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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 9 of 22  ·  429 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MBB ISHARES TR 48.0 $5K 0.00% NEW $95.56 -1.2%
162 KBWB INVESCO EXCH TRADED FD TR II 53.0 $4K 0.00% NEW $84.30 +2.7%
163 MU MICRON TECHNOLOGY INC Technology 15.0 $4K 0.00% NEW $285.47 +225.2%
164 NEBIUS GROUP N.V. 51.0 $4K 0.00% NEW $83.71
165 VIA VIA TRANSN INC Technology 139.0 $4K 0.00% NEW $29.01 -50.6%
166 TKO TKO GROUP HOLDINGS INC Communication Services 19.0 $4K 0.00% NEW $209.00 -10.2%
167 FTAI AVIATION LTD 20.0 $4K 0.00% NEW $196.85
168 RDDT REDDIT INC Communication Services 17.0 $4K 0.00% NEW $229.88 -32.9%
169 BBB FOODS INC 117.0 $4K 0.00% NEW $33.39
170 EQT EQT CORP Energy 72.0 $4K 0.00% NEW $53.47 +3.2%
171 WBD WARNER BROS DISCOVERY INC Communication Services 133.0 $4K 0.00% NEW $28.83 -6.3%
172 NYT NEW YORK TIMES CO Communication Services 54.0 $4K 0.00% NEW $69.43 +7.7%
173 MS MORGAN STANLEY Financial Services 21.0 $4K 0.00% NEW $177.57 +13.5%
174 SN SHARKNINJA INC Consumer Cyclical 33.0 $4K 0.00% NEW $111.91 +4.5%
175 MCHP MICROCHIP TECHNOLOGY INC. Technology 57.0 $4K 0.00% NEW $63.74 +52.0%
176 HNGE HINGE HEALTH INC Healthcare 77.0 $4K 0.00% NEW $46.45 +15.3%
177 ICUI ICU MED INC Healthcare 25.0 $4K 0.00% NEW $142.68 -3.0%
178 SITM SITIME CORP Technology 10.0 $4K 0.00% NEW $353.20 +105.6%
179 PPL PPL CORP Utilities 100.0 $4K 0.00% NEW $35.02 +2.3%
180 PRLB PROTO LABS INC Industrials 69.0 $3K 0.00% NEW $50.59 +47.0%
Page 9 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%