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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 36 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TRMK TRUSTMARK CORP Financial Services 32,883.0 $1.5M 0.00% NEW $46.01 +1.0%
702 LEG LEGGETT & PLATT INC Consumer Cyclical 129,081.0 $1.5M 0.00% NEW $11.71 -19.9%
703 LENNAR CORP 16,934.0 $1.5M 0.00% NEW $88.71
704 GPC GENUINE PARTS CO Consumer Cyclical 12,706.0 $1.5M 0.00% NEW $117.98 +15.0%
705 BANR BANNER CORP Financial Services 22,474.0 $1.5M 0.00% NEW $66.44 +6.6%
706 CF CF INDUSTRIES HOLD Basic Materials 13,722.0 $1.5M 0.00% NEW $108.26 +19.4%
707 FBK FB FINL CORP Financial Services 26,830.0 $1.5M 0.00% NEW $55.35 +5.3%
708 BALL BALL CORP Consumer Cyclical 23,782.0 $1.5M 0.00% NEW $62.40 +3.2%
709 VCEL VERICEL CORP Healthcare 33,196.0 $1.5M 0.00% NEW $44.49 -4.9%
710 ANAB ANAPTYSBIO INC Healthcare 21,864.0 $1.5M 0.00% NEW $67.50 -13.4%
711 BKV BKV CORP Energy 53,888.0 $1.5M 0.00% NEW $27.36 -11.5%
712 UDR UDR INC Real Estate 36,798.0 $1.5M 0.00% NEW $39.92 -3.8%
713 CAPR CAPRICOR THERAPEUTICS INC Healthcare 60,373.0 $1.5M 0.00% NEW $24.08 -71.8%
714 NBHC NATIONAL BK HLDGS CORP Financial Services 32,649.0 $1.5M 0.00% NEW $44.43 -5.9%
715 BUSE FIRST BUSEY CORP Financial Services 49,144.0 $1.4M 0.00% NEW $29.50 +2.7%
716 TSN TYSON FOODS INC Consumer Defensive 25,199.0 $1.4M 0.00% NEW $57.25 +1.1%
717 CSGP COSTAR GROUP INC Real Estate 50,821.0 $1.4M 0.00% NEW $28.32 +16.0%
718 J JACOBS SOLUTIONS INC Industrials 11,422.0 $1.4M 0.00% NEW $126.00 +20.3%
719 CBC CENTRAL BANCOMPANY Financial Services 47,285.0 $1.4M 0.00% NEW $30.38 +6.8%
720 PNW PINNACLE WEST CAP CORP Utilities 13,386.0 $1.4M 0.00% NEW $107.00 -8.6%
Page 36 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%