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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 4 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY BRISTOL-MYERS SQUIBB CO Healthcare 799.0 $46K 0.02% +71.0 +9.8% $57.60 +16.5%
62 DDOG DATADOG INC Technology 175.0 $46K 0.02% -4.0 -2.2% $260.36 -18.0%
63 LRCX LAM RESEARCH CORP Technology 101.0 $44K 0.02% $434.74 -34.2%
64 MAR MARRIOTT INTL INC NEW Consumer Cyclical 104.0 $39K 0.02% $370.60 -9.3%
65 BLOCK INC 490.0 $37K 0.02% $76.00
66 VOO VANGUARD INDEX FDS 53.0 $37K 0.02% +33.0 +165.0% $691.62 +1.7%
67 PHM PULTE GROUP INC Consumer Cyclical 267.0 $37K 0.02% $137.05 -9.4%
68 NATWEST GROUP PLC 2,048.0 $36K 0.02% +78.0 +4.0% $17.63
69 ROIV ROIVANT SCIENCES LTD Healthcare 1,000.0 $35K 0.02% -40.0 -3.9% $35.39 -5.0%
70 ACN ACCENTURE PLC IRELAND Technology 275.0 $34K 0.02% -54.0 -16.4% $124.43 +50.1%
71 QQQ INVESCO QQQ TR Financial Services 45.0 $33K 0.02% -2.0 -4.3% $738.27 -4.2%
72 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 132.0 $33K 0.02% $249.98 -12.3%
73 T AT&T INC Communication Services 1,541.0 $32K 0.02% +515.0 +50.2% $20.71 +27.6%
74 SBUX STARBUCKS CORP Consumer Cyclical 298.0 $30K 0.01% +4.0 +1.4% $102.05 +4.8%
75 UNP UNION PAC CORP Industrials 110.0 $30K 0.01% +1.0 +0.9% $273.19 +6.6%
76 COIN COINBASE GLOBAL INC Financial Services 173.0 $25K 0.01% +108.0 +166.2% $146.19 +21.6%
77 CARR CARRIER GLOBAL CORPORATION Industrials 320.0 $23K 0.01% $73.35 -21.6%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 80.0 $22K 0.01% $281.21 -17.7%
79 SPACE EXPLORATION TECHN CORP 131.0 $22K 0.01% NEW $170.86
80 EXEL EXELIXIS INC Healthcare 400.0 $22K 0.01% $54.41 +4.3%
Page 4 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%