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Portfolio (Quarterly) Guide ↗

RATIONAL ADVISORS, INC.

· CIK 0001143565
13F Portfolio $976M AUM 229 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 106 Added 55 Reduced 21 Exited
Page 10 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 JKHY HENRY JACK & ASSOC INC Technology 25.0 $5K +5.0 +25.0% $182.48 -23.2%
182 AOS SMITH A O CORP Industrials 37.0 $2K -5.0 -11.9% $66.89 -14.4%
183 POOL POOL CORP Industrials 10.0 $2K +1.0 +11.1% $228.80 -19.3%
184 LNTH LANTHEUS HLDGS INC Healthcare 25.0 $2K +5.0 +25.0% $66.56 +54.7%
Page 10 of 10  ·  184 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 24.4%
Financial Services 17.7%
Consumer Cyclical 15.1%
Communication Services 13.8%
Industrials 9.8%
Healthcare 7.6%
Consumer Defensive 4.8%
Real Estate 2.7%
Utilities 2.2%
Energy 1.9%