Orographic Financial Advisors, LLC

Est. AUM

$141.1M

13F long equity, this entity only

Positions

106

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC COM	COM	$8.2M	32226	5.80%	SOLE
2	EXXON MOBIL CORP COM	COM	$7.0M	41514	4.99%	SOLE
3	TJX COS INC NEW COM	COM	$6.1M	37997	4.30%	SOLE
4	MICROSOFT CORP COM	COM	$5.7M	15477	4.06%	SOLE
5	SCHWAB US DIVIDEND EQUITY ETF	COM	$4.2M	136232	2.96%	SOLE
6	BERKSHIRE HATHAWAY INC DEL CL B NEW	COM	$4.1M	8550	2.90%	SOLE
7	VANGUARD INFORMATION TECHNOLOGY ETF	COM	$3.9M	5629	2.78%	SOLE
8	CISCO SYS INC COM	COM	$3.8M	49592	2.73%	SOLE
9	AT&T INC COM	COM	$3.4M	118990	2.45%	SOLE
10	HOWMET AEROSPACE INC COM	COM	$3.4M	14601	2.38%	SOLE
11	CHEVRON CORPORATION COM	COM	$3.3M	16013	2.35%	SOLE
12	SPDR GOLD SHARES	COM	$3.3M	7671	2.34%	SOLE
13	KINDER MORGAN INC DEL COM	COM	$3.2M	94467	2.25%	SOLE
14	BRISTOL-MYERS SQUIBB CO COM	COM	$3.1M	51374	2.21%	SOLE
15	ALPHABET INC CAP STK CL A	COM	$3.0M	10425	2.12%	SOLE
16	JOHNSON & JOHNSON COM	COM	$2.4M	10007	1.73%	SOLE
17	JPMORGAN CHASE & CO COM	COM	$2.3M	7830	1.63%	SOLE
18	CONSTELLATION ENERGY CORP COM	COM	$2.3M	8079	1.60%	SOLE
19	STARBUCKS CORP COM	COM	$2.2M	24135	1.53%	SOLE
20	SCHWAB U.S. LARGE-CAP ETF	COM	$2.1M	83788	1.52%	SOLE
21	PFIZER INC COM	COM	$2.1M	76396	1.52%	SOLE
22	AMERICAN ELEC PWR CO INC COM	COM	$2.1M	16122	1.50%	SOLE
23	RTX CORPORATION COM	COM	$1.9M	9847	1.35%	SOLE
24	ARES CAPITAL CORP COM	COM	$1.8M	100812	1.29%	SOLE
25	AMAZON COM INC COM	COM	$1.8M	8691	1.28%	SOLE
26	INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF	COM	$1.7M	21505	1.24%	SOLE
27	MCDONALDS CORP COM	COM	$1.6M	5248	1.16%	SOLE
28	COCA COLA CO COM	COM	$1.6M	20540	1.11%	SOLE
29	AMERICAN TOWER CORP COM	COM	$1.6M	9095	1.11%	SOLE
30	GOLDMAN SACHS GROUP INC COM	COM	$1.5M	1816	1.09%	SOLE
31	DISNEY WALT CO COM	COM	$1.5M	15829	1.08%	SOLE
32	ORGANON & CO COMMON STOCK	COM	$1.5M	254200	1.08%	SOLE
33	CROWN CASTLE INC COM	COM	$1.5M	18573	1.07%	SOLE
34	NNN REIT INC COM	COM	$1.3M	29877	0.89%	SOLE
35	ARCHER DANIELS MIDLAND CO COM	COM	$1.2M	16740	0.86%	SOLE
36	SCHWAB SHORT-TERM US TREASURY ETF	COM	$1.2M	49946	0.86%	SOLE
37	VERIZON COMMUNICATIONS INC COM	COM	$1.2M	24161	0.86%	SOLE
38	PHILIP MORRIS INTL INC COM	COM	$1.2M	7225	0.85%	SOLE
39	HOME DEPOT INC COM	COM	$1.2M	3505	0.82%	SOLE
40	SCHWAB INTERNATIONAL EQUITY ETF	COM	$1.1M	45789	0.80%	SOLE
41	EXELON CORP COM	COM	$1.1M	23020	0.80%	SOLE
42	ABBVIE INC COM	COM	$1.1M	4999	0.77%	SOLE
43	SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF	COM	$1.1M	34218	0.77%	SOLE
44	ALPHABET INC CAP STK CL C	COM	$1.1M	3770	0.77%	SOLE
45	STATE STREET SPDR PORTFOLIO S&P 500 ETF	COM	$1.1M	14014	0.76%	SOLE
46	GOLUB CAP BDC INC COM	COM	$1.1M	84479	0.76%	SOLE
47	BANK OF AMER CORP COM	COM	$1.1M	21675	0.75%	SOLE
48	WARNER BROS DISCOVERY INC COM SER A	COM	$1.0M	36865	0.72%	SOLE
49	PROCTER & GAMBLE CO COM	COM	$1.0M	6979	0.71%	SOLE
50	PAYPAL HLDGS INC COM	COM	$926K	20486	0.66%	SOLE

1–50 of 106

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.