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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 3 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DISV DIMENSIONAL ETF TRUST 2,783.0 $112K 0.06% NEW $40.13 +10.2%
42 ASML ASML HLDG NV Technology 54.0 $107K 0.05% +1.0 +1.9% $1972.52 -15.6%
43 RKLB ROCKET LAB CORP Industrials 1,000.0 $102K 0.05% -21.0 -2.1% $101.65 -38.5%
44 PFE PFIZER INC Healthcare 4,212.0 $101K 0.05% +173.0 +4.3% $24.08 +18.6%
45 ALL ALLSTATE CORP Financial Services 423.0 $101K 0.05% +19.0 +4.7% $237.94 +8.4%
46 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 203.0 $97K 0.05% -6.0 -2.9% $477.80 -13.4%
47 MELI MERCADOLIBRE INC Consumer Cyclical 55.0 $93K 0.05% -7.0 -11.3% $1697.40 +15.7%
48 ECL ECOLAB INC Basic Materials 328.0 $91K 0.04% $278.88 +0.5%
49 WMT WALMART INC Consumer Defensive 762.0 $86K 0.04% -20.0 -2.6% $113.26 -6.5%
50 ED CONSOLIDATED EDISON INC Utilities 767.0 $85K 0.04% +101.0 +15.2% $110.69 -2.7%
51 JNUG DIREXION SHARES ETF TRUST 665.0 $80K 0.04% $120.72 +45.8%
52 MGNI MAGNITE INC Communication Services 4,164.0 $79K 0.04% $18.98 +20.6%
53 SYK STRYKER CORPORATION Healthcare 202.0 $64K 0.03% $314.74 +0.8%
54 CRWD CROWDSTRIKE HLDGS INC Technology 80.0 $61K 0.03% -5.0 -5.9% $190.79 +12.7%
55 RTX RTX CORPORATION Industrials 320.0 $61K 0.03% $189.73 +8.1%
56 UNH UNITEDHEALTH GROUP INC Healthcare 145.0 $60K 0.03% -1.0 -0.7% $415.12 -4.5%
57 F FORD MTR CO Consumer Cyclical 3,938.0 $55K 0.03% +61.0 +1.6% $13.90 -0.5%
58 INTC INTEL CORP Technology 374.0 $52K 0.03% $139.63 -36.3%
59 AMZN AMAZON COM INC Consumer Cyclical 198.0 $47K 0.02% -168.0 -45.9% $238.34 +7.0%
60 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 505.0 $47K 0.02% -988.0 -66.2% $92.09 -4.5%
Page 3 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%