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Portfolio (Quarterly) Guide ↗

Rachor Investment Advisory Services, LLC

· CIK 0002008792
13F Portfolio $188M AUM 429 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 429 New
Page 21 of 22  ·  429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NUAI NEW ERA ENERGY & DIGITAL INC Energy 58.0 $170.0 NEW $2.93 +45.3%
402 CC CHEMOURS CO Basic Materials 14.0 $167.0 NEW $11.93 +87.7%
403 VRT VERTIV HOLDINGS CO Industrials 1.0 $163.0 NEW $163.00 +89.8%
404 CRCL CIRCLE INTERNET GROUP INC Financial Services 2.0 $159.0 NEW $79.50 +26.6%
405 ACMR ACM RESH INC Technology 4.0 $158.0 NEW $39.50 +123.5%
406 BYRN BYRNA TECHNOLOGIES INC Industrials 9.0 $152.0 NEW $16.89 -62.0%
407 GSHD GOOSEHEAD INS INC Financial Services 2.0 $148.0 NEW $74.00 -49.7%
408 KNF KNIFE RIVER CORP Basic Materials 2.0 $141.0 NEW $70.50 +9.4%
409 AGRO ADECOAGRO S A Consumer Defensive 17.0 $135.0 NEW $7.94 +61.1%
410 WSC WILLSCOT HLDGS CORP Industrials 7.0 $132.0 NEW $18.86 +34.3%
411 GTES GATES INDL CORP PLC Industrials 6.0 $129.0 NEW $21.50 +16.2%
412 ASAN ASANA INC Technology 9.0 $124.0 NEW $13.78 -50.2%
413 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 7.0 $114.0 NEW $16.29 -11.5%
414 TE T1 ENERGY INC Industrials 17.0 $114.0 NEW $6.71 +62.1%
415 BIL SPDR SERIES TRUST 1.0 $107.0 NEW $107.00 -14.4%
416 IRIDIUM COMMUNICATIONS INC 6.0 $105.0 NEW $17.50
417 PAAS PAN AMERN SILVER CORP Basic Materials 2.0 $104.0 NEW $52.00 +1.5%
418 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 17.0 $98.0 NEW $5.76 +67.7%
419 ENPH ENPHASE ENERGY INC Energy 3.0 $97.0 NEW $32.33 +116.9%
420 VRA VERA BRADLEY INC Consumer Cyclical 35.0 $85.0 NEW $2.43 +40.6%
Page 21 of 22  ·  429 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 30.8%
Financial Services 24.1%
Communication Services 12.1%
Industrials 10.5%
Consumer Cyclical 7.1%
Healthcare 5.1%
Consumer Defensive 3.6%
Utilities 3.6%
Energy 1.9%
Basic Materials 1.0%