Rational Advisors LLC
- SEC CIK
- 0001143565
- Latest filing
- Jul 24, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 9, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 249
- −6 vs. Q1 2022
- Portfolio value
- $1.39B
- −$300.3M (−17.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 113 | $8.00K | <0.1% | +3+2.7% | Added | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 259 | $8.00K | <0.1% | +7+2.8% | Added | – |
| FSLRFirst Solar, Inc. | Stock | 103 | $7.00K | <0.1% | +3+3.0% | Added | History |
| MKCMcCormick & Co Inc | Stock | 90 | $7.00K | <0.1% | +2+2.3% | Added | History |
| ARRYArray Technologies, Inc. | COM SHS | 617 | $7.00K | <0.1% | +15+2.5% | Added | History |
| ITGartner Inc | COM | 29 | $7.00K | <0.1% | +1+3.6% | Added | History |
| ENSEnerSys | COM | 111 | $7.00K | <0.1% | +3+2.8% | Added | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 179 | $7.00K | <0.1% | +5+2.9% | Added | History |
| CWTCalifornia Water Service Group | COM | 129 | $7.00K | <0.1% | +3+2.4% | Added | History |
| MANManpowerGroup Inc. | COM | 86 | $7.00K | <0.1% | +2+2.4% | Added | History |
| SHLSShoals Technologies Group, Inc. | CL A | 408 | $7.00K | <0.1% | +10+2.5% | Added | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 517 | $7.00K | <0.1% | +13+2.6% | Added | History |
| SRCLStericycle Inc | COM | 152 | $7.00K | <0.1% | +4+2.7% | Added | History |
| NOVASunnova Energy International Inc. | COM | 373 | $7.00K | <0.1% | +9+2.5% | Added | History |
| Sunpower Corp867652406 | COM | 455 | $7.00K | <0.1% | +11+2.5% | Added | – |
| EVAEnviva, LLC | COM | 119 | $7.00K | <0.1% | +3+2.6% | Added | History |
| BAXBaxter International Inc | Stock | 101 | $6.00K | <0.1% | +3+3.1% | Added | History |
| PLUGPlug Power Inc | Stock | 347 | $6.00K | <0.1% | +9+2.7% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 45 | $6.00K | <0.1% | +1+2.3% | Added | History |
| NTAPNetApp, Inc. | Stock | 94 | $6.00K | <0.1% | +2+2.2% | Added | History |
| CBRECbre Group, Inc. | CL A | 82 | $6.00K | <0.1% | −22,998−99.6% | Reduced | History |
| RUNSunrun Inc. | COM | 275 | $6.00K | <0.1% | +7+2.6% | Added | History |
| XYLXylem Inc. | COM | 76 | $6.00K | <0.1% | +2+2.7% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 45 | $6.00K | <0.1% | +1+2.3% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 21 | $6.00K | <0.1% | +1+5.0% | Added | History |
| AMRCAmeresco, Inc. | CL A | 127 | $6.00K | <0.1% | +3+2.4% | Added | History |
| BLNKBlink Charging Co. | COM | 369 | $6.00K | <0.1% | +9+2.5% | Added | History |
| FCELFuelcell Energy Inc | COM | 1,696 | $6.00K | <0.1% | +42+2.5% | Added | History |
| Freyr BatteryL4135L100 | COM | 909 | $6.00K | <0.1% | +23+2.6% | Added | – |
| BEAMBeam Therapeutics Inc. | COM | 125 | $5.00K | <0.1% | +3+2.5% | Added | History |
| BLDPBallard Power Systems Inc. | COM | 747 | $5.00K | <0.1% | +19+2.6% | Added | History |
| GEVOGevo, Inc. | COM PAR | 2,110 | $5.00K | <0.1% | +52+2.5% | Added | History |
| FSRFisker Inc. | CL A COM STK | 589 | $5.00K | <0.1% | +15+2.6% | Added | History |
| NKLANikola Corp | COM | 859 | $4.00K | <0.1% | +21+2.5% | Added | History |
| OTLYOatly Group AB | SPONSORED ADS | 1,091 | $4.00K | <0.1% | +27+2.5% | Added | History |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 254 | $4.00K | <0.1% | +6+2.4% | Added | – |
| BYNDBeyond Meat, Inc. | COM | 125 | $3.00K | <0.1% | +3+2.5% | Added | History |
| FLNCFluence Energy, Inc. | COM CL A | 318 | $3.00K | <0.1% | +8+2.6% | Added | History |
| GOEVCanoo Inc. | COM CL A | 1,366 | $3.00K | <0.1% | +34+2.6% | Added | History |
| HCCIHeritage-Crystal Clean, Inc. | COM | 97 | $3.00K | <0.1% | +3+3.2% | Added | History |
| TPICQTpi Composites, Inc | COM | 217 | $3.00K | <0.1% | +5+2.4% | Added | History |
| Maxeon Solar Technologies LTY58473102 | SHS | 242 | $3.00K | <0.1% | +6+2.5% | Added | – |
| GWRSGlobal Water Resources, Inc. | COM | 187 | $2.00K | <0.1% | +5+2.7% | Added | History |
| SOLEmeren Group Ltd | SPONSORED ADS | 478 | $2.00K | <0.1% | +12+2.6% | Added | History |
| SUNWSunworks, Inc. | COM NEW | 1,075 | $2.00K | <0.1% | +27+2.6% | Added | History |
| WKHSWorkhorse Group Inc. | COM NEW | 909 | $2.00K | <0.1% | +23+2.6% | Added | History |
| AMTXAemetis, Inc | COM NEW | 277 | $1.00K | <0.1% | +7+2.6% | Added | History |
| GPGreenpower Motor Co Inc. | COM NEW | 385 | $1.00K | <0.1% | +9+2.4% | Added | History |
| FUVArcimoto Inc | COM | 103 | $0 | 0.0% | +3+3.0% | Added | History |
Sold out since Q1 2022 (19)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| Dominion Energy, Inc25746U133 | UNIT 99/99/9999 | 35,566 | $3.61M | 0.2% | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 107,818 | $2.51M | 0.1% | History |
| TGTTarget Corp | Stock | 11,050 | $2.35M | 0.1% | History |
| TRGPTarga Resources Corp. | COM | 20,841 | $1.57M | 0.1% | History |
| DHRDanaher Corp | Stock | 4,946 | $1.45M | 0.1% | History |
| FRFirst Industrial Realty Trust Inc | COM | 23,320 | $1.44M | 0.1% | History |
| AMHAmerican Homes 4 Rent | CL A | 35,577 | $1.42M | 0.1% | History |
| MOHMolina Healthcare, Inc. | COM | 4,185 | $1.40M | 0.1% | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 13,168 | $1.39M | 0.1% | History |
| AEPAmerican Electric Power Co Inc | Stock | 13,588 | $1.36M | 0.1% | History |
| LHLabcorp Holdings Inc. | COM NEW | 5,020 | $1.32M | 0.1% | History |
| AMATApplied Materials Inc | Stock | 8,988 | $1.19M | 0.1% | History |
| AAAlcoa Corp | Stock | 12,717 | $1.15M | 0.1% | History |
| TMUST-Mobile US, Inc. | Stock | 8,000 | $1.03M | 0.1% | History |
| ASMLASML Holding NV | ADR | 1,200 | $802.0K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 5,548 | $606.0K | <0.1% | History |
| FFord Motor Co | Stock | 16,588 | $281.0K | <0.1% | History |
| US Ecology, Inc.91734M103 | COM | 268 | $13.0K | <0.1% | – |
| REGIRenewable Energy Group, Inc. | COM NEW | 190 | $12.0K | <0.1% | History |