Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

RATIONAL ADVISORS LLC

Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001162044-24-000402

Total Value
$1.08B
Positions
227
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (227)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS9219378351,313,739$95.4M8.85%
2ISHARES TR464287226973,864$95.4M8.84%
3SPDR SER TR78464A6493,771,284$95.3M8.84%
4ALPS ETF TR00162Q4521,370,926$65.1M6.03%
5INVESCO EXCH TRADED FD TR IIIVZ336,613$61.5M5.70%
6VANGUARD SPECIALIZED FUNDS921908844320,269$58.5M5.42%
7WISDOMTREE TRWT1,256,568$53.1M4.92%
8J P MORGAN EXCHANGE TRADED F46641Q332823,543$47.7M4.42%
9SCHWAB STRATEGIC TR8085248472,081,886$42.3M3.92%
10ISHARES TR46428720070,384$37.0M3.43%
11DBX ETF TR2330514321,027,792$36.7M3.40%
12GLOBAL X FDS37954Y6571,550,666$31.3M2.90%
13DIMENSIONAL ETF TRUST25434V872624,190$26.2M2.43%
14SPDR SER TR78464A854339,880$20.9M1.94%
15ISHARES TR464288588225,492$20.8M1.93%
16ISHARES TR46428720039,217$20.6M1.91%
17VANGUARD INDEX FDS92290836342,485$20.4M1.89%
18SCHWAB STRATEGIC TR808524698352,947$15.7M1.46%
19AMAZON COM INCAMZN63,495$11.5M1.06%
20INVESCO EXCH TRADED FD TR IIIVZ392,160$10.4M0.97%
21APOLLO GLOBAL MGMT INC03769M30499,600$6.3M0.59%
22WELLS FARGO CO NEW9497468045,100$6.2M0.58%
23DEXCOM INCDXCM5,530,000$6.1M0.56%
24BANK AMERICA CORP0605056824,948$5.9M0.55%
25NEXTERA ENERGY INCNEE-PW150,700$5.9M0.54%
26PPL CAP FDG INCPPLC6,120,000$5.9M0.54%
27FORD MTR CO DEL345370CZ15,560,000$5.7M0.53%
28TYLER TEX INDPT SCH DIST902252AB15,620,000$5.6M0.52%
29SELECT SECTOR SPDR TR81369Y88683,338$5.5M0.51%
30EURONET WORLDWIDE INCEEFT5,380,928$5.2M0.48%
31SHOPIFY INCSHOP5,332,000$5.1M0.47%
32BOOKING HOLDINGS INCBKNG1,200$4.4M0.40%
33DRAFTKINGS INC NEWDKNG5,020,000$4.3M0.40%
34OKTA INCOKTA4,649,000$4.3M0.39%
35ALLIANT ENERGY CORPLNT4,250,000$4.2M0.39%
36ETSY INCETSY5,200,000$4.1M0.38%
37EXPEDIA GROUP INCEXPE3,895,000$3.6M0.33%
38LIVE NATION ENTERTAINMENT INLYV33,850$3.6M0.33%
39TJX COS INC NEW87254010935,025$3.6M0.33%
40SALESFORCE INCCRM11,350$3.4M0.32%
41SHIFT4 PMTS INC82452JAD13,646,000$3.4M0.31%
42BLACKSTONE INCBX25,600$3.4M0.31%
43APOLLO GLOBAL MGMT INC03769M10629,700$3.3M0.31%
44KKR & CO INCKKRT31,900$3.2M0.30%
45UBER TECHNOLOGIES INCUBER41,600$3.2M0.30%
46KBR INCKBR48,500$3.1M0.29%
47SOUTHWEST AIRLS CO844741BG23,030,000$3.1M0.28%
48META PLATFORMS INCMETA6,100$3.0M0.27%
49ELI LILLY & COLLY3,750$2.9M0.27%
50MICROSOFT CORPMSFT6,847$2.9M0.27%
51DRAFTKINGS INC NEWDKNG62,000$2.8M0.26%
52COSTCO WHSL CORP NEW22160K1053,699$2.7M0.25%
53MERCADOLIBRE INCMELI1,665$2.5M0.23%
54BIOMARIN PHARMACEUTICAL INCBMRN2,493,000$2.5M0.23%
55ALPHABET INCGOOG16,150$2.4M0.23%
56PROS HOLDINGS INC74346YAG82,211,000$2.4M0.22%
57WIX COM LTDWIX2,540,000$2.3M0.22%
58FRESHPET INCFRPT18,900$2.2M0.20%
59EXXON MOBIL CORPXOM18,400$2.1M0.20%
60BOSTON SCIENTIFIC CORPBSX28,700$2.0M0.18%
61CYBERARK SOFTWARE LTDM2682V1087,400$2.0M0.18%
62BUILDERS FIRSTSOURCE INCBLDR8,465$1.8M0.16%
63CHEGG INCCHGG2,057,000$1.7M0.16%
64BERKSHIRE HATHAWAY INC DELBRK-A3,911$1.6M0.15%
65NETFLIX INCNFLX2,700$1.6M0.15%
66MICROSOFT CORPMSFT3,833$1.6M0.15%
67VANGUARD ADMIRAL FDS INC9219327038,409$1.5M0.14%
68ISHARES TR4642874088,113$1.5M0.14%
69SPDR SER TR78464A50829,974$1.5M0.14%
70TRANSDIGM GROUP INCTDG1,200$1.5M0.14%
71KKR & CO INCKKRT14,400$1.4M0.13%
72TAIWAN SEMICONDUCTOR MFG LTD87403910010,500$1.4M0.13%
73APPLE INCAAPL8,203$1.4M0.13%
74NVIDIA CORPORATIONNVDA1,500$1.4M0.13%
75D R HORTON INC23331A1097,800$1.3M0.12%
76BERKSHIRE HATHAWAY INC DELBRK-A2$1.3M0.12%
77FIDELITY COVINGTON TRUST31609278221,393$1.2M0.11%
78MANCHESTER UTD PLC NEWG5784H10685,000$1.2M0.11%
79AMAZON COM INCAMZN6,472$1.2M0.11%
80META PLATFORMS INCMETA2,387$1.2M0.11%
81OREILLY AUTOMOTIVE INC67103H1071,020$1.2M0.11%
82ISHARES TR46432F84215,264$1.1M0.11%
83HOME DEPOT INCHD2,800$1.1M0.10%
84LENNAR CORPLEN-B6,125$1.1M0.10%
85TRADEWEB MKTS INC8926721069,700$1.0M0.09%
86WIX COM LTDWIX7,100$976,1080.09%
87INTUITIVE SURGICAL INCISRG2,400$957,8160.09%
88NVIDIA CORPORATIONNVDA1,003$906,2710.08%
89CARMAX INCKMX10,200$888,5220.08%
90ARISTA NETWORKS INCANET2,900$840,9420.08%
91ISHARES TR4642877215,478$739,8590.07%
92FIDELITY COVINGTON TRUST3160928084,712$734,3180.07%
93VANGUARD WORLD FD92204A7021,400$734,0760.07%
94SELECT SECTOR SPDR TR81369Y8033,509$730,8190.07%
95BROADCOM INCAVGO550$728,9760.07%
96CISCO SYS INCCSCO13,267$662,1560.06%
97ALPHABET INCGOOG4,343$655,4890.06%
98ALPHABET INCGOOG4,291$653,3480.06%
99PETIQ INC71639TAB2635,000$629,8570.06%
100ISHARES TR4642871012,263$559,8890.05%
101ALTRIA GROUP INCMO12,420$541,7600.05%
102AMGEN INCAMGN1,543$438,7060.04%
103FERRARI N VRACE1,000$435,9400.04%
104ISHARES TR4642876634,761$430,5850.04%
105APPLIED MATLS INC0382221052,036$419,8840.04%
106INTERNATIONAL BUSINESS MACHSINTR2,082$397,5790.04%
107LAM RESEARCH CORPLRCX402$390,5710.04%
108GILEAD SCIENCES INCGILD5,245$384,1960.04%
109MCDONALDS CORPMCD1,299$366,2530.03%
110TARGET CORPTGT2,000$354,4200.03%
111EBAY INC.EBAY5,856$309,0800.03%
112JPMORGAN CHASE & COVYLD1,502$300,8510.03%
113VANECK ETF TRUST92189F6761,295$291,3620.03%
114LOWES COS INC5486611071,091$277,9100.03%
115PACCAR INCPCAR1,819$225,3560.02%
116WALMART INCWMT2,645$159,1500.01%
117ISHARES TR4642886791,422$157,1880.01%
118CONSTELLATION ENERGY CORPCEG838$154,9040.01%
119BANK AMERICA CORP0605051043,597$136,3980.01%
120SALESFORCE INCCRM449$135,2300.01%
121NETFLIX INCNFLX214$129,9690.01%
122DELTA AIR LINES INC DELDAL2,599$124,4140.01%
123COSTCO WHSL CORP NEW22160K105166$121,6170.01%
124DISNEY WALT CO254687106960$117,4660.01%
125COMCAST CORP NEWCCZ2,632$114,0970.01%
126PROCTER AND GAMBLE CO742718109663$107,5720.01%
127VERIZON COMMUNICATIONS INCVZ2,456$103,0540.01%
128WELLS FARGO CO NEW9497461011,774$102,8210.01%
129INTEL CORPINTC2,291$101,1930.01%
130GENERAL ELECTRIC CO369604301527$92,5040.01%
131HOME DEPOT INCHD236$90,5300.01%
132ADVANCED MICRO DEVICES INCAMD472$85,1910.01%
133RTX CORPORATIONRTX873$85,1440.01%
134S&P GLOBAL INCSPGI196$83,3880.01%
135NEXTERA ENERGY INCNEE-PW1,304$83,3390.01%
136JOHNSON & JOHNSONJNJ525$83,0500.01%
137HONEYWELL INTL INC438516106403$82,7160.01%
138ADOBE INCADBE163$82,2500.01%
139NIKE INCNKE821$77,1580.01%
140BOOKING HOLDINGS INCBKNG21$76,1850.01%
141AT&T INCT-PC4,320$76,0320.01%
142GOLDMAN SACHS GROUP INCGSCE181$75,6020.01%
143BOEING COBA-PA369$71,2130.01%
144TESLA INCTSLA394$69,2610.01%
145MICRON TECHNOLOGY INCMU566$66,7260.01%
146MORGAN STANLEYMS-PQ700$65,9120.01%
147MEDTRONIC PLCMDT746$65,0140.01%
148WILLIAMS COS INC9694571001,648$64,2230.01%
149UNITED PARCEL SERVICE INCUPS430$63,9110.01%
150STRYKER CORPORATIONSYK178$63,7010.01%
151NORTHROP GRUMMAN CORPNOC131$62,7040.01%
152EATON CORP PLCETN200$62,5360.01%
153ONEOK INC NEWOKE773$61,9710.01%
154BLACKROCK INCBLK74$61,6940.01%
155CITIGROUP INCC-PR968$61,2160.01%
156PROLOGIS INC.PLDGP467$60,8130.01%
157CVS HEALTH CORPCVS761$60,6970.01%
158ACCENTURE PLC IRELANDACN175$60,6570.01%
159LINDE PLCLIN125$58,0400.01%
160CONOCOPHILLIPSCOP456$58,0400.01%
161PHILLIPS 66PSX355$57,9860.01%
162DOW INCDOW991$57,4090.01%
163SHERWIN WILLIAMS COSHW165$57,3090.01%
164FREEPORT-MCMORAN INCFCX1,216$57,1760.01%
165NUCOR CORPNUE288$56,9950.01%
166CHENIERE ENERGY INCLNG353$56,9320.01%
167CATERPILLAR INCCAT155$56,7970.01%
168WASTE MGMT INC DEL94106L109266$56,6980.01%
169TARGA RES CORPTRGP499$55,8830.01%
170STEEL DYNAMICS INCSTLD377$55,8830.01%
171ECOLAB INCECL239$55,1850.01%
172DUPONT DE NEMOURS INCDD718$55,0490.01%
173REPUBLIC SVCS INC760759100287$54,9430.01%
174PENTAIR PLCPNR633$54,0840.01%
175OCCIDENTAL PETE CORP674599105825$53,6170.00%
176RELIANCE INCRS159$53,1350.00%
177GENERAL DYNAMICS CORPGD188$53,1080.00%
178EQUINIX INCEQIX64$52,8210.00%
179WASTE CONNECTIONS INCWCN306$52,6350.00%
180CANADIAN PACIFIC KANSAS CITYCP594$52,3730.00%
181COCA COLA COKO846$51,7580.00%
182RTX CORPORATIONRTX525$51,2030.00%
183LINDE PLCLIN110$51,0750.00%
184ENERGY TRANSFER L PET-PI3,238$50,9340.00%
185UNITED STATES STL CORP NEWUNTCW1,228$50,0780.00%
186MPLX LPMPLXP1,204$50,0380.00%
187KINDER MORGAN INC DELEP-PC2,725$49,9770.00%
188ABBOTT LABSABLZF439$49,8970.00%
189EMERSON ELEC COEMR438$49,6780.00%
190UNION PAC CORPUNP202$49,6780.00%
191DIGITAL RLTY TR INC253868103343$49,4060.00%
192CANADIAN NATL RY CO136375102375$49,3910.00%
193CME GROUP INCCME228$49,0860.00%
194WELLTOWER INCWELL524$48,9630.00%
195PLAINS GP HLDGS L PPAGP2,643$48,2350.00%
196EXXON MOBIL CORPXOM413$48,0070.00%
197PEMBINA PIPELINE CORPPPLOF1,350$47,7090.00%
198ALEXANDRIA REAL ESTATE EQ IN015271109369$47,5680.00%
199WEYERHAEUSER CO MTN BEWY1,295$46,5030.00%
200HONEYWELL INTL INC438516106226$46,3870.00%
201AMERICAN ELEC PWR CO INC025537101538$46,3220.00%
202STAG INDL INC85254J1021,204$46,2820.00%
203ENTERPRISE PRODS PARTNERS L2937921071,584$46,2210.00%
204CSX CORPCSX1,234$45,7440.00%
205DUKE ENERGY CORP NEWDUKB472$45,6470.00%
206ZOETIS INCZTS265$44,8410.00%
207SOUTHERN COSOMN625$44,8380.00%
208EOG RES INCEOG349$44,6160.00%
209DEERE & CODE108$44,3600.00%
210AIR PRODS & CHEMS INCAIIR181$43,8510.00%
211SEMPRASREA595$42,7390.00%
212PROLOGIS INC.PLDGP327$42,5820.00%
213FORTIS INCFTRSF1,075$42,4730.00%
214LOCKHEED MARTIN CORPLMT93$42,3030.00%
215BROOKFIELD INFRAST PARTNERSG162521011,335$41,6650.00%
216ENBRIDGE INCENNPF1,132$40,9560.00%
217NEXTERA ENERGY INCNEE-PW629$40,1990.00%
218PUBLIC STORAGEPSA-PS138$40,0280.00%
219NORFOLK SOUTHN CORP655844108156$39,7600.00%
220CHEVRON CORP NEWCVX252$39,7500.00%
221AMERICAN WTR WKS CO INC NEW030420103308$37,6410.00%
222TC ENERGY CORPTRPRF917$36,8630.00%
223ATLANTICA SUSTAINABLE INFR PALDA1,926$35,5920.00%
224UNITED PARCEL SERVICE INCUPS239$35,5230.00%
225SCHLUMBERGER LTDSLB636$34,8590.00%
226AMERICAN TOWER CORP NEW03027X100176$34,7760.00%
227CROWN CASTLE INCCCI253$26,7750.00%