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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 33 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MAA MID-AMER APT CMNTYS INC Real Estate 14,486.0 $2.0M 0.01% NEW $138.94 -4.2%
642 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 108,749.0 $2.0M 0.01% NEW $18.37 +30.8%
643 RL RALPH LAUREN CORP Consumer Cyclical 4,944.0 $2.0M 0.01% NEW $401.41 -7.6%
644 PFS PROVIDENT FINL SVCS INC Financial Services 83,928.0 $2.0M 0.01% NEW $23.64 -0.3%
645 MBC MASTERBRAND INC Consumer Cyclical 192,081.0 $2.0M 0.01% NEW $10.29 -9.4%
646 RVTY REVVITY INC Healthcare 17,758.0 $2.0M 0.00% NEW $111.26 +10.6%
647 WAFD WAFD INC Financial Services 51,448.0 $2.0M 0.00% NEW $38.37 -5.4%
648 NVAX NOVAVAX INC Healthcare 208,696.0 $2.0M 0.00% NEW $9.42 -5.9%
649 TECH BIO-TECHNE CORP Healthcare 27,593.0 $1.9M 0.00% NEW $70.65 +2.5%
650 DISC MEDICINE INC 26,566.0 $1.9M 0.00% NEW $73.14
651 FEDEX FGHT HLDG CO INC 12,691.0 $1.9M 0.00% NEW $151.00
652 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 37,986.0 $1.9M 0.00% NEW $49.86 +6.4%
653 PKG PACKAGING CORP AMER Consumer Cyclical 7,910.0 $1.9M 0.00% NEW $238.28 +4.4%
654 TSCO TRACTOR SUPPLY CO Consumer Cyclical 59,476.0 $1.9M 0.00% NEW $31.61 +13.6%
655 HST HOST HOTELS & RESORTS INC Real Estate 79,269.0 $1.9M 0.00% NEW $23.71 -2.2%
656 NET CLOUDFLARE INC Technology 7,649.0 $1.9M 0.00% NEW $245.28 +14.3%
657 CRL CHARLES RIV LABS INTL INC Healthcare 8,246.0 $1.9M 0.00% NEW $226.79 +31.7%
658 OMC OMNICOM GROUP INC Communication Services 25,453.0 $1.9M 0.00% NEW $72.83 +22.1%
659 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 87,073.0 $1.8M 0.00% NEW $21.11 -18.4%
660 DOC HEALTHPEAK PROPERTIES INC Real Estate 85,802.0 $1.8M 0.00% NEW $21.40 +1.1%
Page 33 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%