Orographic Financial Advisors, LLC
CIK: 2135775SEC EDGAR →
Portfolio Value
$141.1M
Holdings
106
As of
Q1 2026
New Positions
106
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 32,226 | $8.2M | 5.80% |
| 2 | EXXON MOBIL CORP COM | 41,514 | $7.0M | 4.99% |
| 3 | TJX COS INC NEW COM | 37,997 | $6.1M | 4.30% |
| 4 | MICROSOFT CORP COM | 15,477 | $5.7M | 4.06% |
| 5 | SCHWAB US DIVIDEND EQUITY ETF | 136,232 | $4.2M | 2.96% |
| 6 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8,550 | $4.1M | 2.90% |
| 7 | VANGUARD INFORMATION TECHNOLOGY ETF | 5,629 | $3.9M | 2.78% |
| 8 | CISCO SYS INC COM | 49,592 | $3.8M | 2.73% |
| 9 | AT&T INC COM | 118,990 | $3.4M | 2.45% |
| 10 | HOWMET AEROSPACE INC COM | 14,601 | $3.4M | 2.38% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $34.5M | 24.5% |
| Technology | 10 | $21.0M | 14.9% |
| Energy | 6 | $14.4M | 10.2% |
| Consumer Cyclical | 8 | $13.8M | 9.8% |
| Healthcare | 8 | $12.0M | 8.5% |
| Communication Services | 8 | $11.8M | 8.4% |
| Unknown | 5 | $10.6M | 7.5% |
| Industrials | 8 | $7.3M | 5.2% |
| Consumer Defensive | 8 | $6.4M | 4.6% |
| Utilities | 4 | $5.5M | 3.9% |
| Real Estate | 6 | $3.7M | 2.6% |