Rachor Investment Advisory Services, LLC
Filing Date
Global Rank
#8,025
/ 8,603
▲ 67
· as of Mar 2026
Top Industry
Insurance - Diversified
25.6%
3Y Alpha vs SPY
+2.7%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.9%
SPY
+10.0%
Annualised alpha
-0.3%
Max drawdown
−8.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
408 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.4%
+0.2 pts
Top 5
44.6%
−0.7 pts
Top 10
56.7%
−1.6 pts
HHI
807
Diversified−2
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 44.7% | $5,373,987 |
| Technology | 23.9% | $2,872,634 |
| Industrials | 9.8% | $1,178,842 |
| Consumer Cyclical | 5.3% | $640,128 |
| Healthcare | 4.4% | $523,258 |
| Consumer Defensive | 3.7% | $447,479 |
| Communication Services | 3.0% | $361,469 |
| Utilities | 2.5% | $298,189 |
| Basic Materials | 2.3% | $271,131 |
| Unclassified | 0.2% | $27,127 |
| Energy | 0.2% | $23,212 |
| Real Estate | 0.1% | $8,483 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +499 | 1,525 | $44,209 | |
| ASPN | Aspen Aerogels Inc | +487 | 1,177 | $4,025 | |
| CMCSA | Comcast Corp | +479 | 835 | $23,972 | |
| HBAN | Huntington Bancshares Inc /Md/ | +387 | 43,770 | $685,000 | |
| WBD | Warner Bros. Discovery, Inc. | +256 | 389 | $10,681 | |
| PL | Planet Labs PBC | +211 | 302 | $8,440 | |
| VZ | Verizon Communications Inc | +155 | 301 | $15,110 | |
| FRSH | Freshworks Inc. | +151 | 425 | $3,412 | |
| COIN | Coinbase Global, Inc. | +108 | 173 | $30,207 | |
| ENPH | Enphase Energy, Inc. | +107 | 110 | $4,159 | |
| ED | Consolidated Edison Inc | +101 | 767 | $86,809 | |
| TDUP | ThredUp Inc. | +92 | 250 | $820 | |
| BAC | Bank Of America Corp /De/ | +89 | 15,460 | $753,675 | |
| NU | Nu Holdings Ltd. | +83 | 1,224 | $17,588 | |
| SIBN | SI-BONE, Inc. | +77 | 135 | $1,705 | |
| ARX | Accelerant Holdings | +74 | 209 | $2,792 | |
| AEHR | Aehr Test Systems | +71 | 89 | $3,300 | |
| AMPL | Amplitude, Inc. | +70 | 201 | $1,370 | |
| BMY | Bristol Myers Squibb Co | +70 | 798 | $48,398 | |
| PFE | Pfizer Inc | +65 | 4,104 | $115,240 | |
| INTC | Intel Corp | +56 | 430 | $18,975 | |
| QDEL | QuidelOrtho Corp | +51 | 141 | $2,316 | |
| PEG | Public Service Enterprise Group Inc | +51 | 93 | $7,528 | |
| HOOD | Robinhood Markets, Inc. | +51 | 254 | $17,602 | |
| PCRX | Pacira BioSciences, Inc. | +40 | 120 | $2,712 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORLY | O Reilly Automotive Inc | −578 | 915 | $84,463 | |
| BETA | BETA Technologies, Inc. | −119 | 59 | $867 | |
| SPNT | SiriusPoint Ltd | −96 | 189 | $4,071 | |
| MSFT | Microsoft Corp | −95 | 628 | $232,466 | |
| FWRG | First Watch Restaurant Group, Inc. | −77 | 87 | $911 | |
| HDB | Hdfc Bank Ltd | −60 | 11 | $273 | |
| PRCH | Porch Group, Inc. | −58 | 455 | $3,262 | |
| BRCB | Black Rock Coffee Bar, Inc. | −53 | 98 | $1,266 | |
| VIA | Via Transportation, Inc. | −49 | 90 | $1,350 | |
| SHAK | Shake Shack Inc. | −47 | 55 | $4,865 | |
| QXO | QXO, Inc. | −44 | 316 | $6,136 | |
| WRBY | Warby Parker Inc. | −42 | 185 | $3,897 | |
| ROIV | Roivant Sciences Ltd. | −40 | 1,000 | $27,700 | |
| IBN | Icici Bank Ltd | −39 | 13 | $336 | |
| MDB | MongoDB, Inc. | −36 | 1 | $244 | |
| TPR | Tapestry, Inc. | −34 | 5 | $705 | |
| HZO | Marinemax Inc | −28 | 28 | $757 | |
| FND | Floor & Decor Holdings, Inc. | −24 | 1 | $50 | |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | −22 | 25 | $554 | |
| TOST | Toast, Inc. | −18 | 380 | $10,073 | |
| CSGP | Costar Group, Inc. | −17 | 12 | $484 | |
| EPD | Enterprise Products Partners L.P. | −17 | 70 | $2,648 | |
| APPF | Appfolio Inc | −16 | 9 | $1,420 | |
| EMBJ | Embraer S.A. | −15 | 108 | $6,408 | |
| UTI | Universal Technical Institute Inc | −15 | 17 | $613 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IPAR | Interparfums Inc | 140 | $12,717 | |
| KO | Coca Cola Co | 130 | $9,886 | |
| AGI | Alamos Gold Inc | 200 | $8,886 | |
| B | Barrick Mining Corp | 217 | $8,851 | |
| EXC | Exelon Corp | 101 | $4,951 | |
| COF | Capital One Financial Corp | 26 | $4,743 | |
| LASR | Nlight, Inc. | 63 | $3,592 | |
| AEP | American Electric Power Co Inc | 25 | $3,277 | |
| SIRI | Sirius Xm Holdings Inc. | 126 | $2,908 | |
| SO | Southern Co | 30 | $2,895 | |
| ES | Eversource Energy | 40 | $2,771 | |
| HUT | Hut 8 Corp. | 53 | $2,486 | |
| LOB | Live Oak Bancshares, Inc. | 65 | $2,149 | |
| KRMN | Karman Holdings Inc. | 26 | $2,081 | |
| KRYS | Krystal Biotech, Inc. | 8 | $2,066 | |
| LBRDA | Liberty Broadband Corp | 23 | $1,155 | |
| EXPE | Expedia Group, Inc. | 5 | $1,154 | |
| LLYVA | Liberty Live Holdings, Inc. | 12 | $1,099 | |
| ALNT | Allient Inc | 16 | $945 | |
| MDA | MDA Space Ltd. | 36 | $911 | |
| GMTL | Guardian Metal Resources PLC | 50 | $874 | |
| VCYT | Veracyte, Inc. | 26 | $837 | |
| CTMX | CytomX Therapeutics, Inc. | 175 | $822 | |
| JHX | James Hardie Industries plc | 41 | $776 | |
| FNV | FRANCO NEVADA Corp | 3 | $741 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXAS | EXACT SCIENCES CORP | 153 | $15,538 | |
| U | Unity Software Inc. | 220 | $9,717 | |
| BSX | Boston Scientific Corp | 73 | $6,960 | |
| GRAL | GRAIL, Inc. | 61 | $5,220 | |
| AL | SUMISHO AIR LEASE CORP | 35 | $2,248 | |
| BNTX | BioNTech SE | 21 | $1,999 | |
| SNOW | Snowflake Inc. | 8 | $1,754 | |
| TWLO | Twilio Inc | 12 | $1,706 | |
| NN | Nextnav Inc. | 92 | $1,530 | |
| RACE | Ferrari N.V. | 3 | $1,108 | |
| GTLS | Chart Industries Inc | 5 | $1,031 | |
| KLAR | Klarna Group plc | 31 | $896 | |
| PYPL | PayPal Holdings, Inc. | 14 | $817 | |
| DVS | DOLLY VARDEN SILVER CORP | 154 | $679 | |
| LEU | Centrus Energy Corp | 2 | $485 | |
| GDRX | GoodRx Holdings, Inc. | 172 | $466 | |
| TGTX | Tg Therapeutics, Inc. | 15 | $447 | |
| NB | Niocorp Developments Ltd | 68 | $360 | |
| NTSK | Netskope Inc | 20 | $350 | |
| CWAN | Clearwater Analytics Holdings, Inc. | 14 | $337 | |
| IONS | Ionis Pharmaceuticals Inc | 4 | $316 | |
| ABVX | Abivax S.A. | 2 | $269 | |
| WING | Wingstop Inc. | 1 | $238 | |
| PCOR | Procore Technologies, Inc. | 3 | $218 | |
| LEN | Lennar Corp /New/ | 2 | $205 | |
| No positions match the current search. | ||||
408 positions ·
$12,025,939 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 408 positions by value
· page 1 of 9
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,377 | $3,055,858 | 25.41% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 15,460 | $753,675 | 6.27% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 43,770 | $685,000 | 5.70% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,750 | $444,132 | 3.69% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,361 | $421,243 | 3.50% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,405 | $419,432 | 3.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 959 | $282,099 | 2.35% | |
| GE |
General Electric Co
Industrials
|
Added | 925 | $262,487 | 2.18% | |
| CMI |
Cummins Inc
Industrials
|
Added | 487 | $262,015 | 2.18% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 628 | $232,466 | 1.93% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,000 | $203,430 | 1.69% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 226 | $197,275 | 1.64% | |
| AXP |
American Express Co
Financial Services
|
Added | 604 | $182,697 | 1.52% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,221 | $179,621 | 1.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 163 | $162,418 | 1.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 420 | $156,135 | 1.30% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 1,659 | $154,087 | 1.28% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 1,131 | $153,782 | 1.28% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
Added | 823 | $141,243 | 1.17% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 865 | $134,325 | 1.12% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 267 | $133,409 | 1.11% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 4,104 | $115,240 | 0.96% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 64 | $110,657 | 0.92% | |
| BA |
Boeing Co
Industrials
|
Held | 540 | $107,476 | 0.89% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 1,377 | $106,841 | 0.89% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 782 | $97,186 | 0.81% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 600 | $96,192 | 0.80% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 421 | $87,290 | 0.73% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 327 | $86,988 | 0.72% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 767 | $86,809 | 0.72% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 915 | $84,463 | 0.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 373 | $77,684 | 0.65% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 763 | $73,362 | 0.61% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 214 | $72,321 | 0.60% | |
| ASML |
Asml Holding NV
Technology
|
Held | 53 | $70,003 | 0.58% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 201 | $66,046 | 0.55% | |
| ACN |
Accenture plc
Technology
|
Added | 332 | $65,832 | 0.55% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Added | 1,023 | $65,697 | 0.55% | |
| RTX |
RTX Corp
Industrials
|
Held | 320 | $61,728 | 0.51% | |
| MGNI |
Magnite, Inc.
Communication Services
|
Held | 4,164 | $49,468 | 0.41% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 798 | $48,398 | 0.40% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 3,911 | $45,132 | 0.38% | |
| T |
At&T Inc.
Communication Services
|
Added | 1,525 | $44,209 | 0.37% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 337 | $39,974 | 0.33% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 147 | $39,776 | 0.33% | |
| NET |
Cloudflare, Inc.
Technology
|
Reduced | 170 | $35,077 | 0.29% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 104 | $34,015 | 0.28% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Held | 266 | $31,284 | 0.26% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 173 | $30,207 | 0.25% | |
| XYZ |
Block, Inc.
Technology
|
Held | 490 | $29,488 | 0.25% |