Rafferty Asset Management, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$28.9B

Holdings

1,133

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,133 positions)

StockValue
TLTISHARES TR
$2.6B
NVDANVIDIA CORPORATION
$1.6B
IWMISHARES TR
$1.2B
AVGOBROADCOM INC
$917.0M
AMDADVANCED MICRO DEVICES INC
$799.0M
MUMICRON TECHNOLOGY INC
$772.0M
AAPLAPPLE INC
$744.0M
MSFTMICROSOFT CORP
$686.0M
TSLATESLA INC
$614.0M
GDXVANECK ETF TRUST
$604.0M
AMATAPPLIED MATLS INC
$588.0M
FXIISHARES TR
$523.0M
LRCXLAM RESEARCH CORP
$454.0M
QCOMQUALCOMM INC
$417.0M
KLACKLA CORP
$415.0M
TXNTEXAS INSTRS INC
$413.0M
NXPINXP SEMICONDUCTORS N V
$409.0M
ADIANALOG DEVICES INC
$403.0M
INTCINTEL CORP
$376.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$368.0M
MPWRMONOLITHIC PWR SYS INC
$359.0M
NDQINVESCO QQQ TR
$338.0M
MRVLMARVELL TECHNOLOGY INC
$336.0M
ASMLASML HOLDING N V
$336.0M
MCHPMICROCHIP TECHNOLOGY INC.
$318.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$292.0M
METAMETA PLATFORMS INC
$287.0M
AMZNAMAZON COM INC
$284.0M
TERTERADYNE INC
$274.0M
JPMJPMORGAN CHASE & CO.
$267.0M
GOOGLALPHABET INC
$254.0M
PLTRPALANTIR TECHNOLOGIES INC
$210.0M
GDXJVANECK ETF TRUST
$199.0M
ONON SEMICONDUCTOR CORP
$196.0M
ALABASTERA LABS INC
$194.0M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$192.0M
VVISA INC
$180.0M
KWEBKRANESHARES TRUST
$146.0M
MAMASTERCARD INCORPORATED
$143.0M
GOOGALPHABET INC
$131.0M
EWYISHARES INC
$119.0M
BACBANK AMERICA CORP
$112.0M
CSCOCISCO SYS INC
$112.0M
ENQENTEGRIS INC
$110.0M
ORCLORACLE CORP
$104.0M
MTSIMACOM TECH SOLUTIONS HLDGS I
$99.0M
LLYELI LILLY & CO
$96.0M
WFCWELLS FARGO CO NEW
$89.0M
IBMINTERNATIONAL BUSINESS MACHS
$88.0M
NVMINOVA LTD
$87.0M
RMBS*RAMBUS INC DEL
$85.0M
AWMSKYWORKS SOLUTIONS INC
$85.0M
XOMEXXON MOBIL CORP
$85.0M
GEGE AEROSPACE
$82.0M
CRMSALESFORCE INC
$82.0M
GSGOLDMAN SACHS GROUP INC
$80.0M
NFLXNETFLIX INC
$78.0M
ASXASE TECHNOLOGY HLDG CO LTD
$74.0M
INTUINTUIT
$70.0M
APPAPPLOVIN CORP
$69.0M
DHID R HORTON INC
$67.0M
DWDMORGAN STANLEY
$65.0M
TRVCCITIGROUP INC
$64.0M
RTXRTX CORPORATION
$62.0M
AXPAMERICAN EXPRESS CO
$61.0M
IVVISHARES TR
$59.0M
CVXCHEVRON CORP NEW
$57.0M
ADBEADOBE INC
$57.0M
CRWDCROWDSTRIKE HLDGS INC
$55.0M
JNJJOHNSON & JOHNSON
$53.0M
ARMARM HOLDINGS PLC
$52.0M
ACNACCENTURE PLC IRELAND
$52.0M
APHAMPHENOL CORP NEW
$52.0M
PANWPALO ALTO NETWORKS INC
$52.0M
NOWSERVICENOW INC
$51.0M
UMCUNITED MICROELECTRONICS CORP
$50.0M
SCHWSCHWAB CHARLES CORP
$50.0M
HDHOME DEPOT INC
$49.0M
SPGIS&P GLOBAL INC
$49.0M
ABBVABBVIE INC
$49.0M
ANETARISTA NETWORKS INC
$47.0M
BLKBLACKROCK INC
$47.0M
COFCAPITAL ONE FINL CORP
$47.0M
STMSTMICROELECTRONICS N V
$47.0M
COSTCOSTCO WHSL CORP NEW
$44.0M
IEFISHARES TR
$43.0M
WMTWALMART INC
$41.0M
EWZISHARES INC
$40.0M
PGRPROGRESSIVE CORP
$40.0M
SNPSSYNOPSYS INC
$40.0M
BABOEING CO
$39.0M
CDNSCADENCE DESIGN SYSTEM INC
$39.0M
PHMPULTE GROUP INC
$39.0M
LENLENNAR CORP
$38.0M
AMGNAMGEN INC
$37.0M
ASHRDBX ETF TR
$37.0M
NVRNVR INC
$35.0M
BXBLACKSTONE INC
$35.0M
GILDGILEAD SCIENCES INC
$34.0M
CBCHUBB LIMITED
$34.0M
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