Orographic Financial Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 19, 2026), Orographic Financial Advisors, LLC reported 106 stock positions worth $141.1 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Exxon Mobil (XOM, 5.0%) and TJX Companies (TJX, 4.3%).
- Most Recent 13F
- Q2 2026
- Location
- AVON, CO
- CIK
- 0002135775
- Portfolio Value
- $141.1M (Q1 2026)
- SEC Filing
- 0002135775-26-000001 ↗ filed May 19, 2026
Holdings Value
Holdings 106 stocks · $141.1M
| AAPL Apple Inc. | 5.80% | 32,226 | $8.2M | — |
| XOM Exxon Mobil Corp. | 4.99% | 41,514 | $7.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.30% | 37,997 | $6.1M | — |
| MSFT Microsoft Corp. | 4.06% | 15,477 | $5.7M | — |
| SCHD Schwab US DVD Equity ETF | 2.96% | 136,232 | $4.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.90% | 8,550 | $4.1M | — |
| VGT Vanguard Info Tech ETF | 2.78% | 5,629 | $3.9M | — |
| CSCO Cisco Systems Inc. | 2.73% | 49,592 | $3.8M | — |
| T AT&T Inc. | 2.45% | 118,990 | $3.4M | — |
| HWM Howmet Aerospace Inc. | 2.38% | 14,601 | $3.4M | — |
| CVX Chevron Corp. | 2.35% | 16,013 | $3.3M | — |
| GLD SPDR Gold Shares | 2.34% | 7,671 | $3.3M | — |
| KMI Kinder Morgan Inc. | 2.25% | 94,467 | $3.2M | — |
| BMY Bristol-Myers Squibb Co. | 2.21% | 51,374 | $3.1M | — |
| GOOGL Alphabet Inc. Class A | 2.12% | 10,425 | $3.0M | — |
| JNJ Johnson & Johnson | 1.73% | 10,007 | $2.4M | — |
| JPM JPMorgan Chase & Co. | 1.63% | 7,830 | $2.3M | — |
| CEG Constellation Energy | 1.60% | 8,079 | $2.3M | — |
| SBUX Starbucks Corp. | 1.53% | 24,135 | $2.2M | — |
| SCHX Schwab US Large-Cap ETF | 1.52% | 83,788 | $2.1M | — |
| PFE Pfizer Inc. | 1.52% | 76,396 | $2.1M | — |
| AEP American Electric Power | 1.50% | 16,122 | $2.1M | — |
| RTX RTX Corp. | 1.35% | 9,847 | $1.9M | — |
| ARCC Ares Capital Corp. | 1.29% | 100,812 | $1.8M | — |
| AMZN Amazon.com Inc. | 1.28% | 8,691 | $1.8M | — |
| RSPU Invesco S&P 500 Equal Weight | 1.24% | 21,505 | $1.7M | — |
| MCD McDonald's Corp. | 1.16% | 5,248 | $1.6M | — |
| KO The Coca-Cola Co. | 1.11% | 20,540 | $1.6M | — |
| AMT American Tower Corp. | 1.11% | 9,095 | $1.6M | — |
| GS Goldman Sachs Group Inc. | 1.09% | 1,816 | $1.5M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.08% | 15,829 | $1.5M | — |
| OGN Organon & Co. | 1.08% | 254,200 | $1.5M | — |
| CCI Crown Castle Inc. | 1.07% | 18,573 | $1.5M | — |
| NNN NNN REIT Inc. | 0.89% | 29,877 | $1.3M | — |
| ADM Archer-Daniels-Midland Co. | 0.86% | 16,740 | $1.2M | — |
| SCHO Schwab Short-Term US Treas | 0.86% | 49,946 | $1.2M | — |
| VZ Verizon Communications Inc. | 0.86% | 24,161 | $1.2M | — |
| PM Philip Morris International | 0.85% | 7,225 | $1.2M | — |
| HD Home Depot Inc. | 0.82% | 3,505 | $1.2M | — |
| SCHF Schwab Intl Equity ETF | 0.80% | 45,789 | $1.1M | — |
| EXC Exelon Corp. | 0.80% | 23,020 | $1.1M | — |
| ABBV Abbvie Inc. | 0.77% | 4,999 | $1.1M | — |
| SCHY Schwab International DVD ETF | 0.77% | 34,218 | $1.1M | — |
| GOOG Alphabet Inc. Class C | 0.77% | 3,770 | $1.1M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.76% | 14,014 | $1.1M | — |
| GBDC Golub Capital BDC Inc. | 0.76% | 84,479 | $1.1M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.75% | 21,675 | $1.1M | — |
| WBD Warner Bros Discovery Inc. | 0.72% | 36,865 | $1.0M | — |
| PG The Procter & Gamble Co. | 0.71% | 6,979 | $1.0M | — |
| PYPL PayPal Holdings Inc. | 0.66% | 20,486 | $926K | — |
| VOO Vanguard S&P 500 ETF | 0.64% | 1,500 | $896K | — |
| VOD Vodafone Group PLC-SP ADR | 0.63% | 59,245 | $889K | — |
| WMT Walmart Inc. | 0.63% | 7,091 | $883K | — |
| SO The Southern Co. | 0.60% | 8,727 | $842K | — |
| MCK McKesson Corp. | 0.55% | 903 | $782K | — |
| META Meta Platforms Inc. Class A | 0.48% | 1,174 | $671K | — |
| IVV iShares Core S&P 500 ETF | 0.46% | 991 | $647K | — |
| MDLZ Mondelez International Inc. Class A | 0.43% | 10,417 | $605K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.42% | 18,048 | $594K | — |
| RSPT Invesco S&P 500 Equal Weight | 0.41% | 12,756 | $577K | — |
| SMH Vaneck Semiconductor ETF | 0.41% | 1,497 | $573K | — |
| DLN Wisdomtree US Largecap Divid | 0.39% | 6,145 | $548K | — |
| PEP Pepsico Inc. | 0.36% | 3,309 | $513K | — |
| AMGN Amgen Inc. | 0.36% | 1,442 | $507K | — |
| UPS United Parcel Service Class B | 0.35% | 5,079 | $499K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 845 | $487K | — |
| MRK Merck & Co. Inc. | 0.31% | 3,657 | $442K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.31% | 9,657 | $440K | — |
| AVGO Broadcom Inc. | 0.31% | 1,406 | $435K | — |
| NVDA Nvidia Corp. | 0.31% | 2,490 | $434K | — |
| CARR Carrier Global Corp. | 0.30% | 7,492 | $421K | — |
| EDV Vanguard Extended Dur Treas | 0.30% | 6,489 | $421K | — |
| USB US Bancorp | 0.29% | 7,822 | $410K | — |
| KLAC KLA Corp. | 0.28% | 265 | $390K | — |
| COST Costco Wholesale Corp. | 0.27% | 382 | $380K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.27% | 32,897 | $379K | — |
| GSEW Goldman Sachs Eql WGHT Large | 0.27% | 4,453 | $376K | — |
| WM Waste Management Inc. | 0.26% | 1,625 | $373K | — |
| CRM Salesforce Inc. | 0.24% | 1,845 | $344K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.24% | 13,252 | $339K | — |
| CMG Chipotle Mexican Grill Inc. | 0.24% | 10,400 | $332K | — |
| MPC Marathon Petroleum Corp. | 0.23% | 1,346 | $328K | — |
| EPD Enterprise Products Partners | 0.23% | 8,542 | $323K | — |
| WFC Wells Fargo & Co. | 0.23% | 4,030 | $320K | — |
| NEE Nextera Energy Inc. | 0.22% | 3,420 | $317K | — |
| ARE Alexandria Real Estate Equit | 0.22% | 6,526 | $307K | — |
| ADP Automatic Data Processing | 0.22% | 1,500 | $307K | — |
| SCHH Schwab US REIT ETF | 0.21% | 14,073 | $302K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,204 | $291K | — |
| SCHG Schwab US Large-Cap Growth | 0.20% | 9,849 | $286K | — |
| SCHA Schwab US Small-Cap ETF | 0.20% | 9,847 | $286K | — |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 2,118 | $265K | — |
| OTIS Otis Worldwide Corp. | 0.18% | 3,259 | $251K | — |
| ACN Accenture PLC Class A | 0.17% | 1,245 | $246K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 758 | $243K | — |
| DEO Diageo PLC-Sponsored ADR | 0.17% | 3,240 | $241K | — |
| UNP Union Pacific Corp. | 0.15% | 890 | $215K | — |
| SPEM State Street SP PTF Em ETF | 0.15% | 4,513 | $211K | — |
| COP Conocophillips | 0.15% | 1,578 | $208K | — |
| IJH iShares Core S&P Midcap ETF | 0.15% | 3,068 | $207K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.