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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 11 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VTS VITESSE ENERGY INC Energy 2.0 $30.0 $15.00 +17.6%
202 CDE COEUR MNG INC Basic Materials 1.0 $17.0 -10.0 -90.9% $17.00 +18.8%
203 TRV TRAVELERS COMPANIES INC Financial Services 1.0 $1.0 NEW $1.00 +36292.0%
Page 11 of 11  ·  203 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%