Fund HoldingsRATIONAL ADVISORS, INC.

Total Portfolio Value
$1.10B
Total Bought
$72.16M
Total Sold
$173.84M
Net Transaction
-$101.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES TR104,157124,921+20,76446,42453,6454.86%+7,221
APOLLO GLOBAL MGMT INC(APO)083,800+83,80004,6170.42%+4,617
WELLS FARGO CO NEW(WFC)1,3004,200+2,9001,4984,6830.42%+3,185
PROS HOLDINGS INC02,941,000+2,941,00003,0850.28%+3,085
EQT CORP(EQT)074,100+74,10003,0070.27%+3,007
PIONEER NAT RES CO12,00022,800+10,8002,4865,2340.47%+2,748
NEXTERA ENERGY INC(NEE)070,200+70,20002,6560.24%+2,656
AMAZON COM INC(AMZN)36,03555,742+19,7074,6987,0860.64%+2,388
TESLA MTRS INC(TSLA)010,190+10,19002,5520.23%+2,552
DRAFTKINGS INC NEW(DKNG)13,50089,500+76,0003592,6350.24%+2,276
UBER TECHNOLOGIES INC(UBER)046,700+46,70002,1480.19%+2,148
DATADOG INC(DDOG)01,800,000+1,800,00002,1120.19%+2,112
EURONET WORLDWIDE INC(EEFT)05,380,928+5,380,92804,9440.45%+4,944
ISHARES TR045,864+45,86403,7140.34%+3,714
SPLUNK INC05,820,000+5,820,00005,4910.50%+5,491
WESTERN DIGITAL CORP.(WDC)04,833,080+4,833,08004,7510.43%+4,751
MERCADOLIBRE INC(MELI)1,6602,860+1,2001,9663,6260.33%+1,660
DRAFTKINGS INC NEW(DKNG)02,150,000+2,150,00001,6260.15%+1,626
ETSY INC(ETSY)06,090,000+6,090,00004,6010.42%+4,601
SHOPIFY INC(SHOP)2,802,0004,602,000+1,800,0002,5394,1030.37%+1,564
OKTA INC(OKTA)04,649,000+4,649,00004,0470.37%+4,047
EXPEDIA GROUP INC(EXPE)05,365,000+5,365,00004,6610.42%+4,661
BIOMARIN PHARMACEUTICAL INC(BMRN)01,803,000+1,803,00001,7860.16%+1,786
CYBERARK SOFTWARE LTD03,875,000+3,875,00004,4660.40%+4,466
TYLER TEX INDPT SCH DIST(TYL)3,910,0005,290,000+1,380,0004,0275,1070.46%+1,080
ARES CAPITAL CORP(ARCC)04,700,000+4,700,00004,7680.43%+4,768
NUTANIX INC(NTNX)027,200+27,20009490.09%+949
LIVE NATION ENTERTAINMENT IN(LYV)19,20032,400+13,2001,7492,6900.24%+941
TRADEWEB MKTS INC(TW)011,500+11,50009220.08%+922
NVIDIA CORP(NVDA)03,013+3,01301,3110.12%+1,311
SPLUNK INC0690,000+690,00007410.07%+741
APPLE INC(AAPL)023,991+23,99104,1120.37%+4,112
APOLLO GLOBAL MGMT INC(APO)12,27616,700+4,4249431,4990.14%+556
BANK AMER CORP3,7484,448+7004,3924,9470.45%+555
BOOKING HLDGS INC(BKNG)811875+642,1902,6980.24%+508
SPOTIFY TECHNOLOGY S A(SPOT)02,600+2,60004020.04%+402
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,60812,213+2,6051,6702,0020.18%+332
INTEL CORP(INTC)07,883+7,88302800.03%+280
LULULEMON ATHLETICA INC(LULU)5,9506,510+5602,2522,5100.23%+258
INTERNATIONAL BUSINESS MACHS(IBM)01,747+1,74702450.02%+245
SELECT SECTOR SPDR TR
ST STR STAPL ETF
14,89619,455+4,5591,1051,3390.12%+234
ALPHABET INC(GOOG)2,7824,272+1,4903375610.05%+225
WAL-MART STORES INC(WMT)1,3392,720+1,3812104350.04%+225
ALTERYX INC04,260,000+4,260,00003,7540.34%+3,754
EATON CORP PLC(ETN)0748+74801600.01%+160
ZOETIS INC(ZTS)0876+87601520.01%+152
ADVANCED MICRO DEVICES INC(AMD)01,446+1,44601490.01%+149
CME GROUP INC(CME)0727+72701460.01%+146
VISA INC(V)7,3668,154+7881,7491,8760.17%+127
TEXAS INSTRS INC(TXN)1,1352,055+9202043270.03%+122
RIVIAN AUTOMOTIVE INC(RIVN)05,000+5,00001210.01%+121
AMGEN INC(AMGN)01,098+1,09802900.03%+290
AUTOMATIC DATA PROCESSING IN7191,079+3601582600.02%+102
FACEBOOK INC(META)14,48614,190-2964,1574,2590.39%+101
GILEAD SCIENCES INC(GILD)1,9803,257+1,2771532450.02%+92
KLA-TENCOR CORP(KLAC)322537+2151562460.02%+90
VERTEX PHARMACEUTICALS INC(VRTX)382641+2591342230.02%+88
PACCAR INC(PCAR)02,150+2,15001830.02%+183
NORTHROP GRUMMAN CORP(NOC)0163+1630720.01%+72
CHEGG INC02,057,000+2,057,00001,6100.15%+1,610
KRAFT HEINZ CO(KHC)2,4614,627+2,166871560.01%+68
DUPONT DE NEMOURS INC(DD)0913+9130680.01%+68
AMERICAN ELEC PWR INC5031,455+952421090.01%+67
DOW INC(DOW)01,269+1,2690650.01%+65
O REILLY AUTOMOTIVE INC NEW(ORLY)114189+751091720.02%+63
COMCAST CORP NEW(CCZ)012,671+12,67105620.05%+562
PEMBINA PIPELINE CORP(PBA)01,950+1,9500590.01%+59
CHENIERE ENERGY INC(LNG)0353+3530590.01%+59
PHILLIPS 66(PSX)0461+4610550.01%+55
WALGREENS BOOTS ALLIANCE INC2,7695,981+3,212791330.01%+54
OCCIDENTAL PETE CORP DEL(OXY)0825+8250540.00%+54
STARBUCKS CORP(SBUX)2,1072,859+7522092610.02%+52
ENERGY TRANSFER EQUITY L P(ET)03,238+3,2380450.00%+45
ENTERPRISE PRODS PARTNERS L(EPD)01,584+1,5840430.00%+43
WELLTOWER INC(WELL)0524+5240430.00%+43
MPLX LP(MPLX)01,204+1,2040430.00%+43
TARGA RES CORP(TRGP)0499+4990430.00%+43
PLAINS GP HLDGS L P(PAGP)02,643+2,6430430.00%+43
CATERPILLAR INC DEL(CAT)0155+1550420.00%+42
EMERSON ELEC CO(EMR)0438+4380420.00%+42
STAG INDL INC(STAG)01,204+1,2040420.00%+42
GENERAL DYNAMICS CORP(GD)0188+1880420.00%+42
DIGITAL RLTY TR INC(DLR)0343+3430420.00%+42
WASTE CONNECTIONS INC(WCN)0306+3060410.00%+41
PENTAIR PLC(PNR)0633+6330410.00%+41
REPUBLIC SVCS INC(RSG)0287+2870410.00%+41
FORTIS INC(FTS)01,075+1,0750410.00%+41
DEERE & CO(DE)0108+1080410.00%+41
CANADIAN NATL RY CO(CNI)0375+3750410.00%+41
WASTE MGMT INC DEL(WM)0266+2660410.00%+41
SEMPRA ENERGY(SRE)0595+5950400.00%+40
WEYERHAEUSER CO(WY)01,295+1,2950400.00%+40
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
01,335+1,3350390.00%+39
AMERICAN WTR WKS CO INC NEW0360+3600460.00%+46
LOCKHEED MARTIN CORP(LMT)093+930380.00%+38
ALEXANDRIA REAL ESTATE EQ IN0369+3690370.00%+37
ATLANTICA SUSTAINABLE INFR P02,186+2,1860430.00%+43
NIKE INC(NKE)24,34528,463+4,1182,6872,7220.25%+35
CSX CORP(CSX)2,7924,098+1,306951260.01%+31
CONSTELLATION ENERGY CORP(CEG)346533+18732580.01%+26
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