Rational Advisors LLC Portfolio Holdings

Rational Advisors LLC

  • $847 Million
  • Q3 2025

Rational Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $847 Million distributed in 240 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $75.9M, Vanguard Bd Index Fd Inc Total with a value of $75.9M, Ishares Core U.S. Aggregate Bo with a value of $75.8M, Invesco Exchange Traded Fd Tr with a value of $51M, and Global X Mlp & Energy Infrastr with a value of $50.7M.

Examining the 13F form we can see an decrease of $12.4M in the current position value, from $860M to 847M.

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 $847 Million
ETFs: $706 Million
Technology: $43.2 Million
Communication Services: $28.2 Million
Consumer Cyclical: $28 Million
Financial Services: $19.2 Million
Consumer Defensive: $8.86 Million
Industrials: $5.26 Million
Healthcare: $4.69 Million
Other: $3.7 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 240
  • Current Value $847 Million
  • Prior Value $860 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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