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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 8 of 57  ·  1,133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRSH MARSH & MCLENNAN COS INC Financial Services 140,352.0 $23.4M 0.05% NEW $166.67 +15.2%
142 CME CME GROUP INC Financial Services 105,563.0 $23.3M 0.05% NEW $220.83 +24.5%
143 AEP AMERICAN ELEC PWR CO INC Utilities 169,412.0 $23.2M 0.05% NEW $136.81 -11.6%
144 MSI MOTOROLA SOLUTIONS INC Technology 55,002.0 $22.8M 0.05% NEW $415.29 +15.7%
145 FANG DIAMONDBACK ENERGY INC Energy 128,815.0 $22.6M 0.05% NEW $175.78 +19.9%
146 ADP AUTOMATIC DATA PROCESSING IN Industrials 101,078.0 $22.6M 0.05% NEW $223.95 +25.4%
147 HWM HOWMET AEROSPACE INC Industrials 83,242.0 $22.4M 0.05% NEW $268.86 +1.0%
148 BKR BAKER HUGHES COMPANY Energy 402,951.0 $22.4M 0.05% NEW $55.50 +12.3%
149 LMT LOCKHEED MARTIN CORP Industrials 43,518.0 $22.2M 0.05% NEW $509.46 +10.6%
150 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 239,648.0 $22.1M 0.05% NEW $92.09 -3.2%
151 ABNB AIRBNB INC Consumer Cyclical 152,447.0 $21.8M 0.05% NEW $143.10 +30.9%
152 HPE HEWLETT PACKARD ENTERPRISE C Technology 481,234.0 $21.7M 0.05% NEW $45.11 +18.5%
153 TFC TRUIST FINL CORP Financial Services 431,227.0 $21.5M 0.05% NEW $49.82 +1.2%
154 CMCSA COMCAST CORP NEW Communication Services 875,025.0 $21.5M 0.05% NEW $24.55 +9.4%
155 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 220,983.0 $21.2M 0.05% NEW $96.12 -50.3%
156 PCAR PACCAR INC Industrials 176,363.0 $21.2M 0.05% NEW $120.12 +9.1%
157 MAR MARRIOTT INTL INC NEW Consumer Cyclical 57,070.0 $21.1M 0.05% NEW $370.59 -3.8%
158 CEG CONSTELLATION ENERGY CORP Utilities 85,031.0 $21.1M 0.05% NEW $248.37 +9.9%
159 AON AON PLC Financial Services 62,217.0 $20.6M 0.05% NEW $331.69 +7.1%
160 TMO THERMO FISHER SCIENTIFIC INC Healthcare 40,905.0 $20.5M 0.05% NEW $501.36 +25.5%
Page 8 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%