Orographic Financial Advisors as of March 31, 2026
Portfolio Holdings for Orographic Financial Advisors
Orographic Financial Advisors holds 106 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $8.2M | 32k | 253.77 | |
| Exxon Mobil Corporation (XOM) | 5.0 | $7.0M | 42k | 169.65 | |
| TJX Companies (TJX) | 4.3 | $6.1M | 38k | 159.70 | |
| Microsoft Corporation (MSFT) | 4.1 | $5.7M | 16k | 370.16 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 3.0 | $4.2M | 136k | 30.68 | |
| Berkshire Hathaway (BRK.B) | 2.9 | $4.1M | 8.6k | 479.18 | |
| Vanguard Information Technology ETF (VGT) | 2.8 | $3.9M | 5.6k | 697.64 | |
| Cisco Systems (CSCO) | 2.7 | $3.8M | 50k | 77.57 | |
| At&t (T) | 2.4 | $3.4M | 119k | 28.99 | |
| Howmet Aerospace (HWM) | 2.4 | $3.4M | 15k | 230.40 | |
| Chevron Corporation (CVX) | 2.3 | $3.3M | 16k | 206.89 | |
| SPDR Gold Trust (GLD) | 2.3 | $3.3M | 7.7k | 430.19 | |
| Kinder Morgan (KMI) | 2.2 | $3.2M | 95k | 33.52 | |
| Bristol Myers Squibb (BMY) | 2.2 | $3.1M | 51k | 60.63 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $3.0M | 10k | 287.48 | |
| Johnson & Johnson (JNJ) | 1.7 | $2.4M | 10k | 244.43 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.3M | 7.8k | 294.13 | |
| Constellation Energy (CEG) | 1.6 | $2.3M | 8.1k | 279.24 | |
| Starbucks Corporation (SBUX) | 1.5 | $2.2M | 24k | 89.58 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.5 | $2.1M | 84k | 25.64 | |
| Pfizer (PFE) | 1.5 | $2.1M | 76k | 28.08 | |
| American Electric Power Company (AEP) | 1.5 | $2.1M | 16k | 131.06 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $1.9M | 9.8k | 192.85 | |
| Ares Capital Corporation (ARCC) | 1.3 | $1.8M | 101k | 18.01 | |
| Amazon (AMZN) | 1.3 | $1.8M | 8.7k | 208.26 | |
| Powershares Global Etf invesco equal wgt. utilities - etf (RSPU) | 1.2 | $1.7M | 22k | 81.10 | |
| McDonald's Corporation (MCD) | 1.2 | $1.6M | 5.2k | 310.79 | |
| Coca-Cola Company (KO) | 1.1 | $1.6M | 21k | 76.53 | |
| American Tower Reit (AMT) | 1.1 | $1.6M | 9.1k | 172.51 | |
| Goldman Sachs (GS) | 1.1 | $1.5M | 1.8k | 845.82 | |
| Walt Disney Company (DIS) | 1.1 | $1.5M | 16k | 96.34 | |
| Organon & Co (OGN) | 1.1 | $1.5M | 254k | 5.99 | |
| Crown Castle Intl (CCI) | 1.1 | $1.5M | 19k | 81.30 | |
| National Retail Properties (NNN) | 0.9 | $1.3M | 30k | 42.01 | |
| Archer Daniels Midland Company (ADM) | 0.9 | $1.2M | 17k | 72.64 | |
| Verizon Communications (VZ) | 0.9 | $1.2M | 24k | 50.16 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.9 | $1.2M | 50k | 24.27 | |
| Philip Morris International (PM) | 0.9 | $1.2M | 7.2k | 166.78 | |
| Home Depot (HD) | 0.8 | $1.2M | 3.5k | 328.67 | |
| Schwab International Equity ETF (SCHF) | 0.8 | $1.1M | 46k | 24.74 | |
| Exelon Corporation (EXC) | 0.8 | $1.1M | 23k | 49.00 | |
| Abbvie (ABBV) | 0.8 | $1.1M | 5.0k | 217.44 | |
| Schwab Strategic Tr (SCHY) | 0.8 | $1.1M | 34k | 31.65 | |
| Alphabet Inc Class C cs (GOOG) | 0.8 | $1.1M | 3.8k | 286.74 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.8 | $1.1M | 14k | 76.49 | |
| Golub Capital BDC (GBDC) | 0.8 | $1.1M | 85k | 12.65 | |
| Bank of America Corporation (BAC) | 0.7 | $1.1M | 22k | 48.72 | |
| Warner Bros. Discovery (WBD) | 0.7 | $1.0M | 37k | 27.45 | |
| Procter & Gamble Company (PG) | 0.7 | $1.0M | 7.0k | 144.43 | |
| Paypal Holdings (PYPL) | 0.7 | $926k | 21k | 45.20 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.6 | $896k | 1.5k | 597.33 | |
| Vodafone Group New Adr F (VOD) | 0.6 | $889k | 59k | 15.01 | |
| Wal-Mart Stores (WMT) | 0.6 | $883k | 7.1k | 124.52 | |
| Southern Company (SO) | 0.6 | $842k | 8.7k | 96.48 | |
| McKesson Corporation (MCK) | 0.6 | $782k | 903.00 | 866.00 | |
| Facebook Inc cl a (META) | 0.5 | $671k | 1.2k | 571.55 | |
| iShares S&P 500 Index (IVV) | 0.5 | $647k | 991.00 | 652.88 | |
| Mondelez Int (MDLZ) | 0.4 | $605k | 10k | 58.08 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.4 | $594k | 18k | 32.91 | |
| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.4 | $577k | 13k | 45.23 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.4 | $573k | 1.5k | 382.77 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $548k | 6.1k | 89.18 | |
| Pepsi (PEP) | 0.4 | $513k | 3.3k | 155.03 | |
| Amgen (AMGN) | 0.4 | $507k | 1.4k | 351.60 | |
| United Parcel Service (UPS) | 0.4 | $499k | 5.1k | 98.25 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $487k | 845.00 | 576.33 | |
| Merck & Co (MRK) | 0.3 | $442k | 3.7k | 120.86 | |
| SPDR S&P World ex-US (SPDW) | 0.3 | $440k | 9.7k | 45.56 | |
| Broadcom (AVGO) | 0.3 | $435k | 1.4k | 309.39 | |
| NVIDIA Corporation (NVDA) | 0.3 | $434k | 2.5k | 174.30 | |
| Carrier Global Corporation (CARR) | 0.3 | $421k | 7.5k | 56.19 | |
| Vanguard Extended Duration ETF (EDV) | 0.3 | $421k | 6.5k | 64.88 | |
| U.S. Bancorp (USB) | 0.3 | $410k | 7.8k | 52.42 | |
| KLA-Tencor Corporation (KLAC) | 0.3 | $390k | 265.00 | 1471.70 | |
| Costco Wholesale Corporation (COST) | 0.3 | $380k | 382.00 | 994.76 | |
| Ford Motor Company (F) | 0.3 | $379k | 33k | 11.52 | |
| Goldman Sachs Etf Tr equal weig (GSEW) | 0.3 | $376k | 4.5k | 84.44 | |
| Waste Management (WM) | 0.3 | $373k | 1.6k | 229.54 | |
| salesforce (CRM) | 0.2 | $344k | 1.8k | 186.45 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.2 | $339k | 13k | 25.58 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $332k | 10k | 31.92 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $328k | 1.3k | 243.69 | |
| Enterprise Products Partners (EPD) | 0.2 | $323k | 8.5k | 37.81 | |
| Wells Fargo & Company (WFC) | 0.2 | $320k | 4.0k | 79.40 | |
| Nextera Energy (NEE) | 0.2 | $317k | 3.4k | 92.69 | |
| Automatic Data Processing (ADP) | 0.2 | $307k | 1.5k | 204.67 | |
| Alexandria Real Estate Equities (ARE) | 0.2 | $307k | 6.5k | 47.04 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.2 | $302k | 14k | 21.46 | |
| International Business Machines (IBM) | 0.2 | $291k | 1.2k | 241.69 | |
| Schwab U S Small Cap ETF (SCHA) | 0.2 | $286k | 9.8k | 29.04 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $286k | 9.8k | 29.04 | |
| Alibaba Group Holding (BABA) | 0.2 | $265k | 2.1k | 125.12 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $251k | 3.3k | 77.02 | |
| Accenture (ACN) | 0.2 | $246k | 1.2k | 197.59 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $243k | 758.00 | 320.58 | |
| Diageo (DEO) | 0.2 | $241k | 3.2k | 74.38 | |
| Union Pacific Corporation (UNP) | 0.2 | $215k | 890.00 | 241.57 | |
| SPDR S&P Emerging Markets (SPEM) | 0.1 | $211k | 4.5k | 46.75 | |
| ConocoPhillips (COP) | 0.1 | $208k | 1.6k | 131.81 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $207k | 3.1k | 67.47 | |
| Simon Property (SPG) | 0.1 | $204k | 1.1k | 186.30 | |
| Vici Pptys (VICI) | 0.1 | $203k | 7.3k | 27.67 | |
| Truist Financial Corp equities (TFC) | 0.1 | $202k | 4.4k | 45.87 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $200k | 6.6k | 30.38 | |
| Genius Sports (GENI) | 0.1 | $154k | 35k | 4.41 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.1 | $118k | 10k | 11.57 |
