Rachor Investment Advisory Services, LLC
SEC Form 13F institutional filer · CIK 0002008792
13F-HR · 146 reported holdings · 2026-03-31
Reported long-US-equity value
$0.01B
Top-10 concentration
62.0%
Rachor Investment Advisory Services, LLC — $12.4M AUM allocation strategy
Rachor Investment Advisory Services, LLC files SEC Form 13F and reports $12.4M of long US equity value across 146 reported holdings for 2026-03-31.
Its largest sector bet is Financials 39.9%, followed by Information Technology 15.3% and Communication Services 7.2%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Rachor Investment Advisory Services, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$12.4M
total across 146 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +499 sh · +$18.7K+$CMCSA +479 sh · +$13.3K+$HBAN +387 sh · −$67.7K
Biggest trims (shares)
−$ORLY −578 sh · −$51.7K−$MSFT −95 sh · −$117K−$BLK −53 sh · +$1.31K
Exited to nil (held last quarter, gone now)
$BSX ($6.96K last qtr)$PYPL ($818 last qtr)$LEN ($206 last qtr)$WMB ($181 last qtr)$BX ($129 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Multi-Sector Holdings24.6%—
- Semiconductors8.4%—
- Diversified Banks8.3%—
- Interactive Media & Services7.2%—
- Regional Banks5.5%—
- Technology Hardware, Storage & Peripherals3.6%—
- Integrated Oil & Gas2.1%—
- Aerospace & Defense2.1%—
- Other holdings38.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.38K | $3.06M | +37 | 24.6% |
| $GOOGL | Alphabet Inc | 3.11K | $891K | +4 | 7.2% |
| $BAC | Bank of America Corporation | 15.5K | $754K | +89 | 6.1% |
| $HBAN | Huntington Bancshares Incorporated | 43.8K | $685K | +387 | 5.5% |
| $AAPL | Apple Inc | 1.75K | $444K | +4 | 3.6% |
| $AVGO | Broadcom Inc | 1.36K | $421K | +3 | 3.4% |
| $NVDA | NVIDIA Corporation | 2.4K | $419K | -6 | 3.4% |
| $JPM | JP Morgan Chase & Co | 959 | $282K | +1 | 2.3% |
| $XOM | ExxonMobil Holdings Corporation | 1.56K | $265K | +11 | 2.1% |
…and 137 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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