Rational Advisors LLC New Holdings in Q2 2025

Rational Advisors LLC

  • $860 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
5.07K
New
$721.65 - $1040.18 $3.66M - $5.28M
5.07K $5.21M
VEEV
Veeva Systems Inc

Healthcare
12.5K
New
$209.39 - $289.94 $2.62M - $3.62M
12.5K $3.6M
AMT
American Tower Corp

Real Estate
11.7K
New
$203.96 - $228.19 $2.38M - $2.66M
11.7K $2.57M
TMUS
T Mobile Us, Inc.

Communication Services
8.82K
New
$220.99 - $268.54 $1.95M - $2.37M
8.82K $2.1M
GOOG
Alphabet Inc.

Communication Services
3.56K
New
$146.58 - $180.01 $522K - $642K
3.56K $632K
HUBS
Hubspot Inc

Technology
750
New
$487.07 - $672.24 $365K - $504K
750 $417K
MS
Morgan Stanley

Financial Services
2.55K
New
$99.83 - $140.86 $254K - $359K
2.55K $358K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.37K
New
$141.37 - $228.57 $193K - $313K
1.37K $309K
CIEN
Ciena Corp

Technology
2.2K
New
$53.5 - $83.89 $118K - $185K
2.2K $178K
ORCL
Oracle Corp

Technology
720
New
$122.82 - $218.63 $88.4K - $157K
720 $157K
CRSP
Crispr Therapeutics Ag

Healthcare
2.13K
New
$31.27 - $48.64 $66.6K - $104K
2.13K $103K
UNH
Unitedhealth Group Inc

Healthcare
324
New
$274.35 - $599.47 $88.9K - $194K
324 $101K
CSCO
Cisco Systems, Inc.

Technology
1.08K
New
$53.19 - $69.38 $57.4K - $74.9K
1.08K $74K
CRM
Salesforce, Inc.

Technology
252
New
$236.26 - $291.15 $59.5K - $73.4K
252 $68K
ABT
Abbott Laboratories

Healthcare
504
New
$123.95 - $138.08 $62.5K - $69.6K
504 $68K
FICO
Fair Isaac Corp

Technology
36
New
$1503.62 - $2206.01 $54.1K - $79.4K
36 $65K
AXP
American Express CO

Financial Services
180
New
$231.39 - $318.98 $41.7K - $57.4K
180 $57K
ASML
Asml Holding Nv

Technology
72
New
$595.37 - $815.24 $42.9K - $58.7K
72 $57K
INTU
Intuit Inc

Technology
72
New
$544.07 - $787.63 $39.2K - $56.7K
72 $56K
AMD
Advanced Micro Devices Inc

Technology
396
New
$78.21 - $143.81 $31K - $56.9K
396 $56K
BSX
Boston Scientific Corp

Healthcare
432
New
$89.7 - $107.41 $38.8K - $46.4K
432 $46K
SYK
Stryker Corp

Healthcare
108
New
$337.37 - $395.63 $36.4K - $42.7K
108 $42K
TXN
Texas Instruments Inc

Technology
216
New
N/A
216 $42K
ADBE
Adobe Inc.

Technology
108
New
$340.0 - $420.68 $36.7K - $45.4K
108 $41K
AMGN
Amgen Inc

Healthcare
144
New
$262.28 - $309.85 $37.8K - $44.6K
144 $40K
SPGI
S&P Global Inc.

Financial Services
72
New
$438.31 - $527.29 $31.6K - $38K
72 $37K
MCO
Moodys Corp

Financial Services
72
New
$396.7 - $501.59 $28.6K - $36.1K
72 $36K
SNPS
Synopsys Inc

Technology
72
New
$380.9 - $517.66 $27.4K - $37.3K
72 $36K
DE
Deere & CO

Industrials
72
New
$412.99 - $531.48 $29.7K - $38.3K
72 $36K
NOC
Northrop Grumman Corp

Industrials
72
New
$456.3 - $540.39 $32.9K - $38.9K
72 $35K
LMT
Lockheed Martin Corp

Industrials
72
New
$430.82 - $486.45 $31K - $35K
72 $33K
ADP
Automatic Data Processing Inc

Industrials
108
New
$276.76 - $326.81 $29.9K - $35.3K
108 $33K
KLAC
Kla Corp

Technology
36
New
$576.53 - $902.94 $20.8K - $32.5K
36 $32K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
72
New
$421.16 - $509.5 $30.3K - $36.7K
72 $32K
AMAT
Applied Materials Inc

Technology
180
New
$126.95 - $183.52 $22.9K - $33K
180 $32K
LOW
Lowes Companies Inc

Consumer Cyclical
144
New
$210.83 - $235.28 $30.4K - $33.9K
144 $31K
CME
Cme Group Inc.

Financial Services
108
New
$252.37 - $290.71 $27.3K - $31.4K
108 $29K
AXON
Axon Enterprise, Inc.

Industrials
36
New
$497.13 - $827.94 $17.9K - $29.8K
36 $29K
HCA
Hca Healthcare, Inc.

Healthcare
72
New
$317.61 - $387.52 $22.9K - $27.9K
72 $27K
ICE
Intercontinental Exchange, Inc.

Financial Services
144
New
$151.62 - $183.47 $21.8K - $26.4K
144 $26K
PH
Parker Hannifin Corp

Industrials
36
New
$517.23 - $700.54 $18.6K - $25.2K
36 $25K
APP
App Lovin Corp

Technology
72
New
$219.37 - $417.89 $15.8K - $30.1K
72 $25K
AON
Aon PLC

Financial Services
72
New
$335.85 - $398.81 $24.2K - $28.7K
72 $25K
CTAS
Cintas Corp

Industrials
108
New
$190.11 - $227.66 $20.5K - $24.6K
108 $24K
SHW
Sherwin Williams CO

Basic Materials
72
New
$313.51 - $363.51 $22.6K - $26.2K
72 $24K
WM
Waste Management Inc

Industrials
108
New
$216.47 - $242.1 $23.4K - $26.1K
108 $24K
CI
Cigna Corp

Healthcare
72
New
$301.89 - $340.04 $21.7K - $24.5K
72 $23K
CDNS
Cadence Design Systems Inc

Technology
72
New
$231.64 - $323.08 $16.7K - $23.3K
72 $22K
FTNT
Fortinet, Inc.

Technology
216
New
$84.71 - $108.69 $18.3K - $23.5K
216 $22K
Activity Summary
Buys All Purchases 133 New Holdings 86 Increased Positions 47 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rational Advisors LLC Portfolio

Follow Rational Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rational Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rational Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email