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RIAS

Rachor Investment Advisory Services Portfolio holdings

AUM $203M
This Fund
S&P 500
This Quarter Est. Return
+6.92%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$12.8M
Cap. Flow
+$1.27M
Cap. Flow %
0.63%
Top 10 Hldgs %
94.38%
Holding
469
New
5
Increased
50
Reduced
40
Closed
266

Sector Composition

Rank Sector Weight
1 Financials 2.85%
2 Technology 1.79%
3 Industrials 0.68%
4 Communication Services 0.66%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OSUR icon
351
OraSure Technologies
OSUR
$275M
-630
Closed -$1.89K
PAAS icon
352
Pan American Silver
PAAS
$20.2B
-2
Closed -$110
PCRX icon
353
Pacira BioSciences
PCRX
$1.02B
-120
Closed -$2.71K
PCT icon
354
PureCycle Technologies
PCT
$1.38B
-7
Closed -$37
PCVX icon
355
Vaxcyte
PCVX
$8.5B
-4
Closed -$233
PHAT icon
356
Phathom Pharmaceuticals
PHAT
$679M
-25
Closed -$278
PI icon
357
Impinj
PI
$5.25B
-20
Closed -$2.05K
PL icon
358
Planet Labs
PL
$8.1B
-302
Closed -$8.44K
PLTR icon
359
Palantir
PLTR
$375B
-121
Closed -$17.7K
POOL icon
360
Pool Corp
POOL
$7.31B
-8
Closed -$1.62K
POWL icon
361
Powell Industries
POWL
$7.55B
-3
Closed -$542
PRCH icon
362
Porch Group
PRCH
$1.75B
-455
Closed -$3.26K
PRLB icon
363
Protolabs
PRLB
$2.1B
-74
Closed -$4.22K
PROF
364
Profound Medical
PROF
$289M
-297
Closed -$1.93K
PTON icon
365
Peloton Interactive
PTON
$2.38B
-78
Closed -$335
PWR icon
366
Quanta Services
PWR
$100B
-18
Closed -$9.88K
QDEL icon
367
QuidelOrtho
QDEL
$1.11B
-141
Closed -$2.32K
QRVO icon
368
Qorvo
QRVO
$8.41B
-150
Closed -$11.6K
RBLX icon
369
Roblox
RBLX
$25.7B
-101
Closed -$5.71K
RDNT icon
370
RadNet
RDNT
$5.36B
-11
Closed -$615
REAL icon
371
The RealReal
REAL
$1.54B
-36
Closed -$327
REZI icon
372
Resideo Technologies
REZI
$3.95B
-8
Closed -$270
RGEN icon
373
Repligen
RGEN
$9B
-200
Closed -$23.6K
RIG icon
374
Transocean
RIG
$5.71B
-68
Closed -$451
RIVN icon
375
Rivian
RIVN
$22.3B
-140
Closed -$2.11K

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Rachor Investment Advisory Services's Q2 2026 Portfolio in Review

As of Q2 2026, Rachor Investment Advisory Services held 469 positions worth $203M, up 6.7% from $190M the previous quarter. Its ten largest holdings account for 94% of the portfolio.

Rachor Investment Advisory Services's Q2 2026 filing shows 5 new, 50 increased, 40 reduced and 266 closed positions. Its largest new stake was SpaceX: 131 shares worth $22.4K. The largest sale was Dimensional Emerging Markets Core Equity 2 ETF, an estimated $1.25M.

By sector, the portfolio is most concentrated in Financials at 2.9% of assets, up from 2.8% a quarter earlier, followed by Technology and Industrials.

  • Rachor Investment Advisory Services's largest Q2 2026 buy was SpaceX: 131 shares worth $22.4K.
  • Rachor Investment Advisory Services added most to Dimensional Short-Duration Fixed Income ETF in Q2 2026, an estimated $3.19M increase.
  • Rachor Investment Advisory Services's biggest Q2 2026 reduction was Dimensional Emerging Markets Core Equity 2 ETF, cutting an estimated $1.25M.
  • Rachor Investment Advisory Services fully exited ExxonMobil in Q2 2026, selling an estimated $265K.
  • Rachor Investment Advisory Services's ten largest holdings make up 94% of its $203M portfolio in Q2 2026.
  • Rachor Investment Advisory Services opened 5 new positions and closed 266 in Q2 2026.
  • Rachor Investment Advisory Services's portfolio value rose 6.7% quarter-over-quarter to $203M.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.