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Portfolio (Quarterly) Guide ↗

Rachor Investment Advisory Services, LLC

· CIK 0002008792
13F Portfolio $188M AUM 429 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 429 New
Page 2 of 22  ·  429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 1,218.0 $237K 0.13% NEW $194.86 -2.0%
22 AXP AMERICAN EXPRESS CO Financial Services 603.0 $223K 0.12% NEW $369.97 -15.5%
23 AMD ADVANCED MICRO DEVICES INC Technology 1,000.0 $214K 0.11% NEW $214.16 +131.4%
24 XOM EXXON MOBIL CORP Energy 1,554.0 $187K 0.10% NEW $120.35 +24.5%
25 TSLA TESLA INC Consumer Cyclical 380.0 $171K 0.09% NEW $449.72 -2.1%
26 MA MASTERCARD INCORPORATED Financial Services 267.0 $152K 0.08% NEW $571.09 -13.3%
27 GEV GE VERNOVA INC Utilities 226.0 $148K 0.08% NEW $653.85 +57.8%
28 COST COSTCO WHSL CORP NEW Consumer Defensive 163.0 $141K 0.07% NEW $862.55 +16.4%
29 JNUG DIREXION SHS ETF TR 665.0 $137K 0.07% NEW $206.54 -19.0%
30 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 1,493.0 $136K 0.07% NEW $91.21 -2.4%
31 NEE NEXTERA ENERGY INC Utilities 1,659.0 $133K 0.07% NEW $80.26 +9.2%
32 SSD SIMPSON MFG INC Industrials 822.0 $133K 0.07% NEW $161.48 +18.2%
33 MELI MERCADOLIBRE INC Consumer Cyclical 62.0 $125K 0.07% NEW $2014.27 -15.8%
34 PEP PEPSICO INC Consumer Defensive 864.0 $124K 0.07% NEW $143.49 +3.0%
35 BA BOEING CO Industrials 540.0 $117K 0.06% NEW $217.12 +3.3%
36 PANW PALO ALTO NETWORKS INC Technology 600.0 $111K 0.06% NEW $184.20 +34.9%
37 CSCO CISCO SYS INC Technology 1,370.0 $106K 0.06% NEW $77.01 +55.4%
38 PFE PFIZER INC Healthcare 4,039.0 $101K 0.05% NEW $24.90 +5.3%
39 GLW CORNING INC Technology 1,108.0 $97K 0.05% NEW $87.53 +118.1%
40 ACN ACCENTURE PLC IRELAND Technology 329.0 $88K 0.05% NEW $268.41 -34.3%
Page 2 of 22  ·  429 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 30.8%
Financial Services 24.1%
Communication Services 12.1%
Industrials 10.5%
Consumer Cyclical 7.1%
Healthcare 5.1%
Consumer Defensive 3.6%
Utilities 3.6%
Energy 1.9%
Basic Materials 1.0%