Rational Real Assets Fund
Mutual Fund & Variable Insurance Trust

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2024 → Sep 30, 2024

Expand a category to see the positions behind it, ranked by weight.

No positions in this category.

No positions in this category.

No positions in this category.

Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
WILLIAMS COS INC 1,586 1,447 -139 2.35% -$1.35K
TARGA RESOURCES CORP 478 434 -44 2.29% $2.68K
ONEOK INC 743 673 -70 2.19% $739
WELLTOWER INC 498 442 -56 2.02% $4.67K
CHENIERE ENERGY INC 338 305 -33 1.95% -$4.24K
DUPONT DE NEMOURS INC 684 609 -75 1.93% -$787
RTX CORP 501 446 -55 1.93% $3.74K
SHERWIN WILLIAMS CO 157 139 -18 1.89% $6.20K
ECOLAB INC 228 203 -25 1.85% -$2.43K
FREEPORT MCMORAN INC 1,166 1,037 -129 1.84% -$4.90K
PENTAIR PLC 602 528 -74 1.84% $5.48K
CATERPILLAR INC 148 130 -18 1.81% $1.55K
KINDER MORGAN INC 2,594 2,300 -294 1.81% -$736
LINDE PLC 119 105 -14 1.78% -$2.15K
NORTHROP GRUMMAN CORP 126 93 -33 1.75% -$5.82K
REPUBLIC SVCS 274 244 -30 1.75% -$4.24K
EQUINIX INC 61 54 -7 1.71% $1.78K
GENERAL DYNAMICS CORPORATION 179 158 -21 1.70% -$4.19K
SOUTHERN CO 592 518 -74 1.66% $792
WASTE MANAGEMENT INC 254 225 -29 1.66% -$7.48K
DIGITAL REALTY TRUST INC 326 286 -40 1.65% -$3.28K
PEMBINA PIPELINE 1,281 1,122 -159 1.65% -$1.23K
WASTE CONNECTIONS INC 291 257 -34 1.64% -$5.07K
AMERICAN ELECTRIC POWER CO INC 510 445 -65 1.63% $910
DOW INC 947 833 -114 1.62% -$4.73K
DUKE ENERGY CORP NEW 447 391 -56 1.61% $279
MPLX LP PARTNERSHIP SHARES 1,145 1,002 -143 1.59% -$4.22K
LOCKHEED MARTIN CORP 88 76 -12 1.58% $3.32K
AIR PRODUCTS and CHEMICALS INC 171 148 -23 1.57% -$61
MLP 3,084 2,712 -372 1.55% -$6.49K
NEXTERA ENERGY INC 592 512 -80 1.54% $1.36K
CANADIAN PACIFIC KANSAS CITY LTD 564 490 -74 1.49% -$2.49K
UNION PACIFIC CORP 192 166 -26 1.46% -$2.53K
Plains GP Holdings LP LTD PARTNER INT CL A NEW IN 2,513 2,196 -317 1.45% -$6.67K
SEMPRA ENERGY 561 484 -77 1.44% -$2.19K
CONOCOPHILLIPS 437 383 -54 1.44% -$9.66K
EXXON MOBIL CORP 393 341 -52 1.42% -$5.27K
PUBLIC STORAGE 128 109 -19 1.41% $2.84K
EMERSON ELECTRIC CO 416 360 -56 1.40% -$6.45K
FORTIS INC 1,012 866 -146 1.40% $45
STEEL DYNAMICS INC 358 310 -48 1.39% -$7.28K
PHILLIPS 66 339 295 -44 1.38% -$9.08K
STAG INDUSTRIAL INC CL A 1,133 976 -157 1.36% -$2.70K
HONEYWELL INTL INC 213 184 -29 1.36% -$7.45K
RELIANCE STEEL and ALUMINUM CO 151 131 -20 1.35% -$5.24K
Enterprise Products Partners LP 1,499 1,292 -207 1.34% -$5.83K
Brookfield Infrastructure Partners LP 1,245 1,051 -194 1.31% $2.66K
ENBRIDGE INC 1,064 902 -162 1.31% -$1.24K
DEERE & CO 102 86 -16 1.28% -$2.22K
AMERICAN WATER WRKS COMPANY 288 244 -44 1.27% -$1.52K
CAN NATL RAILWAY 355 304 -51 1.27% -$6.32K
OCCIDENTAL PETROLEUM CORP 789 687 -102 1.26% -$14.32K
ALEXANDRIA REAL ES EQ INC REIT 348 298 -50 1.26% -$5.32K
NUCOR CORP 274 235 -39 1.26% -$7.98K
EOG RESOURCES INC 331 284 -47 1.24% -$6.75K
WEYERHAEUSER CO 1,217 1,013 -204 1.22% -$250
CSX CORP 1,162 983 -179 1.21% -$4.93K
Atlantica Sustainable Infrastructure PLC 1,803 1,528 -275 1.20% -$5.99K
TC ENERGY CORP 849 703 -146 1.19% $1.25K
PROLOGIS INC REIT 303 254 -49 1.14% -$1.95K
AMERICAN TOWER CORP 162 134 -28 1.11% -$327
NORFOLK SOUTHERN CORP 146 120 -26 1.06% -$1.52K
CHEVRON CORP 237 197 -40 1.03% -$8.06K
UNITED PARCEL SERVICE INC CL B 222 177 -45 0.86% -$6.25K
CROWN CASTLE INC 227 170 -57 0.72% -$2.01K
FIRST AM-TR OB-X 29,401 19,113 -10,288 0.68% -$10.29K
SLB LTD 586 454 -132 0.68% -$8.60K

No positions in this category.

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