SEC 13F Intelligence

Managers / Q2 2019 · view latest →

RATIONAL ADVISORS, INC.

CIK 0001143565 · 207 CALLE DE PARQUE ST., SAN JUAN, 00912 · 631-629-4907

Reported Value
$282M
Q2 2019
Positions
811
Filings on Record
32
2019–present window
Filed
Aug 8, 2019
original filing

Summary

Rational Advisors, Inc. reported $282M in U.S.-listed holdings across 811 positions for Q2 2019.

Its largest position, MA, represents 1.5% of the portfolio.

Compared with Q1 2019, the fund opened 72 new positions and exited 46.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $320MQ4 ’18Q1 ’19: $370MQ2 ’19: $282MQ3 ’19: $258MQ4 ’19: $213MQ4 ’19Q1 ’20: $137MQ2 ’20: $193MQ3 ’20: $233MQ4 ’20: $373MQ4 ’20Q1 ’21: $541MQ2 ’21: $848MQ3 ’21: $1.3BQ4 ’21: $1.6BQ4 ’21Q1 ’22: $1.7BQ2 ’22: $1.4BQ3 ’22: $1.3BQ4 ’22: $1.21TQ4 ’22Q1 ’23: $1.2BQ2 ’23: $1.2BQ3 ’23: $1.1BQ4 ’23: $982MQ4 ’23Q1 ’24: $1.1BQ2 ’24: $1.0BQ3 ’24: $1.0BQ4 ’24: $1.0BQ4 ’24Q1 ’25: $991MQ2 ’25: $1.0BQ3 ’25: $1.0BQ4 ’25: $976MQ4 ’25Q1 ’26: $980Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$980M229May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$976M229Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.0B240Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.0B234Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$991M131May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.0B116Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B180Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.0B204Jul 25, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.1B227Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$982M205Feb 14, 2024RESTATEMENTchanges · EDGAR ↗
Q3 2023$1.1B311Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.2B340Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.2B312May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.21T293Feb 13, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$1.3B294Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.4B294Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.7B298May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.6B207Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.3B207Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$848M141Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$541M195May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$373M229Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$233M792Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$193M629Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$137M193May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$213M708Feb 6, 202013F-HRchanges · EDGAR ↗
Q3 2019$258M790Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$282M811Aug 8, 201913F-HRchanges · EDGAR ↗
Q1 2019$370M763May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$320M732Feb 7, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.