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Asset Manager ← All Institutions

Rafferty Asset Management, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$30.3B
+29.3%
Holdings
1,086
-53
New Purchases
50
Added To
729
Closed
29
Reduced
277
Top 10 Concentration
41.6%
Turnover
7.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.33% 3.89% +1.44% $1.6B
AMD 3.18% 1.91% +1.27% $961M
AVGO 3.45% 2.31% +1.14% $1.0B
MRVL 1.49% 0.72% +0.76% $450M
MU 1.68% 1.11% +0.57% $509M
TSLA 4.18% 3.64% +0.54% $1.3B
MCHP 1.44% 0.91% +0.53% $437M
QCOM 2.33% 1.82% +0.50% $704M
LRCX 1.53% 1.12% +0.41% $463M
AMAT 1.51% 1.11% +0.40% $458M
NXPI 1.38% 1.00% +0.39% $419M
KLAC 1.50% 1.12% +0.37% $453M
MSFT 2.33% 1.95% +0.37% $704M
ADI 1.42% 1.05% +0.36% $429M
ON 1.01% 0.65% +0.36% $306M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TLT 11.56% 16.29% -4.73% $3.5B
FXI 1.57% 3.77% -2.20% $475M
IWM 4.81% 5.20% -0.39% $1.5B
BRK-B 1.01% 1.39% -0.38% $305M
KWEB 0.46% 0.75% -0.29% $140M
V 0.67% 0.85% -0.18% $202M
QQQ 0.87% 1.04% -0.18% $262M
AAPL 2.05% 2.20% -0.15% $621M
MA 0.50% 0.63% -0.12% $152M
EWZ 0.25% 0.36% -0.11% $76M
XOM 0.27% 0.37% -0.10% $82M
UNH 0.10% 0.19% -0.09% $30M
CVX 0.16% 0.24% -0.08% $49M
JPM 0.89% 0.96% -0.08% $268M
FI 0.11% 0.18% -0.07% $32M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $14.5B 47.8%
Large Cap 558 $13.9B 46.0%
Mid Cap 281 $1.8B 5.8%
Small Cap 177 $122M 0.4%
Micro Cap 10 $3M 0.0%

Portfolio Analytics

Avg Market Cap
$75.0B
Median Market Cap
$12.9B
Avg P/E
31.9
Median P/E
21.2
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
1,063
# ETFs / Funds
23

Top Holdings (1,086 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TLT 11.56% 39,633,839 $3.5B $88.25 -$315M -2,248,202 -5.4%
2 NVDA 5.33% 10,209,511 $1.6B $157.99 $703M +1,817,225 +21.6%
3 IWM 4.81% 6,747,829 $1.5B $215.79 $239M +648,801 +10.6%
4 TSLA 4.18% 3,982,725 $1.3B $317.66 $413M +694,560 +21.1%
5 AVGO 3.45% 3,789,877 $1.0B $275.65 $505M +564,789 +17.5%
6 AMD 3.18% 6,772,923 $961M $141.90 $515M +2,430,533 +56.0%
7 TXN 2.41% 3,512,888 $729M $207.62 $240M +791,650 +29.1%
8 QCOM 2.33% 4,418,406 $704M $159.26 $277M +1,641,068 +59.1%
9 MSFT 2.33% 1,414,647 $704M $497.41 $246M +196,586 +16.1%
10 AAPL 2.05% 3,024,941 $621M $205.17 $105M +703,355 +30.3%
11 MU 1.68% 4,129,707 $509M $123.25 $249M +1,134,311 +37.9%
12 FXI 1.57% 12,933,999 $475M $36.76 -$408M -11,708,530 -47.5%
13 LRCX 1.53% 4,754,011 $463M $97.34 $202M +1,163,546 +32.4%
14 AMAT 1.51% 2,502,036 $458M $183.07 $198M +706,939 +39.4%
15 KLAC 1.50% 506,185 $453M $895.74 $190M +119,409 +30.9%
16 MRVL 1.49% 5,810,359 $450M $77.40 $280M +3,056,808 +111.0%
17 MCHP 1.44% 6,203,762 $437M $70.37 $224M +1,803,945 +41.0%
18 INTC 1.44% 19,396,839 $434M $22.40 $170M +7,736,635 +66.3%
19 ADI 1.42% 1,802,338 $429M $238.02 $183M +580,546 +47.5%
20 NXPI 1.38% 1,916,922 $419M $218.49 $186M +690,277 +56.3%
21 MPWR 1.28% 529,124 $387M $731.38 $161M +140,269 +36.1%
22 TSM 1.19% 1,591,632 $360M $226.49 $154M +346,181 +27.8%
23 GDX 1.12% 6,511,070 $339M $52.06 $109M +1,503,884 +30.0%
24 ASML 1.09% 413,280 $331M $801.39 $124M +101,041 +32.4%
25 ON 1.01% 5,837,502 $306M $52.41 $153M +2,072,125 +55.0%
26 BRK-B 1.01% 628,309 $305M $485.77 -$21M +16,286 +2.7%
27 JPM 0.89% 924,047 $268M $289.91 $43M +7,378 +0.8%
28 QQQ 0.87% 474,582 $262M $551.64 $18M -45,306 -8.7%
29 AMZN 0.85% 1,169,967 $257M $219.39 $63M +152,005 +14.9%
30 V 0.67% 569,428 $202M $355.05 $4M +3,739 +0.7%
31 META 0.66% 270,392 $200M $738.09 $71M +47,972 +21.6%
32 TER 0.64% 2,166,039 $195M $89.92 $87M +856,540 +65.4%
33 PLTR 0.60% 1,342,006 $183M $136.32 $95M +295,734 +28.3%
34 ENTG 0.53% 1,970,734 $159M $80.65 $54M +771,650 +64.3%
35 MA 0.50% 270,048 $152M $561.94 $5M +2,628 +1.0%
36 SWKS 0.50% 2,024,243 $151M $74.52 $65M +693,379 +52.1%
37 GOOGL 0.49% 844,549 $149M $176.23 $41M +146,185 +20.9%
38 KWEB 0.46% 4,074,809 $140M $34.33 -$37M -984,758 -19.5%
39 ORCL 0.39% 541,299 $118M $218.63 $56M +96,541 +21.7%
40 CSCO 0.36% 1,560,773 $108M $69.38 $26M +220,346 +16.4%
41 GDXJ 0.35% 1,582,872 $107M $67.59 $10M -119,218 -7.0%
42 QRVO 0.34% 1,214,482 $103M $84.91 $49M +472,211 +63.6%
43 BAC 0.34% 2,178,839 $103M $47.32 $13M +8,072 +0.4%
44 STM 0.30% 3,020,721 $92M $30.41 $48M +1,016,035 +50.7%
45 CRM 0.30% 332,453 $91M $272.69 $16M +55,175 +19.9%
46 IBM 0.30% 307,409 $91M $294.78 $28M +55,104 +21.8%
47 OLED 0.29% 574,161 $89M $154.46 $40M +222,327 +63.2%
48 LSCC 0.29% 1,785,278 $87M $48.99 $30M +692,041 +63.3%
49 MKSI 0.29% 878,114 $87M $99.36 $44M +340,645 +63.4%
50 NFLX 0.29% 65,029 $87M $1,339.13 $35M +8,719 +15.5%
51 WFC 0.29% 1,082,044 $87M $80.12 $9M +3,814 +0.3%
52 INTU 0.28% 106,789 $84M $787.63 $25M +10,241 +10.6%
53 XOM 0.27% 761,744 $82M $107.80 -$4M +39,207 +5.4%
54 ARM 0.27% 506,874 $82M $161.74 $41M +119,863 +31.0%
55 GOOG 0.27% 457,585 $81M $177.39 $21M +70,353 +18.2%
56 NOW 0.25% 74,913 $77M $1,028.08 $28M +13,843 +22.7%
57 EWZ 0.25% 2,651,070 $76M $28.85 -$8M -630,803 -19.2%
58 ASX 0.25% 7,392,190 $76M $10.33 $33M +2,491,918 +50.9%
59 GS 0.24% 102,642 $73M $707.75 $17M -14 -0.0%
60 EWY 0.23% 985,291 $71M $71.78 $23M +97,762 +11.0%
61 ASHR 0.22% 2,447,542 $67M $27.54 $3M +41,205 +1.7%
62 ADBE 0.22% 171,954 $67M $386.88 $8M +20,309 +13.4%
63 LLY 0.22% 84,910 $66M $779.53 $5M +11,134 +15.1%
64 GE 0.22% 256,302 $66M $257.39 $25M +53,188 +26.2%
65 ONTO 0.21% 639,566 $65M $100.93 $17M +246,359 +62.6%
66 UMC 0.21% 8,403,064 $64M $7.65 $24M +2,826,486 +50.7%
67 CRWD 0.20% 120,336 $61M $509.31 $21M +6,706 +5.9%
68 ACN 0.20% 204,462 $61M $298.89 $9M +36,565 +21.8%
69 AXP 0.20% 185,188 $59M $318.98 $10M +3,238 +1.8%
70 MS 0.19% 413,521 $58M $140.86 $11M +6,298 +1.6%
71 PANW 0.19% 284,065 $58M $204.64 $15M +30,573 +12.1%
72 SPGI 0.18% 104,366 $55M $527.29 $3M +1,096 +1.1%
73 IVV 0.18% 87,516 $54M $620.90 $5M
74 C 0.18% 625,417 $53M $85.12 $9M +7,223 +1.2%
75 PGR 0.17% 194,918 $52M $266.86 -$2M +2,867 +1.5%
76 SCHW 0.17% 567,863 $52M $91.24 $8M +9,193 +1.6%
77 BLK 0.17% 48,419 $51M $1,049.25 $6M +682 +1.4%
78 COST 0.16% 49,974 $49M $989.94 $7M +5,064 +11.3%
79 CVX 0.16% 340,814 $49M $143.19 -$7M +8,073 +2.4%
80 RTX 0.15% 319,287 $47M $146.02 $13M +68,622 +27.4%
81 COF 0.15% 214,517 $46M $212.76 $23M +88,440 +70.2%
82 ABBV 0.15% 236,914 $44M $185.62 -$951K +22,485 +10.5%
83 IEF 0.14% 435,093 $42M $95.77 -$657K -8,710 -2.0%
84 HD 0.14% 111,679 $41M $366.64 $7M +17,749 +18.9%
85 CDNS 0.13% 130,298 $40M $308.15 $9M +7,018 +5.7%
86 ANET 0.13% 390,568 $40M $102.31 $15M +63,631 +19.5%
87 PYPL 0.13% 534,616 $40M $74.32 $4M -12,968 -2.4%
88 APH 0.13% 399,473 $39M $98.75 $18M +69,821 +21.2%
89 SNPS 0.13% 76,343 $39M $512.68 $9M +5,746 +8.1%
90 JNJ 0.13% 255,854 $39M $152.75 $2M +30,930 +13.8%
91 BX 0.12% 245,389 $37M $149.58 $3M +3,789 +1.6%
92 AMGN 0.12% 130,491 $36M $279.21 -$2M +5,981 +4.8%
93 GILD 0.12% 328,000 $36M $110.87 -$477K -803 -0.2%
94 WMT 0.12% 369,849 $36M $97.78 $10M +67,096 +22.2%
95 CB 0.12% 123,917 $36M $289.72 -$993K +1,747 +1.4%
96 MMC 0.12% 163,826 $36M $218.64 -$3M +2,812 +1.8%
97 INDA 0.12% 635,902 $35M $55.68 -$5M -150,221 -19.1%
98 ICE 0.12% 190,730 $35M $183.47 $3M +2,368 +1.3%
99 FTNT 0.12% 329,941 $35M $105.72 $6M +25,593 +8.4%
100 BKNG 0.11% 5,928 $34M $5,789.24 $7M -92 -1.5%

New Positions

SymbolValue% Port
COIN $25M 0.08%
SHOP $13M 0.04%
RKLB $3M 0.01%
ATI $3M 0.01%
MLYS $776K —%
FISI $571K —%
MTSR $549K —%
RGNX $498K —%
RAL $496K —%
0LOV.L $435K —%
MOFG $434K —%
NRIM $409K —%
GRPN $368K —%
WMK $350K —%
EQBK $346K —%

Sold Out Positions

SymbolValue% Port
CHPT —%
SAP —%
ARVN —%
EWTX —%
MDB —%
LI —%
EXLS —%
HPK —%
ARKO —%
HRMY —%
PCTY —%
PRTA —%
RCKT —%
GPRE —%
PCRX —%
View SEC EDGAR Filings for Rafferty Asset Management, LLC →

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