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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  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIBERTY LIVE HOLDINGS INC 26.0 $3K 0.00% NEW $105.65
22 LBRDK LIBERTY BROADBAND CORP Communication Services 59.0 $2K 0.00% NEW $33.27 +8.3%
23 IJH ISHARES TR 24.0 $2K 0.00% NEW $77.50 -3.7%
24 EFV ISHARES TR 24.0 $2K 0.00% NEW $75.29 +8.4%
25 DUPONT DE NEMOURS INC 10.0 $1K 0.00% NEW $135.70
26 EXPE EXPEDIA GROUP INC Consumer Cyclical 5.0 $1K 0.00% NEW $257.00 +18.4%
27 FSMD FIDELITY COVINGTON TRUST 23.0 $1K 0.00% NEW $53.26 -5.0%
28 LLYVA LIBERTY LIVE HOLDINGS INC 12.0 $1K 0.00% NEW $101.33
29 BBY BEST BUY INC Consumer Cyclical 16.0 $1K 0.00% NEW $75.94 +8.8%
30 DFTX DEFINIUM THERAPEUTICS INC Healthcare 25.0 $1K 0.00% NEW $47.04 -18.2%
31 CXW CORECIVIC INC Real Estate 38.0 $1K 0.00% NEW $30.39 +7.7%
32 SCHH SCHWAB STRATEGIC TR 38.0 $912.0 NEW $24.00 -1.8%
33 FDLO FIDELITY COVINGTON TRUST 13.0 $896.0 NEW $68.92 +5.1%
34 KR KROGER CO Consumer Defensive 14.0 $782.0 NEW $55.86 +3.7%
35 LBRDA LIBERTY BROADBAND CORP 23.0 $766.0 NEW $33.30
36 MTUM ISHARES TR 2.0 $688.0 NEW $344.00 -13.8%
37 EMGF ISHARES INC 8.0 $587.0 NEW $73.38 -1.9%
38 VSNT VERSANT MEDIA GROUP INC Industrials 14.0 $518.0 NEW $37.00 +8.9%
39 QUAL ISHARES TR 2.0 $441.0 NEW $220.50 +0.2%
40 FNDE SCHWAB STRATEGIC TR 10.0 $399.0 NEW $39.90 +6.3%
Page 2 of 3  ·  44 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%