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Asset Manager ← All Institutions

Rafferty Asset Management, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$28.9B
-6.2%
Holdings
1,158
+38
New Purchases
76
Added To
346
Closed
50
Reduced
684
Top 10 Concentration
36.9%
Turnover
10.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 2.68% 1.72% +0.96% $773M
AMAT 2.04% 1.48% +0.56% $589M
NVDA 5.64% 5.15% +0.48% $1.6B
GDX 2.10% 1.62% +0.48% $605M
AMD 2.77% 2.30% +0.47% $800M
META 1.00% 0.60% +0.39% $287M
NXPI 1.42% 1.06% +0.36% $409M
TER 0.95% 0.62% +0.33% $274M
ADI 1.40% 1.14% +0.26% $403M
GDXJ 0.69% 0.43% +0.26% $199M
GOOGL 0.88% 0.65% +0.23% $255M
AAPL 2.58% 2.36% +0.22% $744M
EWY 0.41% 0.22% +0.19% $119M
MTSI 0.34% 0.22% +0.12% $99M
MPWR 1.25% 1.14% +0.11% $359M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSLA 2.13% 5.36% -3.23% $615M
TLT 9.18% 10.61% -1.43% $2.6B
IWM 4.25% 5.16% -0.91% $1.2B
QCOM 1.45% 1.76% -0.32% $417M
INTC 1.31% 1.57% -0.27% $377M
MRVL 1.17% 1.37% -0.20% $337M
TXN 1.43% 1.56% -0.13% $414M
ORCL 0.36% 0.47% -0.10% $105M
ASML 1.16% 1.26% -0.10% $336M
EWZ 0.14% 0.21% -0.07% $41M
NOW 0.18% 0.23% -0.06% $51M
KWEB 0.51% 0.55% -0.05% $146M
TTD 0.01% 0.05% -0.04% $2M
GFS 0.00% 0.04% -0.04% $0
CDW 0.02% 0.06% -0.04% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $13.8B 47.9%
Large Cap 583 $13.1B 45.3%
Mid Cap 285 $1.8B 6.1%
Small Cap 219 $194M 0.7%
Micro Cap 11 $5M 0.0%

Portfolio Analytics

Avg Market Cap
$71.0B
Median Market Cap
$12.5B
Avg P/E
33.0
Median P/E
21.3
Avg Dividend Yield
0.01%
Avg Beta
1.05
# Stocks
1,135
# ETFs / Funds
23

Top Holdings (1,158 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TLT 9.18% 30,401,006 $2.6B $87.16 -$614M -6,121,991 -16.8%
2 NVDA 5.64% 8,720,743 $1.6B $186.50 $42M +229,765 +2.7%
3 IWM 4.25% 4,978,732 $1.2B $246.16 -$360M -1,573,628 -24.0%
4 AVGO 3.18% 2,649,753 $917M $346.10 -$66M -331,433 -11.1%
5 AMD 2.77% 3,733,958 $800M $214.16 $91M -645,805 -14.8%
6 MU 2.68% 2,708,171 $773M $285.41 $244M -450,873 -14.3%
7 AAPL 2.58% 2,737,806 $744M $271.86 $19M -111,506 -3.9%
8 MSFT 2.38% 1,419,468 $686M $483.62 -$41M +14,401 +1.0%
9 TSLA 2.13% 1,367,342 $615M $449.72 -$1.0B -2,340,604 -63.1%
10 GDX 2.10% 7,053,592 $605M $85.77 $107M +534,856 +8.2%
11 AMAT 2.04% 2,290,638 $589M $256.99 $133M +67,038 +3.0%
12 FXI 1.81% 13,660,513 $523M $38.29 -$25M +340,016 +2.5%
13 LRCX 1.57% 2,654,539 $454M $171.18 -$22M -900,879 -25.3%
14 QCOM 1.45% 2,439,357 $417M $171.05 -$125M -821,495 -25.2%
15 KLAC 1.44% 341,779 $415M $1,215.08 -$21M -62,342 -15.4%
16 TXN 1.43% 2,383,482 $414M $173.49 -$67M -229,551 -8.8%
17 NXPI 1.42% 1,885,494 $409M $217.06 $83M +452,337 +31.6%
18 ADI 1.40% 1,486,232 $403M $271.20 $53M +60,568 +4.2%
19 INTC 1.31% 10,216,694 $377M $36.90 -$106M -4,188,702 -29.1%
20 TSM 1.28% 1,212,821 $369M $303.89 $3M -96,491 -7.4%
21 MPWR 1.25% 396,464 $359M $906.36 $10M +17,146 +4.5%
22 QQQ 1.17% 551,290 $339M $614.31 $9M +1,770 +0.3%
23 MRVL 1.17% 3,960,935 $337M $84.98 -$83M -1,033,231 -20.7%
24 ASML 1.16% 314,088 $336M $1,069.86 -$52M -87,091 -21.7%
25 MCHP 1.10% 4,991,393 $318M $63.72 $8M +161,279 +3.3%
26 BRK-B 1.01% 581,790 $292M $502.65 -$28M -54,795 -8.6%
27 META 1.00% 435,508 $287M $660.09 $101M +182,230 +72.0%
28 AMZN 0.99% 1,234,325 $285M $230.82 $7M -31,018 -2.5%
29 TER 0.95% 1,417,246 $274M $193.56 $82M +22,978 +1.6%
30 JPM 0.93% 830,426 $268M $322.22 -$21M -84,688 -9.2%
31 GOOGL 0.88% 814,006 $255M $313.00 $54M -11,959 -1.4%
32 PLTR 0.73% 1,186,263 $211M $177.75 -$21M -86,218 -6.8%
33 GDXJ 0.69% 1,750,475 $199M $113.78 $66M +404,916 +30.1%
34 ON 0.68% 3,634,466 $197M $54.15 $9M -181,288 -4.8%
35 ALAB 0.67% 1,166,716 $194M $166.36 -$16M +96,241 +9.0%
36 CRDO 0.67% 1,336,516 $192M $143.89 $9M +75,937 +6.0%
37 V 0.63% 514,823 $181M $350.71 -$13M -51,479 -9.1%
38 KWEB 0.51% 4,302,191 $146M $34.05 -$24M +247,264 +6.1%
39 MA 0.50% 251,038 $143M $570.88 -$13M -24,305 -8.8%
40 GOOG 0.46% 419,859 $132M $313.80 $24M -21,092 -4.8%
41 EWY 0.41% 1,224,622 $119M $97.22 $51M +373,916 +44.0%
42 BAC 0.39% 2,049,363 $113M $55.00 -$4M -218,467 -9.6%
43 CSCO 0.39% 1,461,244 $113M $77.03 $3M -139,893 -8.7%
44 ENTG 0.38% 1,316,939 $111M $84.25 -$7M +43,112 +3.4%
45 ORCL 0.36% 537,435 $105M $194.91 -$39M +28,040 +5.5%
46 MTSI 0.34% 580,178 $99M $171.28 $32M +38,076 +7.0%
47 LLY 0.33% 89,381 $96M $1,074.68 $26M -2,683 -2.9%
48 WFC 0.31% 957,512 $89M $93.20 -$121K -108,597 -10.2%
49 IBM 0.31% 297,925 $88M $296.21 -$2M -20,911 -6.6%
50 NVMI 0.30% 266,579 $88M $328.39 $8M +18,195 +7.3%
51 RMBS 0.30% 935,784 $86M $91.89 -$8M +34,034 +3.8%
52 XOM 0.30% 714,137 $86M $120.34 -$1M -59,927 -7.7%
53 SWKS 0.30% 1,345,412 $85M $63.41 -$15M +44,169 +3.4%
54 CRM 0.29% 311,449 $83M $264.91 $754K -33,496 -9.7%
55 GE 0.29% 267,182 $82M $308.03 $3M +3,985 +1.5%
56 GS 0.28% 91,954 $81M $879.00 $246K -9,235 -9.1%
57 NFLX 0.27% 834,217 $78M $93.76 -$903K +768,225 +1164.1%
58 ASX 0.26% 4,653,904 $75M $16.10 $26M +198,581 +4.5%
59 INTU 0.24% 105,685 $70M $662.42 -$6M -6,158 -5.5%
60 APP 0.24% 102,950 $69M $673.82 -$10M -7,181 -6.5%
61 DHI 0.23% 470,044 $68M $144.03 -$7M +26,803 +6.0%
62 MS 0.23% 370,693 $66M $177.53 $1M -35,300 -8.7%
63 C 0.22% 549,156 $64M $116.69 $2M -66,737 -10.8%
64 RTX 0.22% 339,615 $62M $183.40 $7M +7,401 +2.2%
65 AXP 0.21% 164,911 $61M $369.95 $659K -16,777 -9.2%
66 IVV 0.21% 87,516 $60M $684.94 $1M
67 ADBE 0.20% 165,715 $58M $349.99 -$5M -11,725 -6.6%
68 CVX 0.20% 375,656 $57M $152.41 -$5M -27,990 -6.9%
69 CRWD 0.19% 118,197 $55M $468.76 -$5M -4,635 -3.8%
70 JNJ 0.19% 260,527 $54M $206.95 $4M -8,037 -3.0%
71 ARM 0.18% 484,608 $53M $109.31 -$10M +37,376 +8.4%
72 PANW 0.18% 284,483 $52M $184.20 -$7M -7,320 -2.5%
73 APH 0.18% 386,281 $52M $135.14 $910K -28,198 -6.8%
74 ACN 0.18% 194,428 $52M $268.30 $379K -15,572 -7.4%
75 NOW 0.18% 334,966 $51M $153.19 -$20M +257,121 +330.3%
76 UMC 0.18% 6,477,830 $51M $7.86 $4M +257,129 +4.1%
77 SCHW 0.18% 509,495 $51M $99.91 -$3M -58,363 -10.3%
78 HD 0.17% 145,126 $50M $344.10 -$6M +5,965 +4.3%
79 SPGI 0.17% 94,567 $49M $522.59 -$1M -9,431 -9.1%
80 ABBV 0.17% 216,118 $49M $228.49 -$5M -18,012 -7.7%
81 STM 0.16% 1,832,344 $48M $25.94 -$2M +89,100 +5.1%
82 ANET 0.16% 362,600 $48M $131.03 -$9M -26,805 -6.9%
83 COF 0.16% 195,851 $47M $242.36 $2M -18,614 -8.7%
84 BLK 0.16% 44,023 $47M $1,070.34 -$9M -3,907 -8.2%
85 COST 0.16% 51,870 $45M $862.34 -$3M +842 +1.6%
86 IEF 0.15% 447,990 $43M $96.16 -$4M -40,632 -8.3%
87 WMT 0.14% 370,470 $41M $111.41 $2M -7,002 -1.9%
88 EWZ 0.14% 1,289,329 $41M $31.77 -$23M -768,199 -37.3%
89 PGR 0.14% 178,892 $41M $227.72 -$7M -16,203 -8.3%
90 SNPS 0.14% 85,672 $40M $469.72 -$3M -1,966 -2.2%
91 BA 0.14% 181,863 $39M $217.12 $3M +12,503 +7.4%
92 PHM 0.14% 334,547 $39M $117.26 -$2M +19,133 +6.1%
93 CDNS 0.14% 125,498 $39M $312.58 -$5M -86 -0.1%
94 LEN 0.13% 370,307 $38M $102.80 -$8M +6,442 +1.8%
95 AMGN 0.13% 115,018 $38M $327.31 $520K -16,543 -12.6%
96 ASHR 0.13% 1,135,247 $37M $32.85 -$9M -257,552 -18.5%
97 NVR 0.12% 4,867 $35M $7,292.77 -$1M +270 +5.9%
98 BX 0.12% 228,279 $35M $154.14 -$7M -19,138 -7.7%
99 CB 0.12% 111,646 $35M $312.12 $20K -11,743 -9.5%
100 GILD 0.12% 283,202 $35M $122.74 -$192K -31,686 -10.1%

New Positions

SymbolValue% Port
SNDK $10M 0.04%
ARES $10M 0.04%
CRH.L $7M 0.02%
Q $5M 0.02%
KOD $2M 0.01%
PVLA $2M 0.01%
CTMX $1M —%
OLMA $1M —%
RAPT $1M —%
GLUE $1M —%
SION $1M —%
LXEO $1M —%
BCAX $1M —%
GOSS $970K —%
IMRX $860K —%

Sold Out Positions

SymbolValue% Port
EMN —%
FOUR —%
BOX —%
RNG —%
HIMS —%
EHC —%
NGVC —%
NIO —%
PATH —%
SNX —%
ELS —%
S —%
CLH —%
SCI —%
WSO —%
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