Rational Advisors, Inc.
Rational Advisors, Inc. reported 231 holdings worth US$1.09B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Rational Advisors, Inc. reported 231 holdings worth US$1.09B as of Jun 30, 2026. Largest: Bank Of America Corporation, Welltower Inc. and Wells Fargo & Company. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 231
- Value as reported
- US$1.09B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Bank Of America Corporation | 177K | US$10.1M | 0.93% |
| Welltower Inc. | 43,800 | US$9.94M | 0.91% |
| Wells Fargo & Company | 115K | US$9.49M | 0.87% |
| Alphabet Inc (google) Class C | 20,796 | US$7.43M | 0.68% |
| Netflix, Inc. | 102K | US$7.25M | 0.66% |
| Western Digital Corporation | 8,300 | US$5.3M | 0.49% |
| Boeing Company (the) | 24,250 | US$5.29M | 0.48% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,259 | US$4.9M | 0.45% |
| Nvidia Corporation | 24,357 | US$4.87M | 0.45% |
| Moog Inc. | 10,800 | US$4.58M | 0.42% |
| Apple Inc | 15,510 | US$4.49M | 0.41% |
| Amazon.com, Inc. | 18,698 | US$4.46M | 0.41% |
| Ares Management Corporation | 37,229 | US$4.14M | 0.38% |
| Itt Inc. | 20,000 | US$3.96M | 0.36% |
| Eli Lilly And Company | 3,236 | US$3.88M | 0.36% |
| Walmart Inc. | 27,294 | US$3.09M | 0.28% |
| Kkr & Co. Inc. | 30,306 | US$2.78M | 0.26% |
| Ati Inc. | 14,100 | US$2.78M | 0.25% |
| Visa Inc. | 8,100 | US$2.78M | 0.25% |
| Hewlett Packard Enterprise Company | 57,279 | US$2.58M | 0.24% |
| Uber Technologies, Inc. | 35,238 | US$2.54M | 0.23% |
| Berkshire Hathaway Inc. | 4,981 | US$2.49M | 0.23% |
| Mercadolibre, Inc. | 1,425 | US$2.42M | 0.22% |
| Costco Wholesale Corporation | 2,522 | US$2.36M | 0.22% |
| Applovin Corporation | 4,423 | US$2.28M | 0.21% |
| Ge Aerospace | 5,500 | US$2.06M | 0.19% |
| Microsoft Corp. | 4,806 | US$1.79M | 0.16% |
| Jp Morgan Chase & Co. | 5,172 | US$1.69M | 0.16% |
| Heico Corporation | 6,353 | US$1.64M | 0.15% |
| Broadcom Inc. | 4,140 | US$1.56M | 0.14% |
| Apollo Global Management, Inc. (new) | 12,515 | US$1.48M | 0.14% |
| Exxon Mobil Corporation | 10,802 | US$1.48M | 0.14% |
| Advanced Micro Devices Inc | 2,024 | US$1.18M | 0.11% |
| Abbvie Inc. | 4,574 | US$1.15M | 0.11% |
| Blackstone Inc. | 9,754 | US$1.15M | 0.11% |
| Deere & Company | 1,694 | US$1.07M | 0.10% |
| Transdigm Group Inc. | 790 | US$1.05M | 0.10% |
| Cheniere Energy, Inc. | 4,400 | US$1.05M | 0.10% |
| Goldman Sachs Group, Inc. (the) | 979 | US$990K | 0.09% |
| Chevron Corporation | 5,928 | US$983K | 0.09% |
| Caterpillar, Inc. | 908 | US$967K | 0.09% |
| Cbre Group Inc | 7,100 | US$956K | 0.09% |
| Unitedhealth Group Incorporated | 2,155 | US$896K | 0.08% |
| Vertiv Holdings, Llc | 2,482 | US$831K | 0.08% |
| Space Exploration Technologies Corp | 4,835 | US$826K | 0.08% |
| Super Micro Computer, Inc. | 27,244 | US$799K | 0.07% |
| Modine Manufacturing Company | 2,991 | US$799K | 0.07% |
| Arista Networks, Inc. | 4,650 | US$790K | 0.07% |
| Hsbc Holdings Plc | 8,035 | US$764K | 0.07% |
| Norfolk Southern Corporation | 2,421 | US$762K | 0.07% |
| Novartis Ag | 4,853 | US$761K | 0.07% |
| Diamondback Energy, Inc. | 4,233 | US$744K | 0.07% |
| Digital Realty Trust, Inc. | 4,015 | US$721K | 0.07% |
| Tesla, Inc. | 1,384 | US$582K | 0.05% |
| Meta Platforms, Inc. | 927 | US$522K | 0.05% |
| Palo Alto Networks, Inc. | 1,416 | US$483K | 0.04% |
| Corteva, Inc. | 5,660 | US$479K | 0.04% |
| Micron Technology, Inc. | 413 | US$477K | 0.04% |
| International Business Machines Corporation | 1,695 | US$477K | 0.04% |
| Corning Incorporated | 1,837 | US$469K | 0.04% |
| Sandisk Corporation | 152 | US$346K | 0.03% |
| Asml Holding Nv | 145 | US$288K | 0.03% |
| Williams Companies, Inc. (the) | 3,141 | US$234K | 0.02% |
| Applied Materials, Inc. | 300 | US$217K | 0.02% |
| Lam Research Corporation | 470 | US$204K | 0.02% |
| Cisco Systems, Inc. | 1,451 | US$170K | 0.02% |
| Mastercard Incorporated | 322 | US$165K | 0.02% |
| Oracle Corporation | 1,057 | US$155K | 0.01% |
| Kla Corporation | 492 | US$148K | 0.01% |
| Home Depot, Inc. (the) | 369 | US$130K | 0.01% |
| Palantir Technologies Inc. | 873 | US$102K | <0.01% |
| Texas Instruments Incorporated | 336 | US$100K | <0.01% |
| American Express Company | 248 | US$83,886 | <0.01% |
| Qualcomm Incorporated | 391 | US$72,253 | <0.01% |
| Amgen Inc. | 199 | US$72,062 | <0.01% |
| T-mobile Us, Inc. | 402 | US$67,427 | <0.01% |
| Abbott Laboratories | 644 | US$58,437 | <0.01% |
| Blackrock, Inc. | 60 | US$57,694 | <0.01% |
| Intuitive Surgical, Inc. | 131 | US$52,096 | <0.01% |
| Salesforce, Inc. | 309 | US$48,408 | <0.01% |
| Vertex Pharmaceuticals Incorporated | 92 | US$45,699 | <0.01% |
| Lowe's Companies, Inc. | 207 | US$45,641 | <0.01% |
| Parker-hannifin Corporation | 46 | US$44,994 | <0.01% |
| S&p Global Inc. | 110 | US$44,799 | <0.01% |
| Stryker Corporation | 138 | US$43,448 | <0.01% |
| Lockheed Martin Corporation | 84 | US$42,795 | <0.01% |
| Fortinet, Inc. | 273 | US$41,938 | <0.01% |
| Cadence Design Systems, Inc. | 102 | US$38,283 | <0.01% |
| Equinix, Inc. | 36 | US$37,526 | <0.01% |
| Servicenow, Inc. | 375 | US$37,230 | <0.01% |
| Automatic Data Processing, Inc. | 150 | US$33,593 | <0.01% |
| Csx Corporation | 700 | US$33,271 | <0.01% |
| Hca Healthcare, Inc. | 83 | US$32,361 | <0.01% |
| Waste Management, Inc. | 145 | US$32,318 | <0.01% |
| Sherwin-williams Company (the) | 92 | US$31,677 | <0.01% |
| Synopsys, Inc. | 70 | US$31,225 | <0.01% |
| Cme Group Inc. | 134 | US$29,591 | <0.01% |
| Adobe Inc. | 143 | US$29,318 | <0.01% |
| Moody's Corporation | 63 | US$28,534 | <0.01% |
| Intuit Inc. | 102 | US$26,622 | <0.01% |
Every holding of Rational Advisors, Inc.
Source
View original at SEC
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