Rachor Investment Advisory Services, LLC

CIK

2008792

Location

Linden, MI

Portfolio Value

Micro $12,898,510

Diversification

Diversified

Filing Date

Global Rank

#7,993 / 8,517 ▲ 327

Top Industry

Insurance - Diversified 25.2%

3Y Alpha vs SPY

+4.7%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+15.0%

SPY

+13.9%

Annualised alpha

+2.5%

Max drawdown

−8.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

151 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.0%

+1.9 pts

Top 5

46.4%

+2.2 pts

Top 10

61.5%

+4.8 pts

HHI

828

Diversified+109

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	44.9%	$5,789,130	20
Technology	27.8%	$3,591,820	29
Industrials	10.7%	$1,384,797	17
Consumer Cyclical	3.8%	$485,760	14
Consumer Defensive	3.1%	$400,018	9
Healthcare	3.0%	$389,453	14
Basic Materials	2.2%	$289,794	13
Utilities	2.2%	$281,790	11
Communication Services	1.9%	$238,756	16
Unclassified	0.3%	$33,138	1
Energy	0.1%	$9,963	4
Real Estate	0.0%	$4,091	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	+441	44,211	$783,861
PFE	Pfizer Inc	+108	4,212	$101,424
NWG	NatWest Group plc	+78	2,048	$36,106
BAC	Bank Of America Corp /De/	+73	15,533	$885,070
BRK-B	Berkshire Hathaway Inc	+64	6,441	$3,223,011
F	Ford Motor Co	+27	3,938	$54,738
T	At&T Inc.	+16	1,541	$31,898
CSCO	Cisco Systems, Inc.	+7	1,384	$162,564
VZ	Verizon Communications Inc	+5	306	$12,956
VTRS	Viatris Inc	+4	489	$7,765
ORCL	Oracle Corp	+3	1,224	$179,377
ALL	Allstate Corp	+2	423	$100,648
AXP	American Express Co	+2	606	$204,979
AVGO	Broadcom Inc.	+2	1,363	$514,873
PEP	Pepsico Inc	+2	867	$117,391
SSD	Simpson Manufacturing Co., Inc.	+2	825	$172,713
SBUX	Starbucks Corp	+2	298	$30,452
ES	Eversource Energy	+1	41	$2,963
JEF	Jefferies Financial Group Inc.	+1	14	$699
ECL	Ecolab Inc.	+1	328	$91,384
CMI	Cummins Inc	+1	488	$348,046
LYB	LyondellBasell Industries N.V.	+1	62	$3,264
ITW	Illinois Tool Works Inc	+1	70	$18,932
KO	Coca Cola Co	+1	131	$10,646
EXC	Exelon Corp	+1	102	$4,755
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−3,137	17	$6,075
NFLX	Netflix Inc	−463	300	$21,420
ORLY	O Reilly Automotive Inc	−410	505	$46,505
CMCSA	Comcast Corp	−324	511	$12,545
SHOP	Shopify Inc.	−277	60	$6,850
NU	Nu Holdings Ltd.	−224	1,000	$13,360
NVDA	Nvidia Corp	−202	2,203	$440,798
AMZN	Amazon Com Inc	−175	198	$47,191
TSLA	Tesla, Inc.	−138	282	$118,609
MSFT	Microsoft Corp	−59	569	$212,248
LBRDA	Liberty Broadband Corp	−59	23	$765
ACN	Accenture plc	−57	275	$34,221
INTC	Intel Corp	−56	374	$52,221
NOW	ServiceNow, Inc.	−47	50	$4,964
GLW	Corning Inc /Ny	−36	1,095	$279,695
META	Meta Platforms, Inc.	−31	5	$2,816
LLYVA	Liberty Live Holdings, Inc.	−26	12	$1,215
RKLB	Rocket Lab Corp	−23	1,000	$101,650
DD	DuPont de Nemours, Inc.	−20	10	$1,356
WMT	Walmart Inc.	−20	762	$86,304
HUBS	Hubspot Inc	−14	25	$4,562
GE	General Electric Co	−14	911	$340,468
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−11	203	$96,946
CDE	Coeur Mining, Inc.	−10	1	$16
MELI	Mercadolibre Inc	−9	55	$93,356
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	131	$22,382
BBY	Best Buy Co Inc	16	$1,214
CXW	CoreCivic, Inc.	38	$1,154
KR	Kroger Co	14	$777
TRV	Travelers Companies, Inc.	1	$330
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	1,565	$265,517
NET	Cloudflare, Inc.	170	$35,077
RGEN	Repligen Corp	200	$23,564
ANET	Arista Networks, Inc.	188	$23,082
PLTR	Palantir Technologies Inc.	121	$17,699
HOOD	Robinhood Markets, Inc.	254	$17,602
ALNY	Alnylam Pharmaceuticals, Inc.	50	$16,543
ECHO	EchoStar CORP	134	$15,687
NTRA	Natera, Inc.	76	$15,199
QRVO	Qorvo, Inc.	150	$11,610
TOST	Toast, Inc.	380	$10,073
PWR	Quanta Services, Inc.	18	$9,882
ARM	Arm Holdings PLC /Uk	61	$9,228
CDNA	CareDx, Inc.	512	$8,888
CARG	CarGurus, Inc.	249	$8,478
PL	Planet Labs PBC	302	$8,440
GNRC	Generac Holdings Inc.	43	$8,399
TTD	Trade Desk, Inc.	300	$6,807
SPOT	Spotify Technology S.A.	14	$6,788
MITK	Mitek Systems Inc	500	$6,750
FIGR	Figure Technology Solutions, Inc.	198	$6,722
KMX	Carmax Inc	156	$6,486
EMBJ	Embraer S.A.	108	$6,408
ARQT	Arcutis Biotherapeutics, Inc.	269	$6,337
QXO	QXO, Inc.	316	$6,136
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

151 tracked positions · $12,898,510 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 151 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,441	+64	$3,223,011	+5.5%	24.99%
BAC	Bank Of America Corp /De/ Financial Services	Added	15,533	+73	$885,070	+17.4%	6.86%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	44,211	+441	$783,861	+14.4%	6.08%
AMD	Advanced Micro Devices Inc Technology	Held	1,000	0	$580,910	+185.6%	4.50%
AVGO	Broadcom Inc. Technology	Added	1,363	+2	$514,873	+22.2%	3.99%
AAPL	Apple Inc. Technology	Reduced	1,741	-9	$503,775	+13.4%	3.91%
NVDA	Nvidia Corp Technology	Reduced	2,203	-202	$440,798	+5.1%	3.42%
CMI	Cummins Inc Industrials	Added	488	+1	$348,046	+32.8%	2.70%
GE	General Electric Co Industrials	Reduced	911	-14	$340,468	+29.7%	2.64%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	958	-1	$313,582	+11.2%	2.43%
GLW	Corning Inc /Ny Technology	Reduced	1,095	-36	$279,695	+81.9%	2.17%
GEV	GE Vernova Inc. Industrials	Reduced	225	-1	$264,343	+34.0%	2.05%
MSFT	Microsoft Corp Technology	Reduced	569	-59	$212,248	−8.7%	1.65%
AXP	American Express Co Financial Services	Added	606	+2	$204,979	+12.2%	1.59%
PANW	Palo Alto Networks Inc Technology	Held	600	0	$204,612	+112.7%	1.59%
ORCL	Oracle Corp Technology	Added	1,224	+3	$179,377	−0.1%	1.39%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Added	825	+2	$172,713	+22.3%	1.34%
CSCO	Cisco Systems, Inc. Technology	Added	1,384	+7	$162,564	+52.2%	1.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	160	-3	$149,675	−7.8%	1.16%
NEE	Nextera Energy Inc Utilities	Held	1,659	0	$145,610	−5.5%	1.13%
MA	Mastercard Inc Financial Services	Reduced	261	-6	$134,049	+0.5%	1.04%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	282	-138	$118,609	−24.0%	0.92%
PEP	Pepsico Inc Consumer Defensive	Added	867	+2	$117,391	−12.6%	0.91%
BA	Boeing Co Industrials	Held	540	0	$116,893	+8.8%	0.91%
ASML	Asml Holding NV Technology	Added	54	+1	$107,429	+53.5%	0.83%
RKLB	Rocket Lab Corp Industrials	Reduced	1,000	-23	$101,650	+54.7%	0.79%
PFE	Pfizer Inc Healthcare	Added	4,212	+108	$101,424	−12.0%	0.79%
ALL	Allstate Corp Financial Services	Added	423	+2	$100,648	+15.3%	0.78%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	203	-11	$96,946	+34.0%	0.75%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	55	-9	$93,356	−15.6%	0.72%
ECL	Ecolab Inc. Basic Materials	Added	328	+1	$91,384	+5.1%	0.71%
WMT	Walmart Inc. Consumer Defensive	Reduced	762	-20	$86,304	−11.2%	0.67%
ED	Consolidated Edison Inc Utilities	Held	767	0	$84,853	−2.3%	0.66%
MGNI	Magnite, Inc. Communication Services	Held	4,164	0	$79,032	+59.8%	0.61%
SYK	Stryker Corp Healthcare	Added	202	+1	$63,597	−3.7%	0.49%
RTX	RTX Corp Industrials	Held	320	0	$60,713	−1.6%	0.47%
UNH	Unitedhealth Group Inc Healthcare	Reduced	145	-2	$60,266	+51.5%	0.47%
F	Ford Motor Co Consumer Cyclical	Added	3,938	+27	$54,738	+21.3%	0.42%
INTC	Intel Corp Technology	Reduced	374	-56	$52,221	+175.2%	0.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	198	-175	$47,191	−39.3%	0.37%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	505	-410	$46,505	−44.9%	0.36%
BMY	Bristol Myers Squibb Co Healthcare	Added	799	+1	$46,038	−4.9%	0.36%
DDOG	Datadog, Inc. Technology	Reduced	175	-8	$45,563	+110.9%	0.35%
LRCX	Lam Research Corp Technology	Held	101	0	$43,766	+102.8%	0.34%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	104	0	$38,541	+13.3%	0.30%
XYZ	Block, Inc. Technology	Held	490	0	$37,240	+26.3%	0.29%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	267	+1	$36,635	+17.1%	0.28%
NWG	NatWest Group plc Financial Services	Added	2,048	+78	$36,106	+23.0%	0.28%
ROIV	Roivant Sciences Ltd. Healthcare	Held	1,000	0	$35,390	+27.8%	0.27%
ACN	Accenture plc Technology	Reduced	275	-57	$34,221	−48.0%	0.27%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.