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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
Q2 2026 Q4 2025 · All 429 New
Page 5 of 22  ·  429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VCIT VANGUARD SCOTTSDALE FDS 246.0 $21K 0.01% NEW $83.74 -4.0%
82 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 51.0 $20K 0.01% NEW $397.67 -38.1%
83 NU NU HLDGS LTD Financial Services 1,141.0 $19K 0.01% NEW $16.74 -13.6%
84 NTRA NATERA INC Healthcare 79.0 $18K 0.01% NEW $229.10 +40.0%
85 EXEL EXELIXIS INC Healthcare 400.0 $18K 0.01% NEW $43.83 +29.8%
86 ITT ITT INC Industrials 100.0 $17K 0.01% NEW $173.51 +12.0%
87 LRCX LAM RESEARCH CORP Technology 101.0 $17K 0.01% NEW $171.33 +69.4%
88 ITW ILLINOIS TOOL WKS INC Industrials 69.0 $17K 0.01% NEW $245.46 +9.9%
89 CARR CARRIER GLOBAL CORPORATION Industrials 320.0 $17K 0.01% NEW $52.84 +8.3%
90 NEWSMAX INC 2,030.0 $16K 0.01% NEW $7.73
91 HUBS HUBSPOT INC Technology 39.0 $16K 0.01% NEW $401.31 -37.4%
92 VEEV VEEVA SYS INC Healthcare 70.0 $16K 0.01% NEW $223.24 +25.1%
93 EXACT SCIENCES CORP 153.0 $16K 0.01% NEW $101.56
94 MDB MONGODB INC Technology 37.0 $16K 0.01% NEW $419.70 +3.5%
95 ALV AUTOLIV INC Consumer Cyclical 128.0 $15K 0.01% NEW $118.84 +0.3%
96 GOOGL ALPHABET INC Communication Services 48.0 $15K 0.01% NEW $313.00 +7.0%
97 COIN COINBASE GLOBAL INC Financial Services 65.0 $15K 0.01% NEW $226.15 -21.8%
98 NOW SERVICENOW INC Technology 95.0 $15K 0.01% NEW $153.20 -6.7%
99 TOST TOAST INC Technology 398.0 $14K 0.01% NEW $35.51 -5.4%
100 OTIS OTIS WORLDWIDE CORP Industrials 160.0 $14K 0.01% NEW $87.35 -19.2%
Page 5 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 34.0%
Financial Services 26.6%
Industrials 11.6%
Consumer Cyclical 7.8%
Healthcare 5.6%
Consumer Defensive 4.0%
Utilities 3.9%
Communication Services 3.2%
Energy 2.1%
Basic Materials 1.1%