Institutional Fund
Orographic Financial Advisors, LLC
Avon, COCIK 21357751 filings on record
Portfolio Value
$141.1K
Q1 2026
Holdings
106
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.8%
- Exxon Mobil Corp5.0%
- Tjx Cos Inc New4.3%
- Microsoft Corp4.1%
- Schwab Strategic Tr3.0%
- Berkshire Hathaway Inc Del2.9%
- Other75.0%
Portfolio Holdings
106 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 32.2K | $8.2K | 5.8% | +32.2K | First Filing |
| 2 | Exxon Mobil Corp | 41.5K | $7.0K | 5.0% | +41.5K | First Filing |
| 3 | Tjx Cos Inc New | 38.0K | $6.1K | 4.3% | +38.0K | First Filing |
| 4 | Microsoft Corp | 15.5K | $5.7K | 4.1% | +15.5K | First Filing |
| 5 | Schwab Strategic Tr | 136.2K | $4.2K | 3.0% | +136.2K | First Filing |
| 6 | Berkshire Hathaway Inc Del | 8.6K | $4.1K | 2.9% | +8.6K | First Filing |
| 7 | Vanguard World Fd | 5.6K | $3.9K | 2.8% | +5.6K | First Filing |
| 8 | Cisco Sys Inc | 49.6K | $3.8K | 2.7% | +49.6K | First Filing |
| 9 | At&T Inc | 119.0K | $3.4K | 2.4% | +119.0K | First Filing |
| 10 | Howmet Aerospace Inc | 14.6K | $3.4K | 2.4% | +14.6K | First Filing |
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