— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

PROFUND ADVISORS LLC

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

Q4 2025 · Filed 2026-02-06
Market Value
$3.3B
+6.7%
Holdings
1,275
+201
New Purchases
245
Added To
435
Closed
59
Reduced
536
Top 10 Concentration
39.8%
Turnover
23.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 1.46% 0.85% +0.61% $47M
AMD 1.58% 1.19% +0.39% $52M
GOOGL 2.19% 1.93% +0.26% $71M
GOOG 1.96% 1.73% +0.24% $64M
LRCX 0.98% 0.77% +0.21% $32M
AMAT 0.93% 0.75% +0.18% $30M
LLY 0.46% 0.29% +0.18% $15M
WDC 0.17% 0.02% +0.15% $6M
STX 0.17% 0.03% +0.14% $6M
ISRG 0.59% 0.45% +0.14% $19M
ALNY 0.19% 0.05% +0.14% $6M
META 2.46% 2.35% +0.11% $80M
AMGN 0.63% 0.52% +0.11% $20M
TSLA 2.22% 2.11% +0.11% $72M
INTC 0.77% 0.67% +0.10% $25M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 4.58% 5.51% -0.93% $149M
MSFT 4.29% 5.00% -0.71% $140M
NVDA 12.72% 13.31% -0.58% $415M
NFLX 1.32% 1.69% -0.37% $43M
BABA 0.37% 0.63% -0.25% $12M
AMZN 3.11% 3.29% -0.18% $101M
AAPL 4.69% 4.87% -0.18% $153M
MSTR 0.10% 0.20% -0.10% $3M
TMUS 0.62% 0.72% -0.10% $20M
ORCL 0.16% 0.25% -0.09% $5M
JPM 0.35% 0.44% -0.09% $11M
BRK-B 0.33% 0.41% -0.09% $11M
DASH 0.36% 0.44% -0.08% $12M
CVX 0.29% 0.37% -0.08% $9M
COST 1.01% 1.09% -0.08% $33M

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 64 $1.9B 58.9%
Large Cap 630 $1.1B 33.2%
Mid Cap 421 $198M 6.1%
Small Cap 148 $57M 1.7%
Micro Cap 12 $2M 0.1%

Portfolio Analytics

Avg Market Cap
$67.6B
Median Market Cap
$12.1B
Avg P/E
32.4
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
1,275
# ETFs / Funds
0

Top Holdings (1,275 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 12.72% 2,223,230 $415M $186.50 $8M +44,981 +2.1%
2 AAPL 4.69% 562,581 $153M $271.86 $4M -21,616 -3.7%
3 AVGO 4.58% 431,253 $149M $346.10 -$19M -78,806 -15.4%
4 MSFT 4.29% 289,308 $140M $483.62 -$13M -5,809 -2.0%
5 AMZN 3.11% 439,287 $101M $230.82 $765K -19,024 -4.2%
6 META 2.46% 121,389 $80M $660.09 $8M +23,781 +24.4%
7 TSLA 2.22% 160,541 $72M $449.72 $8M +15,623 +10.8%
8 GOOGL 2.19% 228,088 $71M $313.00 $13M -13,891 -5.7%
9 GOOG 1.96% 203,895 $64M $313.80 $11M -12,703 -5.9%
10 AMD 1.58% 240,945 $52M $214.16 $15M +15,493 +6.9%
11 MU 1.46% 166,378 $47M $285.41 $21M +10,905 +7.0%
12 NFLX 1.32% 458,744 $43M $93.76 -$9M +415,656 +964.7%
13 PLTR 1.18% 217,166 $39M $177.75 $1M +11,455 +5.6%
14 CSCO 1.06% 449,776 $35M $77.03 $5M +17,223 +4.0%
15 COST 1.01% 38,178 $33M $862.34 -$321K +2,264 +6.3%
16 LRCX 0.98% 185,913 $32M $171.18 $8M +10,090 +5.7%
17 AMAT 0.93% 117,916 $30M $256.99 $7M +6,490 +5.8%
18 QCOM 0.83% 157,304 $27M $171.05 $2M +7,437 +5.0%
19 INTC 0.77% 681,015 $25M $36.90 $5M +72,948 +12.0%
20 KLAC 0.73% 19,450 $24M $1,215.08 $4M +975 +5.3%
21 TXN 0.71% 133,439 $23M $173.49 -$55K +7,139 +5.7%
22 AMGN 0.63% 62,287 $20M $327.31 $5M +6,150 +11.0%
23 BKNG 0.62% 3,774 $20M $5,355.33 $196K +67 +1.8%
24 TMUS 0.62% 99,112 $20M $203.04 -$2M +7,847 +8.6%
25 ADI 0.60% 72,065 $20M $271.20 $3M +3,437 +5.0%
26 ISRG 0.59% 34,097 $19M $566.36 $5M +3,166 +10.2%
27 APP 0.59% 28,642 $19M $673.82 -$219K +1,478 +5.4%
28 LIN 0.57% 43,508 $19M $426.39 -$1M +1,995 +4.8%
29 INTU 0.54% 26,320 $17M $662.42 $204K +1,088 +4.3%
30 PEP 0.52% 117,792 $17M $143.52 $2M +8,392 +7.7%
31 GILD 0.51% 135,953 $17M $122.74 $3M +15,824 +13.2%
32 SHOP 0.48% 96,286 $15M $160.97 $2M +8,051 +9.1%
33 LLY 0.46% 14,090 $15M $1,074.68 $6M +2,577 +22.4%
34 CEG 0.44% 40,339 $14M $353.27 $1M +1,083 +2.8%
35 ADBE 0.42% 39,312 $14M $349.99 $317K +1,207 +3.2%
36 VRTX 0.40% 28,818 $13M $453.36 $3M +2,423 +9.2%
37 NEM 0.40% 129,084 $13M $99.85 -$35K -24,206 -15.8%
38 XOM 0.38% 103,404 $12M $120.34 -$1M -20,109 -16.3%
39 BABA 0.37% 82,926 $12M $146.58 -$7M -24,256 -22.6%
40 PANW 0.37% 65,703 $12M $184.20 -$214K +5,216 +8.6%
41 HON 0.36% 59,781 $12M $195.09 -$255K +3,166 +5.6%
42 DASH 0.36% 51,361 $12M $226.48 -$2M +1,780 +3.6%
43 JPM 0.35% 34,906 $11M $322.22 -$2M -7,512 -17.7%
44 CRWD 0.34% 23,858 $11M $468.76 $68K +1,190 +5.2%
45 CMCSA 0.34% 365,368 $11M $29.89 $266K +26,252 +7.7%
46 PDD 0.33% 94,291 $11M $113.39 -$2M +1,785 +1.9%
47 BRK-B 0.33% 21,200 $11M $502.65 -$2M -3,983 -15.8%
48 TSM 0.31% 33,669 $10M $303.89 -$1M -7,695 -18.6%
49 REGN 0.30% 12,660 $10M $771.87 $3M +825 +7.0%
50 MRVL 0.30% 113,567 $10M $84.98 $819K +8,516 +8.1%
51 JNJ 0.29% 46,102 $10M $206.95 $3M +9,285 +25.2%
52 CVX 0.29% 61,966 $9M $152.41 -$2M -10,735 -14.8%
53 ADP 0.28% 35,503 $9M $257.23 -$784K +1,715 +5.1%
54 ABBV 0.27% 39,010 $9M $228.49 $2M +7,561 +24.0%
55 SBUX 0.27% 105,721 $9M $84.21 $456K +5,874 +5.9%
56 CRM 0.27% 33,277 $9M $264.91 -$674K -6,764 -16.9%
57 AEM 0.27% 51,622 $9M $169.53 -$2M -10,408 -16.8%
58 ASML 0.26% 8,005 $9M $1,069.86 $2M +1,110 +16.1%
59 NEE 0.25% 103,341 $8M $80.28 $57K -5,797 -5.3%
60 SNPS 0.25% 17,450 $8M $469.72 -$16K +805 +4.8%
61 CDNS 0.25% 25,762 $8M $312.58 -$558K +1,249 +5.1%
62 MELI 0.25% 3,993 $8M $2,014.26 -$524K +327 +8.9%
63 NXPI 0.25% 36,962 $8M $217.06 $22K +1,827 +5.2%
64 V 0.24% 22,688 $8M $350.71 -$2M -5,630 -19.9%
65 AEP 0.24% 68,627 $8M $115.31 $418K +2,004 +3.0%
66 WBD 0.23% 264,779 $8M $28.82 $2M -22,048 -7.7%
67 MAR 0.23% 24,558 $8M $310.24 $2M +1,180 +5.0%
68 B 0.23% 173,337 $8M $43.55 $652K -37,124 -17.6%
69 ABNB 0.23% 55,264 $8M $135.72 $850K +494 +0.9%
70 ORLY 0.22% 79,459 $7M $91.21 -$886K +4,013 +5.3%
71 PYPL 0.21% 117,486 $7M $58.38 -$1M -1,891 -1.6%
72 MNST 0.20% 86,797 $7M $76.67 $1M +6,749 +8.4%
73 CTAS 0.20% 34,734 $7M $188.07 -$262K +1,633 +4.9%
74 GS 0.20% 7,401 $7M $879.00 $92K -652 -8.1%
75 MPWR 0.20% 7,091 $6M $906.36 $3M +3,849 +118.7%
76 MDLZ 0.19% 117,320 $6M $53.83 -$464K +8,802 +8.1%
77 UNH 0.19% 18,792 $6M $330.11 $766K +3,044 +19.3%
78 ALNY 0.19% 15,589 $6M $397.65 $5M +12,053 +340.9%
79 ANET 0.19% 46,377 $6M $131.03 -$1M -2,323 -4.8%
80 WDAY 0.19% 28,072 $6M $214.78 -$676K +220 +0.8%
81 EA 0.18% 29,291 $6M $204.33 $366K +1,432 +5.1%
82 ADSK 0.18% 20,067 $6M $296.01 -$209K +709 +3.7%
83 CSX 0.18% 163,464 $6M $36.25 $412K +8,193 +5.3%
84 DDOG 0.18% 42,788 $6M $135.99 -$128K +1,027 +2.5%
85 TTWO 0.18% 22,437 $6M $256.03 $357K +1,586 +7.6%
86 EXC 0.17% 129,712 $6M $43.59 -$9K +3,893 +3.1%
87 XEL 0.17% 75,949 $6M $73.86 -$332K +2,275 +3.1%
88 STX 0.17% 20,282 $6M $275.39 $5M +16,651 +458.6%
89 IBM 0.17% 18,782 $6M $296.21 -$351K -2,179 -10.4%
90 WDC 0.17% 32,109 $6M $172.27 $5M +26,187 +442.2%
91 BKR 0.17% 121,166 $6M $45.54 -$301K +1,736 +1.4%
92 WPM 0.17% 46,638 $5M $117.52 -$782K -9,364 -16.7%
93 ROST 0.17% 30,421 $5M $180.14 $1M +1,692 +5.9%
94 FTNT 0.17% 68,606 $5M $79.41 -$203K +1,399 +2.1%
95 HD 0.16% 15,509 $5M $344.10 -$1M -1,348 -8.0%
96 MA 0.16% 9,169 $5M $570.88 -$1M -2,620 -22.2%
97 IDXX 0.16% 7,683 $5M $676.53 $843K +867 +12.7%
98 ORCL 0.16% 26,507 $5M $194.91 -$3M -851 -3.1%
99 MCHP 0.16% 79,376 $5M $63.72 $243K +4,403 +5.9%
100 CAT 0.16% 8,821 $5M $572.87 $531K -656 -6.9%

New Positions

SymbolValue% Port
CELC $2M 0.06%
CRH.L $1M 0.04%
Q $1M 0.04%
STOK $1M 0.03%
TOTB.DE $902K 0.03%
DNTH $879K 0.03%
LKQ $795K 0.02%
LNC $775K 0.02%
EMN $749K 0.02%
RIGL $680K 0.02%
KOD $618K 0.02%
PVLA $608K 0.02%
KMX $584K 0.02%
MHK $584K 0.02%
TFX $554K 0.02%

Sold Out Positions

SymbolValue% Port
ATR —%
ARMK —%
OC —%
CUBE —%
AFG —%
REXR —%
CHWY —%
CR —%
DQ —%
BBY —%
LXP —%
MP —%
MMS —%
JMIA —%
DOCS —%
View SEC EDGAR Filings for PROFUND ADVISORS LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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