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DIREXION FUNDS

CIK: 0001040587 Equity
Report date: 2026-04-29
AUM $137M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-29

Holdings

From latest SEC N-PORT filing · US-listed stocks only

54 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CSCO Cisco Systems, Inc. Since 2026-05-10 17275R102 Equity (Common)
0.95%
$1.30 16,370
2 CSCO Cisco Systems, Inc. Since 2026-05-10 17275RBS0 Debt
0.56%
$0.76 730,000
3 CME CME Group Inc. Since 2026-05-10 12572QAL9 Debt
0.45%
$0.62 605,000
4 CMCSA Comcast Corporation Since 2026-05-10 20030NCT6 Debt
0.35%
$0.48 475,000
5 LII Lennox International Inc. Since 2026-05-10 526107AG2 Debt
0.45%
$0.61 590,000
6 LMT Lockheed Martin Corporation Since 2026-05-10 539830CL1 Debt
0.37%
$0.51 500,000
7 MTB M&T Bank Corporation Since 2026-05-10 55261FAY0 Debt
0.39%
$0.53 515,000
8 MRSH Marsh & McLennan Companies, Inc. Since 2026-05-10 571748BG6 Debt
0.46%
$0.63 620,000
9 MKC-V McCormick & Company, Incorporated Since 2026-05-10 579780206 Equity (Common)
0.32%
$0.44 6,170
10 MRK Merck & Co., Inc Since 2026-05-10 58933Y105 Equity (Common)
0.36%
$0.50 4,005
11 MRK Merck & Co., Inc Since 2026-05-10 58933YBJ3 Debt
0.48%
$0.65 640,000
12 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.62%
$2.22 3,420
13 META Meta Platforms Inc Since 2026-05-10 30303M8S4 Debt
0.38%
$0.52 515,000
14 MET MetLife Inc. Since 2026-05-10 59156RBZ0 Debt
0.51%
$0.69 675,000
15 MSI Motorola Solutions Inc Since 2026-05-10 620076CA5 Debt
0.49%
$0.66 645,000
16 NFLX Netflix, Inc. Since 2026-05-10 64110LAT3 Debt
0.42%
$0.58 550,000
17 PAYX Paychex Inc Since 2026-05-10 704326AA5 Debt
0.46%
$0.63 615,000
18 PEP Pepsico Inc Since 2026-05-10 713448GH5 Debt
0.43%
$0.59 575,000
19 DGX Quest Diagnostics Incorporated Since 2026-05-10 74834L100 Equity (Common)
0.83%
$1.14 5,365
20 O Realty Income Corporation Since 2026-05-10 756109BR4 Debt
0.43%
$0.59 570,000
21 RSG Republic Services, Inc. Since 2026-05-10 760759100 Equity (Common)
0.64%
$0.87 3,800
22 SYK Stryker Corporation Since 2026-05-10 863667BL4 Debt
0.47%
$0.64 620,000
23 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556DA7 Debt
0.58%
$0.79 760,000
24 TJX The TJX Companies Inc. Since 2026-05-10 872540109 Equity (Common)
0.98%
$1.33 8,240
25 USB U.S. Bancorp. Since 2026-05-10 91159HJW1 Debt
0.34%
$0.47 465,000
26 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
0.48%
$0.65 5,605
27 ABBV AbbVie Inc. Since 2026-05-10 00287YDS5 Debt
0.46%
$0.63 610,000
28 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
0.23%
$0.31 1,490
29 CFR Cullen/Frost Bankers, Inc. Since 2026-05-10 229899109 Equity (Common)
0.31%
$0.42 3,040
30 EMR Emerson Electric Co. Since 2026-05-10 291011104 Equity (Common)
0.58%
$0.79 5,240
31 EQT EQT Corporation Since 2026-05-10 26884L109 Equity (Common)
0.26%
$0.35 5,735
32 BEN Franklin Resources Inc. Since 2026-05-10 354613101 Equity (Common)
0.29%
$0.39 14,755
33 GD General Dynamics Corporation Since 2026-05-10 369550108 Equity (Common)
0.52%
$0.71 1,980
34 HON Honeywell International Inc. Since 2026-05-10 438516106 Equity (Common)
0.58%
$0.79 3,230
35 PFE Pfizer Inc. Since 2026-05-10 717081EP4 Debt
0.30%
$0.41 415,000
36 WMT Walmart Inc Since 2026-05-10 931142FN8 Debt
0.48%
$0.65 635,000
37 WELL Welltower Inc. Since 2026-05-10 95040Q104 Equity (Common)
0.31%
$0.42 2,050
38 XYL Xylem, Inc. Since 2026-05-10 98419M100 Equity (Common)
0.46%
$0.63 4,895
39 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
2.45%
$3.35 10,735
40 AMZN Amazon.com, Inc. Since 2026-05-10 023135CQ7 Debt
0.58%
$0.79 765,000
41 AXP American Express Company Since 2026-05-10 025816DY2 Debt
0.60%
$0.82 795,000
42 AHR American Healthcare REIT Inc. Since 2026-05-10 398182303 Equity (Common)
0.40%
$0.54 10,360
43 AMGN Amgen Inc. Since 2026-05-10 031162100 Equity (Common)
0.55%
$0.75 1,935
44 ADI Analog Devices Inc. Since 2026-05-10 032654105 Equity (Common)
0.67%
$0.92 2,590
45 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
1.76%
$2.40 9,070
46 ARES Ares Management Corporation Since 2026-05-10 03990BAA9 Debt
0.15%
$0.21 200,000
47 AZN AstraZeneca PLC Since 2026-05-10 N/A Equity (Common)
1.24%
$1.69 8,125
48 ADP Automatic Data Processing, Inc. Since 2026-05-10 053015AJ2 Debt
0.32%
$0.43 420,000
49 BLK Blackrock Inc. Since 2026-05-10 09290D101 Equity (Common)
0.50%
$0.69 645
50 BMY Bristol-Myers Squibb Company Since 2026-05-10 110122EG9 Debt
0.49%
$0.67 640,000
51 AVGO Broadcom Inc Since 2026-05-10 11135FBX8 Debt
0.47%
$0.64 615,000
52 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
0.78%
$1.06 1,430
53 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
0.86%
$1.17 3,890
54 JPM JPMorgan Chase & Co. Since 2026-05-10 46647PFD3 Debt
0.28%
$0.39 385,000