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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 34 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 21,296.0 $1.8M 0.00% NEW $86.09 +17.3%
662 EFX EQUIFAX INC Industrials 11,516.0 $1.8M 0.00% NEW $158.72 +22.6%
663 ALB ALBEMARLE CORP Basic Materials 13,394.0 $1.8M 0.00% NEW $135.03 +4.8%
664 ADMA ADMA BIOLOGICS INC Healthcare 215,996.0 $1.8M 0.00% NEW $8.37 +14.1%
665 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 22,807.0 $1.8M 0.00% NEW $79.22 +8.3%
666 WKC WORLD KINECT CORPORATION Energy 54,841.0 $1.8M 0.00% NEW $32.94 +8.1%
667 ALGN ALIGN TECHNOLOGY INC Healthcare 10,692.0 $1.8M 0.00% NEW $168.66 -5.3%
668 IP INTERNATIONAL PAPER CO Consumer Cyclical 47,300.0 $1.8M 0.00% NEW $38.10 +7.7%
669 FTV FORTIVE CORP Technology 29,484.0 $1.8M 0.00% NEW $61.09 -1.0%
670 AMCOR PLC 41,300.0 $1.8M 0.00% NEW $43.35
671 DECK DECKERS OUTDOOR CORP Consumer Cyclical 17,908.0 $1.8M 0.00% NEW $99.29 -7.3%
672 ERIE ERIE INDTY CO Financial Services 7,399.0 $1.8M 0.00% NEW $239.75 +12.1%
673 APTIV PLC 28,862.0 $1.8M 0.00% NEW $61.38
674 IMNM IMMUNOME INC Healthcare 83,170.0 $1.8M 0.00% NEW $21.19 +32.2%
675 DOW DOW HLDGS INC Basic Materials 64,383.0 $1.8M 0.00% NEW $27.36 +14.9%
676 PATHWARD FINANCIAL INC 20,200.0 $1.8M 0.00% NEW $87.06
677 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 11,361.0 $1.7M 0.00% NEW $152.82 -4.6%
678 STZ CONSTELLATION BRANDS INC Consumer Defensive 12,456.0 $1.7M 0.00% NEW $139.09 -1.1%
679 BBY BEST BUY INC Consumer Cyclical 22,590.0 $1.7M 0.00% NEW $75.88 +15.3%
680 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 402,880.0 $1.7M 0.00% NEW $4.16 +93.7%
Page 34 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%