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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FQAL FIDELITY COVINGTON TRUST 42.0 $3K 0.00% NEW $81.38 +3.2%
142 VGIT VANGUARD SCOTTSDALE FDS 56.0 $3K 0.00% +2.0 +3.7% $59.21 -2.3%
143 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 62.0 $3K 0.00% +2.0 +3.3% $52.26 +24.7%
144 DTM DT MIDSTREAM INC Energy 22.0 $3K 0.00% +11.0 +100.0% $144.50 -10.0%
145 CVX CHEVRON CORPORATION Energy 18.0 $3K 0.00% $165.11 +27.8%
146 ES EVERSOURCE ENERGY Utilities 41.0 $3K 0.00% NEW $72.10 -2.2%
147 SO SOUTHERN CO Utilities 30.0 $3K 0.00% NEW $97.27 -9.4%
148 RY ROYAL BK CDA Financial Services 14.0 $3K 0.00% $207.00 -1.7%
149 META META PLATFORMS INC Communication Services 5.0 $3K 0.00% -31.0 -86.1% $563.40 +2.7%
150 LIBERTY LIVE HOLDINGS INC 26.0 $3K 0.00% NEW $105.65
151 RIO RIO TINTO PLC Basic Materials 28.0 $3K 0.00% $94.96 +7.3%
152 CTVA CORTEVA INC Basic Materials 30.0 $3K 0.00% $85.33 +2.8%
153 Q QNITY ELECTRONICS INC Technology 15.0 $2K 0.00% $163.67 -29.4%
154 V VISA INC Financial Services 7.0 $2K 0.00% $343.14 +8.6%
155 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 28.0 $2K 0.00% $85.43 +0.7%
156 LIBERTY MEDIA CORP DEL 25.0 $2K 0.00% +1.0 +4.2% $95.16
157 RYN RAYONIER INC Real Estate 111.0 $2K 0.00% $21.29 -2.2%
158 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 34.0 $2K 0.00% $63.26 +11.3%
159 PM PHILIP MORRIS INTL INC Consumer Defensive 12.0 $2K 0.00% +1.0 +9.1% $175.25 +6.8%
160 SONY SONY GROUP CORP Technology 100.0 $2K 0.00% $20.06 +23.7%
Page 8 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%