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Portfolio (Quarterly) Guide ↗

RATIONAL ADVISORS, INC.

· CIK 0001143565
13F Portfolio $1.1B AUM 231 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 42 New 93 Added 54 Reduced 31 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 WRBY WARBY PARKER INC Healthcare 43,500 $948K 0.10% SOLD
22 BKNG BOOKING HOLDINGS INC Consumer Cyclical 162 $868K 0.09% SOLD
23 NEE NEXTERA ENERGY INC Utilities 8,916 $716K 0.07% SOLD
24 CEG CONSTELLATION ENERGY CORP Utilities 2,010 $710K 0.07% SOLD
25 WFC WELLS FARGO CO NEW Financial Services 5,291 $493K 0.05% SOLD
26 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,890 $424K 0.04% SOLD
27 NRG NRG ENERGY INC Utilities 2,418 $385K 0.04% SOLD
28 VST VISTRA CORP Utilities 2,377 $383K 0.04% SOLD
29 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,291 $331K 0.03% SOLD
30 IHAK ISHARES TR 4,563 $220K 0.02% SOLD
31 FICO FAIR ISAAC CORP Technology 7 $12K 0.00% SOLD
Page 2 of 2  ·  31 positions
Sector Allocation
Technology 25.9%
Financial Services 21.4%
Communication Services 12.3%
Industrials 12.0%
Real Estate 8.8%
Consumer Cyclical 6.4%
Healthcare 5.3%
Consumer Defensive 4.1%
Energy 3.4%
Basic Materials 0.5%