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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 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DDOG DATADOG INC Technology 175.0 $46K 0.02% -4.0 -2.2% $260.36 -14.0%
22 ROIV ROIVANT SCIENCES LTD Healthcare 1,000.0 $35K 0.02% -40.0 -3.9% $35.39 -2.5%
23 ACN ACCENTURE PLC IRELAND Technology 275.0 $34K 0.02% -54.0 -16.4% $124.43 +51.2%
24 QQQ INVESCO QQQ TR Financial Services 45.0 $33K 0.02% -2.0 -4.3% $738.27 -4.1%
25 NFLX NETFLIX INC. Communication Services 300.0 $21K 0.01% -475.0 -61.3% $71.40 +13.2%
26 NU NU HLDGS LTD Financial Services 1,000.0 $13K 0.01% -141.0 -12.4% $13.36 +8.2%
27 SHOP SHOPIFY INC Technology 60.0 $7K 0.00% -269.0 -81.8% $114.18 +22.5%
28 GOOGL ALPHABET INC Communication Services 17.0 $6K 0.00% -31.0 -64.6% $357.41 -6.3%
29 NOW SERVICENOW INC Technology 50.0 $5K 0.00% -45.0 -47.4% $99.28 +43.9%
30 HUBS HUBSPOT INC Technology 25.0 $5K 0.00% -14.0 -35.9% $182.52 +37.6%
31 EQT EQT CORP Energy 70.0 $4K 0.00% -2.0 -2.8% $53.34 +4.2%
32 META META PLATFORMS INC Communication Services 5.0 $3K 0.00% -31.0 -86.1% $563.40 +2.7%
33 CRM SALESFORCE INC Technology 12.0 $2K 0.00% -6.0 -33.3% $159.00 +62.3%
34 DFAE DIMENSIONAL ETF TRUST 22.0 $894.0 -1.0 -4.3% $40.64 -2.6%
35 CDE COEUR MNG INC Basic Materials 1.0 $17.0 -10.0 -90.9% $17.00 +18.8%
Page 2 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%