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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DTM DT MIDSTREAM INC Energy 22.0 $3K 0.00% +11.0 +100.0% $144.50 -10.0%
42 LIBERTY MEDIA CORP DEL 25.0 $2K 0.00% +1.0 +4.2% $95.16
43 PM PHILIP MORRIS INTL INC Consumer Defensive 12.0 $2K 0.00% +1.0 +9.1% $175.25 +6.8%
44 O REALTY INCOME CORP Real Estate 20.0 $1K 0.00% +1.0 +5.3% $61.85 -0.8%
45 DOW DOW HLDGS INC Basic Materials 31.0 $849.0 +1.0 +3.3% $27.39 +11.2%
46 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 14.0 $676.0 +1.0 +7.7% $48.29 +7.7%
Page 3 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%