Titelia

Holdings of Retailing Fund

Rydex Variable Trust · Original filing · Compare with another fund · Report an error

Net assets
2.2M $ including 2.2M $ in equities, 99.7 %
Positions
61 in 4 countries
Top ten
43.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Amazon.com Inc 1,063221.4K $10.02 %
2Walmart Inc 976121.3K $5.49 %
3Costco Wholesale Corp 9594.7K $4.28 %
4TJX Cos Inc/The 59094.2K $4.26 %
5Home Depot Inc/The 27189.1K $4.03 %
6Lowe's Cos Inc 37187.7K $3.97 %
7O'Reilly Automotive Inc 72066.5K $3.01 %
8Ross Stores Inc 29563.9K $2.89 %
9Carvana Co 20263.5K $2.87 %
10MercadoLibre Inc 3560.5K $2.74 %
11Target Corp 47857.9K $2.62 %
12PDD Holdings Inc 53654.8K $2.48 %
13AutoZone Inc 1654K $2.45 %
14eBay Inc 53748.9K $2.21 %
15Coupang Inc 2,36144.6K $2.02 %
16Alibaba Group Holding Ltd 33341.8K $1.89 %
17Dollar General Corp 31337.2K $1.68 %
18Burlington Stores Inc 11236.4K $1.65 %
19Tractor Supply Co 80036.2K $1.64 %
20Williams-Sonoma Inc 19735.9K $1.63 %
21JD.COM INC 1,20335.6K $1.61 %
22Sea Ltd 42635.3K $1.60 %
23Dollar Tree Inc 31134.1K $1.54 %
24Ulta Beauty Inc 6534K $1.54 %
25Dick's Sporting Goods Inc 15831.3K $1.42 %
26Genuine Parts Co 27529.1K $1.32 %
27Five Below Inc 11927.2K $1.23 %
28Best Buy Co Inc 42327.2K $1.23 %
29Chewy Inc 98926.7K $1.21 %
30BJ's Wholesale Club Holdings Inc 26726.3K $1.19 %
31Global-e Online Ltd 80024.7K $1.12 %
32Wayfair Inc 31523.7K $1.07 %
33GameStop Corp 97622.5K $1.02 %
34Murphy USA Inc 4522.2K $1.01 %
35LKQ Corp 71120.9K $0.95 %
36AutoNation Inc 10119.7K $0.89 %
37Pool Corp 9719.6K $0.89 %
38Gap Inc/The 79119.1K $0.87 %
39CarMax Inc 45118.8K $0.85 %
40Lithia Motors Inc 7318.2K $0.83 %
41Floor & Decor Holdings Inc 33717.1K $0.77 %
42Macy's Inc 92416.7K $0.76 %
43Ollie's Bargain Outlet Holdings Inc 18116.7K $0.75 %
44Abercrombie & Fitch Co 17816.3K $0.74 %
45Etsy Inc 31715.8K $0.72 %
46Valvoline Inc 46515.7K $0.71 %
47Urban Outfitters Inc 24415.5K $0.70 %
48Bath & Body Works Inc 81215.2K $0.69 %
49Academy Sports & Outdoors Inc 26515K $0.68 %
50Victoria's Secret & Co 31714.7K $0.67 %
51Signet Jewelers Ltd 15913.5K $0.61 %
52Advance Auto Parts Inc 25513.5K $0.61 %
53Boot Barn Holdings Inc 9013.2K $0.60 %
54American Eagle Outfitters Inc 71612K $0.54 %
55Warby Parker Inc 55211.6K $0.53 %
56RH INC 8311.6K $0.53 %
57National Vision Holdings Inc 41810.8K $0.49 %
58PriceSmart Inc 619.2K $0.42 %
59Kohl's Corp 6949K $0.41 %
60RealReal Inc/The 8347.6K $0.34 %
61Groupon Inc 4124.9K $0.22 %

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Sector breakdown

  • Consumer discretionary 56.9 %
  • Consumer staples 11.0 %
  • Unattributed 32.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.2 %
  • Cayman Islands 4.1 %
  • Israel 1.1 %
  • Bermuda 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States572.1M $94.16 %
2Cayman Islands290.3K $4.10 %
3Israel124.7K $1.12 %
4Bermuda113.5K $0.61 %
Cite this page

Titelia. "Holdings of Retailing Fund". https://titelia.com/en/funds/S000003720