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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 7 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ISRG INTUITIVE SURGICAL INC Healthcare 71,594.0 $28.5M 0.07% NEW $397.68 -4.7%
122 KO COCA COLA CO Consumer Defensive 345,896.0 $28.1M 0.06% NEW $81.27 +12.1%
123 USB US BANCORP Financial Services 452,207.0 $27.3M 0.06% NEW $60.40 +2.7%
124 COHR COHERENT CORP Technology 67,622.0 $26.7M 0.06% NEW $394.47 -26.6%
125 TOL TOLL BROTHERS INC Consumer Cyclical 158,326.0 $26.1M 0.06% NEW $164.75 -10.7%
126 PYPL PAYPAL HLDGS INC Financial Services 603,497.0 $26.1M 0.06% NEW $43.18 +42.5%
127 HOOD ROBINHOOD MKTS INC Financial Services 259,390.0 $26.0M 0.06% NEW $100.28 +7.8%
128 BX BLACKSTONE INC Financial Services 220,672.0 $26.0M 0.06% NEW $117.67 +21.8%
129 COP CONOCOPHILLIPS Energy 248,280.0 $25.8M 0.06% NEW $103.96 +29.7%
130 ROP ROPER TECHNOLOGIES INC Industrials 75,971.0 $25.7M 0.06% NEW $338.39 +21.7%
131 IEF ISHARES TR 268,542.0 $25.4M 0.06% NEW $94.57 -1.9%
132 CIEN CIENA CORP Technology 51,738.0 $25.4M 0.06% NEW $490.56 -19.3%
133 ACN ACCENTURE PLC IRELAND Technology 203,418.0 $25.3M 0.06% NEW $124.44 +48.9%
134 ADSK AUTODESK INC Technology 129,823.0 $25.2M 0.06% NEW $194.42 +30.6%
135 VGK VANGUARD INTL EQUITY INDEX F 284,874.0 $25.2M 0.06% NEW $88.54 +4.7%
136 PM PHILIP MORRIS INTL INC Consumer Defensive 139,224.0 $25.2M 0.06% NEW $180.91 +4.0%
137 SBUX STARBUCKS CORP Consumer Cyclical 244,864.0 $25.0M 0.06% NEW $102.19 +4.8%
138 DASH DOORDASH INC Communication Services 133,949.0 $24.7M 0.06% NEW $184.53 +21.1%
139 CSX CSX CORP Industrials 514,610.0 $24.5M 0.06% NEW $47.53 +8.5%
140 REGN REGENERON PHARMACEUTICALS Healthcare 38,534.0 $24.0M 0.06% NEW $623.54 +33.8%
Page 7 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%