Rational Advisors LLC Portfolio Holdings

Rational Advisors LLC

  • $860 Million
  • Q2 2025

Rational Advisors LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $860 Million distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $76M, Vanguard Bd Index Fd Inc Total with a value of $76M, Ishares Core U.S. Aggregate Bo with a value of $75.9M, Global X Mlp & Energy Infrastr with a value of $51.2M, and Invesco Exchange Traded Fd Tr with a value of $51.2M.

Examining the 13F form we can see an increase of $9.08M in the current position value, from $851M to 860M.

Rational Advisors LLC is based out at Huntington, NY

Below you can find more details about Rational Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $860 Million
ETFs: $721 Million
Technology: $32.7 Million
Consumer Cyclical: $25.8 Million
Communication Services: $25.6 Million
Financial Services: $23.9 Million
Consumer Defensive: $11.6 Million
Healthcare: $6.81 Million
Industrials: $5.65 Million
Other: $6.57 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $860 Million
  • Prior Value $851 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 86 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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