Portfolio (Quarterly)
Guide ↗
Rachor Investment Advisory Services, LLC
· CIK 0002008792| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | ENPH | ENPHASE ENERGY INC | Energy | 3 | $97.0 | — | SOLD |
| 262 | VRA | VERA BRADLEY INC | Consumer Cyclical | 35 | $85.0 | — | SOLD |
| 263 | ELF | E L F BEAUTY INC | Consumer Defensive | 1 | $77.0 | — | SOLD |
| 264 | SDHC | SMITH DOUGLAS HOMES CORP | Real Estate | 4 | $68.0 | — | SOLD |
| 265 | PCT | PURECYCLE TECHNOLOGIES INC | Industrials | 7 | $61.0 | — | SOLD |
| 266 | SHEN | SHENANDOAH TELECOMMUNICATION | Communication Services | 5 | $58.0 | — | SOLD |
| 267 | FRMI | FERMI INC | Utilities | 7 | $56.0 | — | SOLD |
| 268 | SG | SWEETGREEN INC | Consumer Cyclical | 8 | $55.0 | — | SOLD |
| 269 | IVVD | INVIVYD INC | Healthcare | 16 | $40.0 | — | SOLD |
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%