Rachor Investment Advisory Services, LLC
CIK
2008792
Location
Linden, MI
Portfolio Value
Small
$202,867,111
Diversification
Highly concentrated
Filing Date
Global Rank
#6,463
/ 8,794
▼ 643
· as of Jun 2026
Top Industry
Insurance - Diversified
23.2%
Period ended 3 months ago
Filed Jul 16, 2026 · 3mo
3 quarters · since Dec 2025
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
167 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
92.7%
−0.0 pts
Top 5
95.7%
+0.1 pts
Top 10
96.9%
+0.3 pts
HHI
8,599
Highly concentrated−5
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 93.1% | $188,858,483 |
| Financial Services | 2.9% | $5,793,728 |
| Technology | 1.8% | $3,637,609 |
| Industrials | 0.7% | $1,384,797 |
| Communication Services | 0.7% | $1,331,625 |
| Consumer Cyclical | 0.2% | $485,760 |
| Consumer Defensive | 0.2% | $400,018 |
| Healthcare | 0.2% | $389,453 |
| Basic Materials | 0.1% | $289,794 |
| Utilities | 0.1% | $281,790 |
| Energy | 0.0% | $9,963 |
| Real Estate | 0.0% | $4,091 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | +51,458 | 4,277,511 | $188,079,420 | |
| 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 | |
| VB | Vanguard Morningstar Small-Cap ETF | +14 | 53 | $36,400 | |
| 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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| ONEQ | Fidelity Nasdaq Composite Index ETF | −196 | 5,525 | $570,290 | |
| AMZN | Amazon Com Inc | −175 | 198 | $47,191 | |
| TSLA | Tesla, Inc. | −138 | 282 | $118,609 | |
| GOOGL | Alphabet Inc. | −64 | 3,090 | $1,091,858 | |
| MSFT | Microsoft Corp | −59 | 569 | $212,248 | |
| 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 | |
| FWONA | Liberty Media Corp | −24 | 25 | $2,378 | |
| 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 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −10 | 1,010 | $65,576 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
167 tracked positions ·
$202,867,111 total
· filing declares
203 positions · $203,076,457
· 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 167 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 4,277,511 | $188,079,420 | 92.71% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,441 | $3,223,011 | 1.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,090 | $1,091,858 | 0.54% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 15,533 | $885,070 | 0.44% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 44,211 | $783,861 | 0.39% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,000 | $580,910 | 0.29% | |
| ONEQ |
Fidelity Nasdaq Composite Index ETF
|
Reduced | 5,525 | $570,290 | 0.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,363 | $514,873 | 0.25% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,741 | $503,775 | 0.25% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,203 | $440,798 | 0.22% | |
| CMI |
Cummins Inc
Industrials
|
Added | 488 | $348,046 | 0.17% | |
| GE |
General Electric Co
Industrials
|
Reduced | 911 | $340,468 | 0.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 958 | $313,582 | 0.15% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 1,095 | $279,695 | 0.14% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 225 | $264,343 | 0.13% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 569 | $212,248 | 0.10% | |
| AXP |
American Express Co
Financial Services
|
Added | 606 | $204,979 | 0.10% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 600 | $204,612 | 0.10% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,224 | $179,377 | 0.09% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
Added | 825 | $172,713 | 0.09% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 1,384 | $162,564 | 0.08% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 160 | $149,675 | 0.07% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 1,659 | $145,610 | 0.07% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 261 | $134,049 | 0.07% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 282 | $118,609 | 0.06% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 867 | $117,391 | 0.06% | |
| BA |
Boeing Co
Industrials
|
Held | 540 | $116,893 | 0.06% | |
| ASML |
Asml Holding NV
Technology
|
Added | 54 | $107,429 | 0.05% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Reduced | 1,000 | $101,650 | 0.05% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 4,212 | $101,424 | 0.05% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 423 | $100,648 | 0.05% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 203 | $96,946 | 0.05% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 55 | $93,356 | 0.05% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 328 | $91,384 | 0.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 762 | $86,304 | 0.04% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 767 | $84,853 | 0.04% | |
| MGNI |
Magnite, Inc.
Communication Services
|
Held | 4,164 | $79,032 | 0.04% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 1,010 | $65,576 | 0.03% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 202 | $63,597 | 0.03% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 80 | $61,051 | 0.03% | |
| RTX |
RTX Corp
Industrials
|
Held | 320 | $60,713 | 0.03% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 145 | $60,266 | 0.03% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 3,938 | $54,738 | 0.03% | |
| INTC |
Intel Corp
Technology
|
Reduced | 374 | $52,221 | 0.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 198 | $47,191 | 0.02% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 505 | $46,505 | 0.02% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 799 | $46,038 | 0.02% | |
| DDOG |
Datadog, Inc.
Technology
|
Reduced | 175 | $45,563 | 0.02% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 101 | $43,766 | 0.02% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 104 | $38,541 | 0.02% |
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.