Arkolith/Funds/Rafferty Asset Management, LLC

Rafferty Asset Management, LLC

CIK 1389426Index / ETF
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Rafferty Asset Management, LLC holds a diversified book of 1057 stocks worth $24.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ftai Aviation Ltd and trimmed Ishares 20+ Year Treasury BD. Their largest long position is Ishares 20+ Year Treasury BD at 8% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
27
new positions
Added to
204
existing
Trimmed
824
reduced
Sold out
101
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
36%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

Information Technology
48%
ETF / fund or unclassified
22%
Financials
8%
Industrials
5%
Consumer Discretionary
5%
Health Care
4%
Energy
2%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,057 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
20 YR TR BD ETF
$2.0B23.04M
8.1%
−24%
Reduced · −7.4M sh
2Nvidia Corporation
COM
$1.3B7.68M
5.4%
−12%
Reduced · −1.0M sh
3Ishares TR
RUSSELL 2000 ETF
$907.0M3.66M
3.7%
−27%
Reduced · −1.3M sh
4Broadcom Inc
COM
$889.9M2.88M
3.6%
+8.5%
Added · +226K sh
5Micron Technology Inc
COM
$775.7M2.30M
3.1%
−15%
Reduced · −412K sh
6Tesla Inc
COM
$645.8M1.74M
2.6%
+27%
Added · +370K sh
7Advanced Micro Devices Inc
COM
$605.6M2.98M
2.5%
−20%
Reduced · −757K sh
8Ishares Inc
MSCI STH KOR ETF
$560.4M4.56M
2.3%
+272%
Added · +3.3M sh
9Vaneck ETF Trust
GOLD MINERS ETF
$550.5M6.00M
2.2%
−15%
Reduced · −1.1M sh
10Applied Matls Inc
COM
$536.1M1.57M
2.2%
−32%
Reduced · −722K sh
11Apple Inc
COM
$535.6M2.11M
2.2%
−23%
Reduced · −628K sh
12Microsoft Corp
COM
$476.3M1.29M
1.9%
−9.3%
Reduced · −133K sh
13Marvell Technology Inc
COM
$421.5M4.26M
1.7%
+7.4%
Added · +294K sh
14Ishares TR
CHINA LG-CAP ETF
$394.4M10.99M
1.6%
−20%
Reduced · −2.7M sh
15Intel Corp
COM
$388.5M8.80M
1.6%
−14%
Reduced · −1.4M sh
16Kla Corp
COM NEW
$381.6M259.2K
1.5%
−24%
Reduced · −83K sh
17Lam Research Corp
COM NEW
$381.5M1.79M
1.5%
−33%
Reduced · −869K sh
18Texas Instrs Inc
COM
$361.9M1.86M
1.5%
−22%
Reduced · −520K sh
19Analog Devices Inc
COM
$349.7M1.10M
1.4%
−26%
Reduced · −387K sh
20Qualcomm Inc
COM
$348.9M2.71M
1.4%
+11%
Added · +270K sh
21Monolithic PWR Sys Inc
COM
$347.1M317.5K
1.4%
−20%
Reduced · −79K sh
22Teradyne Inc
COM
$323.2M1.09M
1.3%
−23%
Reduced · −327K sh
23Taiwan Semiconductor Manufac
SPONSORED ADS
$321.1M950.1K
1.3%
−22%
Reduced · −263K sh
24Invesco QQQ TR
UNIT SER 1
$318.2M551.3K
1.3%
Held
25NXP Semiconductors N V
COM
$315.5M1.60M
1.3%
−15%
Reduced · −283K sh
26ASML Hldg NV
N Y REGISTRY SHS
$293.6M222.3K
1.2%
−29%
Reduced · −92K sh
27Microchip Technology Inc.
COM
$259.1M4.01M
1.1%
−20%
Reduced · −981K sh
28Berkshire Hathaway Inc Del
CL B NEW
$225.6M470.8K
0.9%
−19%
Reduced · −111K sh
29Amazon Com Inc
COM
$219.1M1.05M
0.9%
−15%
Reduced · −182K sh
30Alphabet Inc
CAP STK CL A
$215.0M747.6K
0.9%
−8.2%
Reduced · −66K sh
31JPMorgan Chase & Co
COM
$192.8M655.5K
0.8%
−21%
Reduced · −175K sh
32Palantir Technologies Inc
CL A
$187.6M1.28M
0.8%
+8.1%
Added · +96K sh
33On Semiconductor Corp
COM
$175.0M2.83M
0.7%
−22%
Reduced · −808K sh
34Vaneck ETF Trust
JUNIOR GOLD MINE
$172.0M1.43M
0.7%
−18%
Reduced · −318K sh
35Meta Platforms Inc
CL A
$147.4M257.7K
0.6%
−41%
Reduced · −178K sh
36Kraneshares Trust
CSI CHI INTERNET
$143.3M5.04M
0.6%
+17%
Added · +737K sh
37Visa Inc
COM CL A
$123.9M409.9K
0.5%
−20%
Reduced · −105K sh
38Entegris Inc
COM
$123.3M1.05M
0.5%
−20%
Reduced · −265K sh
39Exxon Mobil Corp
COM
$113.0M666.0K
0.5%
−6.7%
Reduced · −48K sh
40Credo Technology Group Holdi
ORDINARY SHARES
$105.5M1.12M
0.4%
−16%
Reduced · −212K sh
41Macom Tech Solutions Hldgs I
COM
$103.8M467.6K
0.4%
−19%
Reduced · −113K sh
42Astera Labs Inc
COM
$103.6M945.5K
0.4%
−19%
Reduced · −221K sh
43Mastercard Incorporated
CL A
$99.3M198.8K
0.4%
−21%
Reduced · −52K sh
44Nova Ltd
COM
$96.0M221.0K
0.4%
−17%
Reduced · −46K sh
45Alphabet Inc
CAP STK CL C
$88.0M306.9K
0.4%
−27%
Reduced · −113K sh
46Cisco Sys Inc
COM
$87.7M1.13M
0.4%
−23%
Reduced · −331K sh
47Bank America Corp
COM
$78.6M1.61M
0.3%
−21%
Reduced · −436K sh
48Ase Technology Hldg Co Ltd
SPONSORED ADS
$77.6M3.58M
0.3%
−23%
Reduced · −1.1M sh
49Ge Aerospace
COM NEW
$76.8M270.6K
0.3%
+1.3%
Added · +3K sh
50Chevron Corporation
COM
$75.0M362.6K
0.3%
−3.5%
Reduced · −13K sh
Showing 50 of 1,057 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20261,057$24.6B13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261,134$28.9B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20251,104$30.8B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251,077$30.3B13F-HR
Q1 2025Mar 31, 2025May 14, 20251,058$23.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,140$28.3B13F-HR
Q3 2024Sep 30, 2024Nov 13, 20241,137$29.2B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20241,168$26.9B13F-HR
Q1 2024Mar 31, 2024May 13, 20241,080$26.8B13F-HR
Q4 2023Dec 31, 2023Feb 13, 20241,070$23.7B13F-HR
Q3 2023Sep 30, 2023Nov 13, 20231,072$17.0B13F-HR
Q2 2023Jun 30, 2023Aug 11, 20231,089$17.7B13F-HR
Q1 2023Mar 31, 2023May 11, 20231,140$14.8B13F-HR
Q4 2022Dec 31, 2022Feb 13, 20231,120$11.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,137$9.4B13F-HR
Q2 2022Jun 30, 2022Aug 12, 20221,124$10.9B13F-HR
Q1 2022Mar 31, 2022May 13, 20221,217$16.9B13F-HR
Q4 2021Dec 31, 2021Feb 10, 20221,298$19.0B13F-HR
Q3 2021Sep 30, 2021Nov 10, 20211,252$14.6B13F-HR
Q2 2021Jun 30, 2021Aug 10, 20211,253$15.9B13F-HR
Q1 2021Mar 31, 2021May 10, 20211,159$14.6B13F-HR
Q4 2020Dec 31, 2020Feb 10, 20211,007$10.2B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020949$8.3B13F-HR
Q2 2020Jun 30, 2020Aug 7, 2020970$7.1B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.