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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 38 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CVI CVR ENERGY INC Energy 45,321.0 $1.2M 0.00% NEW $27.54 +38.1%
742 TYRA TYRA BIOSCIENCES INC Healthcare 38,702.0 $1.2M 0.00% NEW $31.94 -18.3%
743 SATS ECHOSTAR CORP Technology 12,177.0 $1.2M 0.00% NEW $101.50 -14.3%
744 BXP BXP INC Real Estate 18,456.0 $1.2M 0.00% NEW $66.31 +5.5%
745 NBN NORTHEAST BK PORTLAND ME Financial Services 9,198.0 $1.2M 0.00% NEW $132.53 -2.3%
746 CRVS CORVUS PHARMACEUTICALS INC Healthcare 81,494.0 $1.2M 0.00% NEW $14.94 -5.7%
747 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 23,064.0 $1.2M 0.00% NEW $52.65 +23.9%
748 BAX BAXTER INTL INC Healthcare 56,853.0 $1.2M 0.00% NEW $21.32 +24.2%
749 FRT FEDERAL RLTY INVT TR NEW Real Estate 9,787.0 $1.2M 0.00% NEW $123.44 -4.8%
750 MRCY MERCURY SYS INC Industrials 9,870.0 $1.2M 0.00% NEW $122.33 -26.8%
751 BFC BANK FIRST CORP Financial Services 8,116.0 $1.2M 0.00% NEW $148.35 +3.9%
752 CGEM CULLINAN THERAPEUTICS INC Healthcare 66,092.0 $1.2M 0.00% NEW $18.21 +19.8%
753 PNR PENTAIR PLC Industrials 15,630.0 $1.2M 0.00% NEW $76.66 -17.4%
754 VSEC VSE CORP Industrials 5,241.0 $1.2M 0.00% NEW $228.50 -5.9%
755 OCFC OCEANFIRST FINL CORP Financial Services 60,813.0 $1.2M 0.00% NEW $19.53 -3.0%
756 ROL ROLLINS INC Consumer Cyclical 28,406.0 $1.2M 0.00% NEW $41.74 -10.7%
757 ALLE ALLEGION PLC Industrials 8,309.0 $1.2M 0.00% NEW $140.49 +15.8%
758 PODD INSULET CORP Healthcare 7,625.0 $1.2M 0.00% NEW $152.25 -4.5%
759 AES AES CORP Utilities 78,768.0 $1.2M 0.00% NEW $14.66 +0.6%
760 TFSL TFS FINL CORP Financial Services 64,857.0 $1.1M 0.00% NEW $17.72 -0.4%
Page 38 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%