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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 413.0 $477K 0.04% NEW $1154.29 -16.2%
42 SNDK SANDISK CORP Technology 152.0 $346K 0.03% NEW $2273.73 -29.8%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Financial Services 20.8%
Industrials 12.2%
Communication Services 11.4%
Real Estate 9.0%
Consumer Cyclical 6.5%
Healthcare 5.5%
Consumer Defensive 4.2%
Energy 3.5%
Basic Materials 0.5%