Orographic Financial Advisors, LLC
107 holdingsFiling period: 2026-03-31Current AUM: $160.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 32.2K | $8.2M | $10.0M | 6.19% | -- | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP COM | 41.5K | $7.0M | $6.5M | 4.01% | -- | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP COM | 41.5K | $7.0M | $6.5M | 4.01% | -- | 2026-03-31 |
| 4 | TJX | TJX COS INC NEW COM | 38.0K | $6.1M | $6.0M | 3.72% | -- | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP COM | 15.5K | $5.7M | $7.2M | 4.47% | -- | 2026-03-31 |
| 6 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | 136.2K | $4.2M | $4.6M | 2.84% | -- | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8.6K | $4.1M | $4.1M | 2.55% | -- | 2026-03-31 |
| 8 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 5.6K | $3.9M | $5.1M | 3.17% | -- | 2026-03-31 |
| 9 | CSCO | CISCO SYS INC COM | 49.6K | $3.8M | $5.8M | 3.58% | -- | 2026-03-31 |
| 10 | T | AT&T INC COM | 119.0K | $3.4M | $2.8M | 1.72% | -- | 2026-03-31 |
| 11 | HWM | HOWMET AEROSPACE INC COM | 14.6K | $3.4M | $4.1M | 2.56% | -- | 2026-03-31 |
| 12 | CVX | CHEVRON CORPORATION COM | 16.0K | $3.3M | $3.2M | 1.96% | -- | 2026-03-31 |
| 13 | GLD | SPDR GOLD SHARES | 7.7K | $3.3M | $2.8M | 1.77% | -- | 2026-03-31 |
| 14 | KMI | KINDER MORGAN INC DEL COM | 94.5K | $3.2M | $3.0M | 1.89% | -- | 2026-03-31 |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO COM | 51.4K | $3.1M | $3.4M | 2.09% | -- | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC CAP STK CL A | 10.4K | $3.0M | $3.7M | 2.31% | -- | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON COM | 10.0K | $2.4M | $2.6M | 1.60% | -- | 2026-03-31 |
| 18 | JPM | JPMORGAN CHASE & CO COM | 7.8K | $2.3M | $2.8M | 1.71% | -- | 2026-03-31 |
| 19 | CEG | CONSTELLATION ENERGY CORP COM | 8.1K | $2.3M | $2.1M | 1.32% | -- | 2026-03-31 |
| 20 | SBUX | STARBUCKS CORP COM | 24.1K | $2.2M | $2.5M | 1.58% | -- | 2026-03-31 |
| 21 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 83.8K | $2.1M | $2.5M | 1.53% | -- | 2026-03-31 |
| 22 | PFE | PFIZER INC COM | 76.4K | $2.1M | $1.9M | 1.19% | -- | 2026-03-31 |
| 23 | AEP | AMERICAN ELEC PWR CO INC COM | 16.1K | $2.1M | $2.1M | 1.28% | -- | 2026-03-31 |
| 24 | RTX | RTX CORPORATION COM | 9.8K | $1.9M | $2.1M | 1.32% | -- | 2026-03-31 |
| 25 | ARCC | ARES CAPITAL CORP COM | 100.8K | $1.8M | $1.9M | 1.18% | -- | 2026-03-31 |
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