Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orographic Financial Advisors, LLC (CIK 2135775) reported $151.2M across 105 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($9.2M, 6.10%), MSFT ($7.7M, 5.08%), XOM ($6.5M, 4.32%), CSCO ($6.1M, 4.01%), TJX ($5.8M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $9.2M | 6.10% | 30,486 | Trimmed |
| 2 | MSFT | MICROSOFT CORP COM | $7.7M | 5.08% | 15,594 | Added |
| 3 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $6.5M | 4.32% | 40,909 | New |
| 4 | CSCO | CISCO SYS INC COM | $6.1M | 4.01% | 48,937 | Trimmed |
| 5 | TJX | TJX COS INC NEW COM | $5.8M | 3.83% | 37,925 | Trimmed |
| 6 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $5.4M | 3.55% | 44,123 | Added |
| 7 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $4.6M | 3.07% | 135,660 | Trimmed |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.3M | 2.81% | 8,339 | Trimmed |
| 9 | HWM | HOWMET AEROSPACE INC COM | $4.0M | 2.68% | 14,370 | Trimmed |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $3.6M | 2.36% | 10,402 | Trimmed |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO COM | $3.3M | 2.16% | 51,149 | Trimmed |
| 12 | CVX | CHEVRON CORPORATION COM | $3.2M | 2.11% | 16,252 | Added |
| 13 | GLD | SPDR GOLD SHARES | $3.1M | 2.05% | 7,673 | Added |
| 14 | T | AT&T INC COM | $3.0M | 1.96% | 122,507 | Added |
| 15 | KMI | KINDER MORGAN INC DEL COM | $2.9M | 1.93% | 91,989 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO COM | $2.6M | 1.74% | 7,185 | Trimmed |
| 17 | SBUX | STARBUCKS CORP COM | $2.6M | 1.71% | 23,780 | Trimmed |
| 18 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.6M | 1.69% | 83,674 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON COM | $2.5M | 1.68% | 9,761 | Trimmed |
| 20 | AMZN | AMAZON COM INC COM | $2.3M | 1.54% | 8,691 | Hold |
| 21 | CEG | CONSTELLATION ENERGY CORP COM | $2.3M | 1.49% | 8,098 | Added |
| 22 | RTX | RTX CORPORATION COM | $2.2M | 1.45% | 9,814 | Trimmed |
| 23 | PFE | PFIZER INC COM | $2.1M | 1.39% | 79,941 | Added |
| 24 | ARCC | ARES CAPITAL CORP COM | $2.1M | 1.36% | 103,345 | Added |
| 25 | AEP | AMERICAN ELEC PWR CO INC COM | $2.0M | 1.32% | 16,017 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30