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Portfolio (Quarterly) Guide ↗

Rachor Investment Advisory Services, LLC

· CIK 0002008792
13F Portfolio $203M AUM 203 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 44 New 46 Added 35 Reduced 269 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SBUX STARBUCKS CORP Consumer Cyclical 298.0 $30K 0.01% +4.0 +1.4% $102.05 +4.8%
22 UNP UNION PAC CORP Industrials 110.0 $30K 0.01% +1.0 +0.9% $273.19 +6.6%
23 COIN COINBASE GLOBAL INC Financial Services 173.0 $25K 0.01% +108.0 +166.2% $146.19 +21.6%
24 ITW ILLINOIS TOOL WKS INC Industrials 70.0 $19K 0.01% +1.0 +1.4% $269.00 +0.1%
25 ALV AUTOLIV INC Consumer Cyclical 130.0 $15K 0.01% +2.0 +1.6% $116.26 +3.1%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 306.0 $13K 0.01% +160.0 +109.6% $42.28 +20.1%
27 CMCSA COMCAST CORP NEW Communication Services 511.0 $13K 0.01% +155.0 +43.5% $24.56 +10.1%
28 MS MORGAN STANLEY Financial Services 51.0 $11K 0.01% +30.0 +142.9% $210.43 +2.6%
29 WBD WARNER BROS DISCOVERY INC Communication Services 389.0 $10K 0.01% +256.0 +192.5% $26.66 +6.7%
30 QCOM QUALCOMM INC Technology 55.0 $10K 0.01% +1.0 +1.9% $184.84 -8.6%
31 SYF SYNCHRONY FINANCIAL Financial Services 109.0 $8K 0.00% +1.0 +0.9% $76.34 +4.3%
32 CEG CONSTELLATION ENERGY CORP Utilities 33.0 $8K 0.00% +26.0 +371.4% $249.12 +12.9%
33 VTRS VIATRIS INC Healthcare 489.0 $8K 0.00% +8.0 +1.7% $15.87 +6.4%
34 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 93.0 $8K 0.00% +51.0 +121.4% $81.57 -10.2%
35 DTE DTE ENERGY CO Utilities 45.0 $7K 0.00% +20.0 +80.0% $153.67 -11.8%
36 MBB ISHARES TR 58.0 $6K 0.00% +10.0 +20.8% $95.10 -2.9%
37 BWXT BWX TECHNOLOGIES INC Industrials 25.0 $5K 0.00% +23.0 +1150.0% $195.20 -20.0%
38 PPL PPL CORP Utilities 102.0 $4K 0.00% +2.0 +2.0% $36.19 -5.1%
39 VGIT VANGUARD SCOTTSDALE FDS 56.0 $3K 0.00% +2.0 +3.7% $59.21 -2.3%
40 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 62.0 $3K 0.00% +2.0 +3.3% $52.26 +27.9%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.6%
Financial Services 26.7%
Industrials 13.2%
Utilities 5.7%
Consumer Cyclical 5.1%
Consumer Defensive 4.2%
Healthcare 3.8%
Communication Services 2.3%
Basic Materials 1.2%
Real Estate 0.1%