MondegarAI
RATIONAL ADVISORS, INC.

Q3 2025 · 13F-HR

RATIONAL ADVISORS, INC.holdings as filed

Filed 2025-11-12 · accession 0001580642-25-007222

$1.01B
Reported value
193
Positions
2025-09-30
Period end
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The Brief · RATIONAL ADVISORS, INC. · Q3 2025

AI · grounded in 13F

RATIONAL ADVISORS, INC. established a new position in SPAB valued at $75.9M. The fund also initiated new holdings in BND and AGG, both valued at approximately $75.9M. Additional new positions include QQQM at $51M and MLPX at $50.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A649SPABSPDR SERIES TRUST$75.9M7.55%2,937,303CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$75.9M7.55%1,020,615CommonSOLE
464287226AGGISHARES TR$75.8M7.54%756,348CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$51.0M5.08%206,555CommonSOLE
37954Y293MLPXGLOBAL X FDS$50.7M5.04%808,015CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$47.2M4.69%540,865CommonSOLE
464287200IVVISHARES TR$46.5M4.62%69,433CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$41.9M4.17%194,391CommonSOLE
97717Y790NTSXWISDOMTREE TR$38.5M3.83%713,693CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$33.1M3.29%1,533,928CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$29.0M2.88%507,268CommonSOLE
78468R606SPHYSPDR SERIES TRUST$24.9M2.48%1,041,882CommonSOLE
37954Y657PFFDGLOBAL X FDS$20.8M2.07%1,069,210CommonSOLE
922908363VOOVANGUARD INDEX FDS$20.3M2.02%33,100CommonSOLE
78464A854SPYMSPDR SERIES TRUST$16.7M1.66%212,625CommonSOLE
25434V872DFCFDIMENSIONAL ETF TRUST$16.6M1.65%388,805CommonSOLE
808524698SCHISCHWAB STRATEGIC TR$12.5M1.24%540,680CommonSOLE
46432F842IEFAISHARES TR$12.2M1.22%140,180CommonSOLE
90353TAM2UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC$10.8M1.07%7,339,000CommonSHARED
060505682BAC 7.25 PERP LBANK AMERICA CORP$10.3M1.02%8,048CommonSHARED
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$10.1M1.01%8,200CommonSHARED
682189AU9ON 0.5 03/01/29ON SEMICONDUCTOR CORP$9.2M0.91%9,952,000CommonSHARED
37940XAU6GPN 1.5 03/01/31GLOBAL PMTS INC$8.7M0.86%9,457,000CommonSHARED
02079K305GOOGLALPHABET INC$8.6M0.85%35,303CommonSHARED
48251W500KKR 6.25 03/01/28 DKKR & CO INC$8.5M0.84%161,600CommonSHARED
92277GAZ0VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP$8.1M0.81%6,310,000CommonSHARED
464288588MBBISHARES TR$8.1M0.81%85,050CommonSOLE
018802AC2LNT 3.875 03/15/26ALLIANT ENERGY CORP$7.5M0.74%6,930,000CommonSHARED
30303M102METAMETA PLATFORMS INC$7.4M0.73%10,013CommonSHARED
46434G103IEMGISHARES INC$7.2M0.72%109,392CommonSOLE
59001ABF8MTH 1.75 05/15/28MERITAGE HOMES CORP$7.2M0.71%7,022,000CommonSHARED
69352PAS2PPL 2.875 03/15/28PPL CAP FDG INC$7.2M0.71%6,280,000CommonSHARED
29786AAN6ETSY 0.25 06/15/28ETSY INC$7.1M0.71%8,040,000CommonSHARED
345370CZ1F 0 03/15/26FORD MTR CO$6.8M0.68%6,740,000CommonSHARED
023135106AMZNAMAZON COM INC$6.8M0.68%30,910CommonSHARED
594918104MSFTMICROSOFT CORP$6.8M0.67%13,045CommonSHARED
03040WBE4AWK 3.625 06/15/26AMERICAN WTR CAP CORP$6.5M0.65%6,510,000CommonSHARED
42824C208HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C$6.1M0.60%89,140CommonSHARED
82452JAD1FOUR 0.5 08/01/27SHIFT4 PMTS INC$5.7M0.56%5,746,000CommonSHARED
037833100AAPLAPPLE INC$5.2M0.52%20,397CommonSHARED
26142RAB0DKNG 0 03/15/28DRAFTKINGS INC NEW$5.2M0.52%5,780,000CommonSHARED
88160R101TSLATESLA INC$5.1M0.51%11,544CommonSHARED
931142103WMTWALMART INC$4.9M0.48%47,191CommonSHARED
64110L106NFLXNETFLIX INC$4.8M0.48%3,998CommonSHARED
81762P102NOWSERVICENOW INC$4.4M0.44%4,764CommonSHARED
46138G805BABINVESCO EXCH TRADED FD TR II$4.2M0.42%154,918CommonSOLE
595017302MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC.$4.1M0.41%70,100CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$4.0M0.40%4,314CommonSHARED
679295AF2OKTA 0.375 06/15/26OKTA INC$3.9M0.39%4,032,000CommonSHARED
615394202MOG/AMOOG INC$3.8M0.38%18,300CommonSHARED
90353T100UBERUBER TECHNOLOGIES INC$3.8M0.37%38,320CommonSHARED
78462F103SPYSPDR S&P 500 ETF TR$3.7M0.37%5,606CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$3.6M0.36%3,900CommonSHARED
461202103INTUINTUIT$3.5M0.35%5,180CommonSHARED
65339F119NEE 7.234 11/01/27NEXTERA ENERGY INC$3.5M0.35%74,400CommonSHARED
872540109TJXTJX COS INC NEW$3.5M0.35%24,000CommonSHARED
L8681T102SPOTSPOTIFY TECHNOLOGY S A$3.3M0.33%4,775CommonSHARED
03769M106APOAPOLLO GLOBAL MGMT INC$3.3M0.33%24,780CommonSHARED
45073V108ITTITT INC$3.3M0.33%18,300CommonSHARED
09260D107BXBLACKSTONE INC$3.2M0.32%18,654CommonSHARED
67066G104NVDANVIDIA CORPORATION$3.2M0.32%16,972CommonSHARED
48251W104KKRKKR & CO INC$3.0M0.30%23,350CommonSHARED
143658300CCL1EURCARNIVAL CORP$3.0M0.30%103,500CommonSHARED
58733R102MELIMERCADOLIBRE INC$2.9M0.29%1,250CommonSHARED
025816109AXPAMERICAN EXPRESS CO$2.9M0.29%8,704CommonSHARED
538034109LYVLIVE NATION ENTERTAINMENT IN$2.7M0.27%16,516CommonSHARED
30212P303EXPEEXPEDIA GROUP INC$2.2M0.22%10,500CommonSHARED
74346YAG8PRO 2.25 09/15/27PROS HOLDINGS INC$2.2M0.22%2,211,000CommonSHARED
03990B309ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION$2.1M0.21%42,100CommonSHARED
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$2.1M0.21%29,700CommonSHARED
92826C839VVISA INC$1.9M0.19%5,657CommonSHARED
11135F101AVGOBROADCOM INC$1.8M0.18%5,570CommonSHARED
82509L107SHOPSHOPIFY INC$1.8M0.18%12,200CommonSHARED
11271J107BNBROOKFIELD CORP$1.7M0.17%25,500CommonSHARED
45784P101PODDINSULET CORP$1.4M0.14%4,400CommonSHARED
46625H100JPMJPMORGAN CHASE & CO.$1.2M0.12%3,769CommonSHARED
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.11%1,450CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.1M0.11%6,230CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.1M0.11%3,914CommonSHARED
278642103EBAYEBAY INC.$1.1M0.11%11,900CommonSHARED
404280406HSBCHSBC HLDGS PLC$1.0M0.10%14,685CommonSHARED
19260QAF4COIN 0.25 04/01/30COINBASE GLOBAL INC$1.0M0.10%800,000CommonSHARED
29786A106ETSYETSY INC$1.0M0.10%15,100CommonSHARED
169656105CMGCHIPOTLE MEXICAN GRILL INC$979,7500.10%25,000CommonSHARED
00287Y109ABBVABBVIE INC$969,2270.10%4,186CommonSHARED
532457108LLYELI LILLY & CO$897,2880.09%1,176CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$880,0570.09%3,119CommonSHARED
02079K107GOOGALPHABET INC$837,8120.08%3,440CommonSHARED
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$823,9910.08%1,639CommonSHARED
871607107SNPSSYNOPSYS INC$797,3190.08%1,616CommonSHARED
770700102HOODROBINHOOD MKTS INC$785,7720.08%5,488CommonSHARED
30231G102XOMEXXON MOBIL CORP$776,2840.08%6,885CommonSHARED
464288760ITAISHARES TR$774,8900.08%3,703CommonSHARED
437076102HDHOME DEPOT INC$771,0770.08%1,903CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$758,3710.08%2,159CommonSHARED
68389X105ORCLORACLE CORP$735,1610.07%2,614CommonSHARED
46435U135IHAKISHARES TR$661,5040.07%12,641CommonSHARED
580135101MCDMCDONALDS CORP$568,2740.06%1,870CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$564,4350.06%2,772CommonSHARED
438516106HONHONEYWELL INTL INC$562,4560.06%2,672CommonSHARED
149123101CATCATERPILLAR INC$535,3630.05%1,122CommonSHARED
66987V109NVSNOVARTIS AG$526,5530.05%4,106CommonSHARED
369604301GEGE AEROSPACE$518,9150.05%1,725CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$507,6060.05%1,135CommonSHARED
219350105GLWCORNING INC$499,1530.05%6,085CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$489,5770.05%3,026CommonSHARED
65339F101NEENEXTERA ENERGY INC$473,7000.05%6,275CommonSHARED
09290D101BLKBLACKROCK INC$458,1870.05%393CommonSHARED
21037T109CEGCONSTELLATION ENERGY CORP$414,6280.04%1,260CommonSHARED
29444U700EQIXEQUINIX INC$392,4030.04%501CommonSHARED
74340W103PLDPROLOGIS INC.$341,2700.03%2,980CommonSHARED
03027X100AMTAMERICAN TOWER CORP NEW$336,1750.03%1,748CommonSHARED
808513105SCHWSCHWAB CHARLES CORP$334,1450.03%3,500CommonSHARED
012653101ALBALBEMARLE CORP$292,6990.03%3,610CommonSHARED
00827B106AFRMAFFIRM HLDGS INC$292,3200.03%4,000CommonSHARED
13100M509CALXCALIX INC$284,5730.03%4,637CommonSHARED
285512109EAELECTRONIC ARTS INC$282,3800.03%1,400CommonSHARED
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$248,8010.02%963CommonSHARED
969457100WMBWILLIAMS COS INC$230,4040.02%3,637CommonSHARED
92840M102VSTVISTRA CORP$204,9320.02%1,046CommonSHARED
629377508NRGNRG ENERGY INC$193,6920.02%1,196CommonSHARED
57636Q104MAMASTERCARD INCORPORATED$149,5970.01%263CommonSHARED
922280102VRNSVARONIS SYS INC$117,4690.01%2,044CommonSHARED
N07059210ASMLASML HOLDING N V$109,3940.01%113CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$89,0870.01%258CommonSHARED
17275R102CSCOCISCO SYS INC$80,3250.01%1,174CommonSHARED
872590104TMUST-MOBILE US INC$79,2350.01%331CommonSHARED
03831W108APPAPPLOVIN CORP$73,2910.01%102CommonSHARED
002824100ABTABBOTT LABS$68,7110.01%513CommonSHARED
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$67,0660.01%671CommonSHARED
79466L302CRMSALESFORCE INC$65,8860.01%278CommonSHARED
G54950103LINLINDE PLC$65,5500.01%138CommonSHARED
808625107SAICSCIENCE APPLICATIONS INTL CO$64,4910.01%649CommonSHARED
747525103QCOMQUALCOMM INC$51,7380.01%311CommonSHARED
512807306LRCXLAM RESEARCH CORP$49,5430.00%370CommonSHARED
882508104TXNTEXAS INSTRS INC$48,6880.00%265CommonSHARED
038222105AMATAPPLIED MATLS INC$47,9090.00%234CommonSHARED
78409V104SPGIS&P GLOBAL INC$43,8040.00%90CommonSHARED
031162100AMGNAMGEN INC$43,7410.00%155CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$42,4690.00%435CommonSHARED
00724F101ADBEADOBE INC$41,9770.00%119CommonSHARED
482480100KLACKLA CORP$40,9870.00%38CommonSHARED
863667101SYKSTRYKER CORPORATION$40,6640.00%110CommonSHARED
548661107LOWLOWES COS INC$39,4560.00%157CommonSHARED
244199105DEDEERE & CO$36,1240.00%79CommonSHARED
053015103ADPAUTOMATIC DATA PROCESSING IN$35,2200.00%120CommonSHARED
539830109LMTLOCKHEED MARTIN CORP$32,9480.00%66CommonSHARED
40412C101HCAHCA HEALTHCARE INC$29,4080.00%69CommonSHARED
45866F104ICEINTERCONTINENTAL EXCHANGE IN$29,1470.00%173CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$28,9810.00%74CommonSHARED
12572Q105CMECME GROUP INC$28,6400.00%106CommonSHARED
701094104PHPARKER-HANNIFIN CORP$28,0520.00%37CommonSHARED
94106L109WMWASTE MGMT INC DEL$26,9410.00%122CommonSHARED
666807102NOCNORTHROP GRUMMAN CORP$24,9820.00%41CommonSHARED
464287440IEFISHARES TR$24,8870.00%258CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$24,5840.00%71CommonSHARED
615369105MCOMOODYS CORP$24,3000.00%51CommonSHARED
172908105CTASCINTAS CORP$23,6050.00%115CommonSHARED
G0403H108AONAON PLC$22,1080.00%62CommonSHARED
125523100CITHE CIGNA GROUP$21,9070.00%76CommonSHARED
760759100RSGREPUBLIC SVCS INC$21,8010.00%95CommonSHARED
893641100TDGTRANSDIGM GROUP INC$21,0880.00%16CommonSHARED
337738108FISVFISERV INC$19,9840.00%155CommonSHARED
052769106ADSKAUTODESK INC$19,6960.00%62CommonSHARED
126408103CSXCSX CORP$19,5310.00%550CommonSHARED
98978V103ZTSZOETIS INC$19,0220.00%130CommonSHARED
34959E109FTNTFORTINET INC$18,6660.00%222CommonSHARED
03073E105CORCENCORA INC$18,1270.00%58CommonSHARED
05464C101AXONAXON ENTERPRISE INC$17,2230.00%24CommonSHARED
03990B101ARESARES MANAGEMENT CORPORATION$15,8290.00%99CommonSHARED
45168D104IDXXIDEXX LABS INC$15,3330.00%24CommonSHARED
23331A109DHID R HORTON INC$13,7270.00%81CommonSHARED
217204106CPRTCOPART INC$12,7270.00%283CommonSHARED
55354G100MSCIMSCI INC$12,4830.00%22CommonSHARED
929160109VMCVULCAN MATLS CO$11,9970.00%39CommonSHARED
631103108NDAQNASDAQ INC$11,5870.00%131CommonSHARED
22160N109CSGPCOSTAR GROUP INC$11,1370.00%132CommonSHARED
303250104FICOFAIR ISAAC CORP$10,4760.00%7CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$9,4980.00%74CommonSHARED
526057104LENLENNAR CORP$9,3270.00%74CommonSHARED
46266C105IQVIQVIA HLDGS INC$9,3070.00%49CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8,8120.00%37CommonSHARED
679580100ODFLOLD DOMINION FREIGHT LINE IN$8,7280.00%62CommonSHARED
775711104ROLROLLINS INC$8,6940.00%148CommonSHARED
294429105EFXEQUIFAX INC$8,4650.00%33CommonSHARED
92343E102VRSNVERISIGN INC$7,5480.00%27CommonSHARED
12503M108CBOECBOE GLOBAL MKTS INC$7,3580.00%30CommonSHARED
464287457SHYISHARES TR$7,1350.00%86CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$5,7710.00%22CommonSHARED
831865209AOSSMITH A O CORP$3,0830.00%42CommonSHARED
426281101JKHYHENRY JACK & ASSOC INC$2,9790.00%20CommonSHARED
73278L105POOLPOOL CORP$2,7910.00%9CommonSHARED
516544103LNTHLANTHEUS HLDGS INC$1,0260.00%20CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.