +12.7%
377 CTVA CORTEVA INC Basic Materials 59,745.0 $5.1M 0.01% NEW $84.69 -3.4%
378 F FORD MTR CO Consumer Cyclical 361,331.0 $5.0M 0.01% NEW $13.90 +3.7%
379 TREX TREX INC Industrials 99,934.0 $5.0M 0.01% NEW $50.04 -6.4%
380 UFPI UFP INDUSTRIES INC Basic Materials 54,324.0 $4.9M 0.01% NEW $90.74 -2.1%
Page 19 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%