Rational Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 241 distinct positions held by the firm.
The filing identifies Robert Glass as the Chief Compliance Officer responsible for the report. The firm is headquartered at 207 Calle de Parque St. in San Juan, Puerto Rico.
The portfolio includes a mix of large-cap technology stocks, healthcare companies, and industrial firms. Notable holdings include Apple Inc., Microsoft Corporation, and NVIDIA Corporation, which appear multiple times in the filing under different share classes. Other significant positions include Amazon.com Inc., Alphabet Inc., and Eli Lilly & Co.
The report also lists various exchange-traded funds (ETFs) and fixed income instruments, including notes and preferred shares. Examples of ETFs listed include the iShares Core S&P 500 ETF and the Vanguard Index Funds S&P 500 ETF. Fixed income holdings include notes from companies such as Equinix Inc., Uber Technologies Inc., and Guardant Health Inc.
