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Asset Manager ← All Institutions

PROFUND ADVISORS LLC

7272 WISCONSIN AVENUE 21ST FLOOR, BETHESDA, MD 20814 • 2404976505

Q2 2025 · Filed 2025-08-07
Market Value
$2.8B
+21.0%
Holdings
1,027
-71
New Purchases
65
Added To
339
Closed
54
Reduced
569
Top 10 Concentration
41.2%
Turnover
11.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 12.45% 9.87% +2.58% $344M
AVGO 5.11% 3.52% +1.58% $141M
MSFT 5.51% 4.53% +0.98% $152M
SHOP 0.38% 0.00% +0.38% $10M
NFLX 2.15% 1.78% +0.37% $60M
PLTR 1.02% 0.67% +0.35% $28M
META 2.75% 2.47% +0.28% $76M
TSLA 1.77% 1.57% +0.20% $49M
AMD 1.14% 0.94% +0.19% $31M
CEG 0.47% 0.29% +0.18% $13M
MU 0.68% 0.55% +0.13% $19M
CRWD 0.42% 0.30% +0.12% $12M
INTU 0.74% 0.62% +0.12% $20M
B 0.11% 0.00% +0.11% $3M
LRCX 0.62% 0.53% +0.09% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.52% 5.37% -0.85% $125M
XOM 0.47% 0.69% -0.22% $13M
UNH 0.18% 0.39% -0.21% $5M
BRK-B 0.41% 0.60% -0.19% $11M
CRM 0.37% 0.54% -0.17% $10M
CVX 0.31% 0.49% -0.17% $9M
TMUS 0.80% 0.95% -0.16% $22M
AMGN 0.59% 0.73% -0.14% $16M
PEP 0.54% 0.67% -0.13% $15M
PDD 0.33% 0.45% -0.12% $9M
BABA 0.37% 0.48% -0.12% $10M
QCOM 0.86% 0.96% -0.10% $24M
CPRT 0.21% 0.31% -0.09% $6M
JD 0.11% 0.20% -0.09% $3M
ABBV 0.23% 0.32% -0.09% $6M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 43.6%
Healthcare 11.8%
Communication Services 9.3%
Consumer Cyclical 9.1%
Energy 5.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 63 $1.7B 59.9%
Large Cap 607 $1.0B 36.2%
Mid Cap 272 $91M 3.3%
Small Cap 78 $16M 0.6%
Micro Cap 7 $925K 0.0%

Portfolio Analytics

Avg Market Cap
$82.3B
Median Market Cap
$18.0B
Avg P/E
32.3
Median P/E
22.2
Avg Dividend Yield
0.01%
Avg Beta
0.97
# Stocks
1,027
# ETFs / Funds
0

Top Holdings (1,027 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 12.45% 2,178,139 $344M $157.99 $119M +96,383 +4.6%
2 MSFT 5.51% 306,180 $152M $497.41 $49M +30,409 +11.0%
3 AVGO 5.11% 512,052 $141M $275.65 $61M +31,416 +6.5%
4 AAPL 4.52% 608,612 $125M $205.17 $2M +56,251 +10.2%
5 AMZN 3.78% 476,436 $105M $219.39 $19M +26,046 +5.8%
6 META 2.75% 103,052 $76M $738.09 $20M +5,204 +5.3%
7 NFLX 2.15% 44,452 $60M $1,339.13 $19M +770 +1.8%
8 TSLA 1.77% 153,744 $49M $317.66 $13M +15,360 +11.1%
9 GOOGL 1.69% 265,600 $47M $176.23 $9M +21,554 +8.8%
10 GOOG 1.52% 237,353 $42M $177.39 $8M +19,250 +8.8%
11 COST 1.35% 37,768 $37M $989.94 $6M +4,340 +13.0%
12 AMD 1.14% 221,797 $31M $141.90 $10M +11,717 +5.6%
13 CSCO 1.09% 432,429 $30M $69.38 $4M +15,959 +3.8%
14 PLTR 1.02% 206,991 $28M $136.32 $13M +25,653 +14.2%
15 TXN 0.93% 124,271 $26M $207.62 $5M +6,255 +5.3%
16 QCOM 0.86% 150,149 $24M $159.26 $2M +6,767 +4.7%
17 TMUS 0.80% 92,654 $22M $238.26 $266K +10,881 +13.3%
18 BKNG 0.79% 3,787 $22M $5,789.24 $4M -172 -4.3%
19 AMAT 0.74% 111,381 $20M $183.07 $5M +5,828 +5.5%
20 INTU 0.74% 25,832 $20M $787.63 $6M +2,859 +12.4%
21 LIN 0.72% 42,421 $20M $469.18 $2M +2,986 +7.6%
22 MU 0.68% 152,876 $19M $123.25 $6M +8,438 +5.8%
23 ISRG 0.63% 32,270 $18M $543.41 $4M +4,007 +14.2%
24 LRCX 0.62% 174,980 $17M $97.34 $5M +8,564 +5.2%
25 KLAC 0.60% 18,473 $17M $895.74 $5M +1,162 +6.7%
26 AMGN 0.59% 58,145 $16M $279.21 -$426K +4,667 +8.7%
27 ADI 0.58% 67,867 $16M $238.02 $3M +3,562 +5.5%
28 ADBE 0.54% 38,735 $15M $386.88 $1M +3,153 +8.9%
29 PEP 0.54% 113,226 $15M $132.04 -$408K +10,797 +10.5%
30 GILD 0.51% 125,947 $14M $110.87 $888K +9,252 +7.9%
31 HON 0.50% 59,074 $14M $232.88 $3M +6,024 +11.4%
32 INTC 0.48% 596,689 $13M $22.40 $618K +35,347 +6.3%
33 XOM 0.47% 120,820 $13M $107.80 -$3M -11,561 -8.7%
34 CEG 0.47% 39,969 $13M $322.76 $6M +7,133 +21.7%
35 PANW 0.46% 61,634 $13M $204.64 $3M +7,238 +13.3%
36 DASH 0.44% 49,586 $12M $246.51 $3M -2,204 -4.3%
37 VRTX 0.44% 27,353 $12M $445.20 $217K +2,682 +10.9%
38 CMCSA 0.42% 329,026 $12M $35.69 $650K +28,412 +9.4%
39 CRWD 0.42% 23,054 $12M $509.31 $5M +3,627 +18.7%
40 JPM 0.42% 40,115 $12M $289.91 $848K -3,840 -8.7%
41 BRK-B 0.41% 23,096 $11M $485.77 -$2M -2,500 -9.8%
42 ADP 0.40% 35,418 $11M $308.40 $2M +4,725 +15.4%
43 SHOP 0.38% 90,613 $10M $115.35 +90,613 NEW
44 CRM 0.37% 37,337 $10M $272.69 -$2M -8,816 -19.1%
45 BABA 0.37% 89,669 $10M $113.41 -$910K +5,882 +7.0%
46 V 0.36% 28,112 $10M $355.05 -$134K -751 -2.6%
47 LLY 0.36% 12,758 $10M $779.53 $254K +1,024 +8.7%
48 MELI 0.36% 3,771 $10M $2,613.63 $3M +478 +14.5%
49 TSM 0.34% 41,629 $9M $226.49 $3M +2,323 +5.9%
50 SBUX 0.34% 102,616 $9M $91.63 $136K +8,143 +8.6%
51 PYPL 0.33% 123,364 $9M $74.32 $305K -12,469 -9.2%
52 PDD 0.33% 86,682 $9M $104.66 -$1M -683 -0.8%
53 CVX 0.31% 60,786 $9M $143.19 -$2M -5,662 -8.5%
54 MRVL 0.29% 104,823 $8M $77.40 $2M +7,000 +7.2%
55 APP 0.29% 22,889 $8M $350.08 $3M +2,804 +14.0%
56 CTAS 0.28% 34,878 $8M $222.87 $2M +4,981 +16.7%
57 CDNS 0.28% 24,927 $8M $308.15 $2M +2,479 +11.0%
58 MSTR 0.28% 18,879 $8M $404.23 $3M +3,441 +22.3%
59 NXPI 0.28% 34,852 $8M $218.49 $1M +1,872 +5.7%
60 ABNB 0.27% 57,197 $8M $132.34 $221K -4,313 -7.0%
61 MDLZ 0.27% 111,350 $8M $67.44 $500K +8,036 +7.8%
62 NEE 0.27% 107,450 $7M $69.42 $2M +25,597 +31.3%
63 SNPS 0.26% 14,140 $7M $512.68 $2M +1,486 +11.7%
64 FTNT 0.26% 68,478 $7M $105.72 $1M +7,590 +12.5%
65 ORLY 0.26% 79,644 $7M $90.13 $298K +74,841 +1558.2%
66 AEP 0.25% 66,590 $7M $103.76 $831K +10,962 +19.7%
67 REGN 0.25% 12,913 $7M $525.00 -$530K +1,388 +12.0%
68 WDAY 0.24% 28,202 $7M $240.00 -$235K -1,786 -6.0%
69 MAR 0.24% 24,649 $7M $273.21 $1M +2,429 +10.9%
70 HD 0.24% 17,955 $7M $366.64 -$369K -1,013 -5.3%
71 NEM 0.23% 111,058 $6M $58.26 $682K -8,840 -7.4%
72 ORCL 0.23% 29,567 $6M $218.63 $3M +1,643 +5.9%
73 ABBV 0.23% 34,702 $6M $185.62 -$829K +1
74 MA 0.23% 11,405 $6M $561.94 $34K -226 -1.9%
75 IBM 0.22% 20,952 $6M $294.78 $1M +786 +3.9%
76 ADSK 0.22% 19,806 $6M $309.57 $2M +2,142 +12.1%
77 ANET 0.22% 59,243 $6M $102.31 $18K -18,754 -24.0%
78 ASML 0.22% 7,459 $6M $801.39 $1M +670 +9.9%
79 CPRT 0.21% 118,856 $6M $49.07 -$1M -4,435 -3.6%
80 JNJ 0.21% 37,109 $6M $152.75 -$888K -2,423 -6.1%
81 CHTR 0.21% 13,865 $6M $408.81 $804K +666 +5.0%
82 AXON 0.20% 6,834 $6M $827.94 $3M +1,078 +18.7%
83 ROP 0.20% 9,641 $5M $566.84 $304K +887 +10.1%
84 EXC 0.20% 125,851 $5M $43.42 $632K +20,976 +20.0%
85 CSX 0.19% 163,314 $5M $32.63 $1M +20,169 +14.1%
86 GS 0.19% 7,488 $5M $707.75 $649K -1,026 -12.1%
87 MCHP 0.19% 73,687 $5M $70.37 $2M +3,965 +5.7%
88 MNST 0.19% 82,553 $5M $62.64 $785K +7,606 +10.2%
89 SO 0.18% 55,252 $5M $91.83 $1M +12,097 +28.0%
90 AEM 0.18% 42,233 $5M $118.93 $324K -1,113 -2.6%
91 XEL 0.18% 71,899 $5M $68.10 $654K +11,966 +20.0%
92 DDOG 0.18% 36,339 $5M $134.33 $1M -2,524 -6.5%
93 UNH 0.18% 15,641 $5M $311.97 -$4M -1,201 -7.1%
94 TTWO 0.17% 19,419 $5M $242.85 $900K +1,008 +5.5%
95 BKR 0.17% 122,813 $5M $38.34 -$314K +8,529 +7.5%
96 DUK 0.17% 39,076 $5M $118.00 $883K +8,510 +27.8%
97 HDB 0.17% 59,928 $5M $76.67 $1M +12,707 +26.9%
98 WMT 0.16% 46,370 $5M $97.78 $293K -1,938 -4.0%
99 PAYX 0.16% 30,826 $4M $145.46 $361K +4,099 +15.3%
100 EA 0.16% 28,039 $4M $159.70 $559K +926 +3.4%

New Positions

SymbolValue% Port
SHOP $10M 0.38%
B $3M 0.11%
COIN $933K 0.03%
OR $404K 0.01%
AVAV $400K 0.01%
STRL $347K 0.01%
HUBB $309K 0.01%
ATI $282K 0.01%
SHAK $278K 0.01%
APG $273K 0.01%
LDOS $259K 0.01%
LII $259K 0.01%
WF $257K 0.01%
ASR $248K 0.01%
ESE $248K 0.01%

Sold Out Positions

SymbolValue% Port
ALB —%
EGP —%
AFG —%
GMED —%
WTRG —%
MUSA —%
BAX —%
FTV —%
MGY —%
OVV —%
KMX —%
CLF —%
BRBR —%
KRG —%
CHE —%
View SEC EDGAR Filings for PROFUND ADVISORS LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms