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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 29 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FBP FIRST BANCORP CORPORATION Financial Services 107,222.0 $2.8M 0.01% NEW $26.07 +8.3%
562 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7,776.0 $2.8M 0.01% NEW $359.00 -1.6%
563 ACAD ACADIA PHARMACEUTICALS INC Healthcare 110,254.0 $2.8M 0.01% NEW $25.30 +17.2%
564 STLD STEEL DYNAMICS INC Basic Materials 12,111.0 $2.8M 0.01% NEW $229.46 -0.1%
565 NUVL NUVALENT INC Healthcare 22,380.0 $2.8M 0.01% NEW $123.50 +0.4%
566 IMVT IMMUNOVANT INC Healthcare 71,430.0 $2.8M 0.01% NEW $38.53 +12.4%
567 FE FIRSTENERGY CORP Utilities 57,498.0 $2.7M 0.01% NEW $47.54 -2.0%
568 NOG NORTHERN OIL & GAS INC Energy 150,221.0 $2.7M 0.01% NEW $18.15 +47.9%
569 XYL XYLEM INC Industrials 22,986.0 $2.7M 0.01% NEW $118.21 -3.4%
570 NTLA INTELLIA THERAPEUTICS INC Healthcare 159,581.0 $2.7M 0.01% NEW $16.92 -25.8%
571 GRAL GRAIL INC Healthcare 39,519.0 $2.7M 0.01% NEW $68.27 +12.2%
572 HEI HEICO CORP NEW Industrials 7,521.0 $2.7M 0.01% NEW $356.19 -1.0%
573 HUBB HUBBELL INC Industrials 5,112.0 $2.7M 0.01% NEW $523.20 -10.8%
574 OTIS OTIS WORLDWIDE CORP Industrials 37,112.0 $2.7M 0.01% NEW $71.60 +0.8%
575 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 265,618.0 $2.7M 0.01% NEW $10.00 -3.2%
576 DG DOLLAR GEN CORP Consumer Defensive 22,768.0 $2.6M 0.01% NEW $115.11 +8.9%
577 TBBK BANCORP INC DEL Financial Services 41,713.0 $2.6M 0.01% NEW $62.64 +6.6%
578 CMS CMS ENERGY CORP Utilities 34,121.0 $2.6M 0.01% NEW $76.50 -10.6%
579 CPRX CATALYST PHARMACEUTICALS INC Healthcare 82,757.0 $2.6M 0.01% NEW $31.43 +0.2%
580 LYV LIVE NATION ENTERTAINMENT IN Communication Services 14,135.0 $2.6M 0.01% NEW $183.11 +0.8%
Page 29 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%