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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 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AGI ALAMOS GOLD INC Basic Materials 200.0 $6K 0.00% NEW $30.40 +19.3%
122 GOOGL ALPHABET INC Communication Services 17.0 $6K 0.00% -31.0 -64.6% $357.41 -6.4%
123 ZS ZSCALER INC Technology 43.0 $6K 0.00% $141.16 +23.3%
124 GS GOLDMAN SACHS GROUP INC Financial Services 6.0 $6K 0.00% $1011.50 -0.4%
125 MBB ISHARES TR 58.0 $6K 0.00% +10.0 +20.8% $95.10 -2.8%
126 COF CAPITAL ONE FINL CORP Financial Services 26.0 $5K 0.00% NEW $202.31 +6.5%
127 PINS PINTEREST INC Communication Services 240.0 $5K 0.00% $21.03 +1.0%
128 NOW SERVICENOW INC Technology 50.0 $5K 0.00% -45.0 -47.4% $99.28 +41.0%
129 KBWB INVESCO EXCH TRADED FD TR II 53.0 $5K 0.00% $92.98 +2.7%
130 BWXT BWX TECHNOLOGIES INC Industrials 25.0 $5K 0.00% +23.0 +1150.0% $195.20 -18.6%
131 SPTL SPDR SERIES TRUST 183.0 $5K 0.00% $26.18 -4.3%
132 EXC EXELON CORP Utilities 102.0 $5K 0.00% NEW $46.52 -6.6%
133 HUBS HUBSPOT INC Technology 25.0 $5K 0.00% -14.0 -35.9% $182.52 +36.0%
134 XLI SELECT SECTOR SPDR TR 21.0 $4K 0.00% $185.24 -7.0%
135 SIRI SIRIUSXM HOLDINGS INC Communication Services 127.0 $4K 0.00% NEW $29.47 -0.8%
136 EQT EQT CORP Energy 70.0 $4K 0.00% -2.0 -2.8% $53.34 +3.8%
137 PPL PPL CORP Utilities 102.0 $4K 0.00% +2.0 +2.0% $36.19 -5.7%
138 LLY ELI LILLY & CO Healthcare 3.0 $4K 0.00% $1202.00 -1.2%
139 VGK VANGUARD INTL EQUITY INDEX F 40.0 $4K 0.00% $88.55 +2.7%
140 AEP AMERICAN ELEC PWR CO INC Utilities 25.0 $3K 0.00% NEW $138.84 -12.2%
Page 7 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%