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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 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 917,098.0 $40.7M 20.03% -15K -1.6% $44.36 +1.6%
2 DFIC DIMENSIONAL ETF TRUST 827,571.0 $30.8M 15.18% -18K -2.1% $37.26 +4.3%
3 DFEM DIMENSIONAL ETF TRUST 332,820.0 $13.5M 6.66% -51K -13.2% $40.64 -1.4%
4 GOOG ALPHABET INC 3,073.0 $1.1M 0.54% -29.0 -0.9% $353.30
5 ONEQ FIDELITY COMWLTH TR 5,525.0 $570K 0.28% -74.0 -1.3% $103.22 -0.4%
6 NVDA NVIDIA CORPORATION Technology 2,203.0 $441K 0.22% -208.0 -8.6% $200.09 +8.7%
7 GE GE AEROSPACE Industrials 911.0 $340K 0.17% -11.0 -1.2% $373.66 -11.4%
8 GLW CORNING INC Technology 1,095.0 $280K 0.14% -13.0 -1.2% $255.49 -43.0%
9 MSFT MICROSOFT CORP Technology 569.0 $212K 0.10% -154.0 -21.3% $372.70 +34.4%
10 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 160.0 $150K 0.07% -3.0 -1.8% $938.26 +0.2%
11 MA MASTERCARD INCORPORATED Financial Services 261.0 $134K 0.07% -6.0 -2.2% $513.53 +13.2%
12 TSLA TESLA INC Consumer Cyclical 282.0 $119K 0.06% -98.0 -25.8% $420.60 -15.3%
13 RKLB ROCKET LAB CORP Industrials 1,000.0 $102K 0.05% -21.0 -2.1% $101.65 -38.5%
14 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 203.0 $97K 0.05% -6.0 -2.9% $477.80 -13.4%
15 MELI MERCADOLIBRE INC Consumer Cyclical 55.0 $93K 0.05% -7.0 -11.3% $1697.40 +15.7%
16 WMT WALMART INC Consumer Defensive 762.0 $86K 0.04% -20.0 -2.6% $113.26 -6.5%
17 CRWD CROWDSTRIKE HLDGS INC Technology 80.0 $61K 0.03% -5.0 -5.9% $190.79 +12.7%
18 UNH UNITEDHEALTH GROUP INC Healthcare 145.0 $60K 0.03% -1.0 -0.7% $415.12 -4.5%
19 AMZN AMAZON COM INC Consumer Cyclical 198.0 $47K 0.02% -168.0 -45.9% $238.34 +7.0%
20 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 505.0 $47K 0.02% -988.0 -66.2% $92.09 -4.5%
Page 1 of 2  ·  35 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%