Titelia

Holdings of S&P 500 Pure Growth Fund

Rydex Variable Trust · 64 declared positions · as of Mar 31, 2026

Original filing · Net assets 22.9M $ · Ten largest lines: 25.6 % of the equity sleeve

Sector breakdown

  • Technology 28.9 %
  • Industrials 15.6 %
  • Consumer discretionary 6.9 %
  • Health care 5.6 %
  • Communication 4.0 %
  • Financials 2.6 %
  • Materials 1.7 %
  • Utilities 1.3 %
  • Real estate 1.2 %
  • Consumer staples 1.2 %
  • Unattributed 31.1 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US6422.9M $100.00 %

Positions

CompanySharesValueWeight
Sandisk Corp/DE 1,457925.7K $4.04 %
Comfort Systems USA Inc 540744.7K $3.25 %
Ciena Corp 1,513587.4K $2.56 %
Berkshire Hathaway Inc 1,225587K $2.56 %
Howmet Aerospace Inc 2,329536.7K $2.34 %
Monolithic Power Systems Inc 476520.4K $2.27 %
EchoStar Corp 4,421517.6K $2.26 %
Vertiv Holdings Co 1,984497.2K $2.17 %
KLA Corp 324477.1K $2.08 %
Amphenol Corp 3,688466K $2.03 %
TKO Group Holdings Inc 2,249453.5K $1.98 %
Interactive Brokers Group Inc 6,497435.8K $1.90 %
HCA Healthcare Inc 913432.1K $1.88 %
Palantir Technologies Inc 2,909425.5K $1.86 %
Quanta Services Inc 764419.5K $1.83 %
GE Vernova Inc 472412K $1.80 %
EMCOR Group Inc 555409.8K $1.79 %
Tapestry Inc 2,886407.2K $1.78 %
Eli Lilly & Co 436401K $1.75 %
Newmont Corp 3,696400.1K $1.74 %
Incyte Corp 4,222397.4K $1.73 %
Micron Technology Inc 1,160391.9K $1.71 %
Wynn Resorts Ltd 3,838389.7K $1.70 %
NVIDIA Corp 2,227388.4K $1.69 %
Lam Research Corp 1,755375K $1.63 %
RTX Corp 1,936373.5K $1.63 %
Arista Networks Inc 3,041373.4K $1.63 %
Carnival Corp 14,314370.4K $1.62 %
Ralph Lauren Corp 1,048360.5K $1.57 %
Royal Caribbean Cruises Ltd 1,302358.3K $1.56 %
Crowdstrike Holdings Inc 916357.6K $1.56 %
First Solar Inc 1,787352.5K $1.54 %
Broadcom Inc 1,133350.7K $1.53 %
Las Vegas Sands Corp 6,450347.5K $1.52 %
Lumentum Holdings Inc 464326.1K $1.42 %
Hilton Worldwide Holdings Inc 1,038315.6K $1.38 %
AppLovin Corp 782311.2K $1.36 %
Expedia Group Inc 1,335308.2K $1.34 %
Coherent Corp 1,274303.5K $1.32 %
Advanced Micro Devices Inc 1,455296K $1.29 %
Caterpillar Inc 414293.3K $1.28 %
Uber Technologies Inc 4,074293K $1.28 %
Vistra Corp 1,932290.4K $1.27 %
Applied Materials Inc 849290.2K $1.27 %
Marriott International Inc/MD 878287.2K $1.25 %
Robinhood Markets Inc 4,096283.9K $1.24 %
Meta Platforms Inc 493282.1K $1.23 %
IDEXX Laboratories Inc 494277.6K $1.21 %
Welltower Inc 1,351267.1K $1.16 %
Monster Beverage Corp 3,658265.1K $1.16 %
Insulet Corp 1,242260.6K $1.14 %
Ulta Beauty Inc 487254.6K $1.11 %
Netflix Inc 2,473237.8K $1.04 %
VeriSign Inc 948235.4K $1.03 %
TransDigm Group Inc 192222.5K $0.97 %
Datadog Inc 1,868220.5K $0.96 %
O'Reilly Automotive Inc 2,378219.5K $0.96 %
DoorDash Inc 1,439216.1K $0.94 %
Alphabet Inc 748215.1K $0.94 %
Booking Holdings Inc 45189.5K $0.83 %
Rollins Inc 3,532188.6K $0.82 %
Intuitive Surgical Inc 380175.2K $0.76 %
Alphabet Inc 596171K $0.75 %
Microsoft Corp 433160.3K $0.70 %