Orographic Financial Advisors, LLC
106 holdingsFiling period: 2026-06-30Current AUM: $170.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc.com | 30.5K | $9.2M | $11.0M | 6.44% | -1,740 | 2026-06-30 |
| 2 | MSFT | Microsoft Corp.com | 15.6K | $7.7M | $11.0M | 6.45% | +117 | 2026-06-30 |
| 3 | XOM | Exxonmobil Holdings Corp.com Shs | 40.9K | $6.5M | $8.8M | 5.19% | -- | 2026-06-30 |
| 4 | XOM | Exxonmobil Holdings Corp.com Shs | 40.9K | $6.5M | $8.8M | 5.19% | -- | 2026-06-30 |
| 5 | CSCO | Cisco Sys Inc.com | 48.9K | $6.1M | $5.7M | 3.35% | -655 | 2026-06-30 |
| 6 | TJX | Tjx Cos Inc New.com | 37.9K | $5.8M | $5.5M | 3.23% | -72 | 2026-06-30 |
| 7 | VGT | Vanguard Information Technology ETF | 44.1K | $5.4M | $5.4M | 3.19% | +38.5K | 2026-06-30 |
| 8 | SCHD | Schwab US Dividend Equity ETF | 135.7K | $4.6M | $5.2M | 3.04% | -572 | 2026-06-30 |
| 9 | BRK-B | Berkshire Hathaway Inc Del CL B New | 8.3K | $4.3M | $4.3M | 2.50% | -211 | 2026-06-30 |
| 10 | HWM | Howmet Aerospace Inc.com | 14.4K | $4.0M | $2.9M | 1.72% | -231 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc Cap Stk CL A | 10.4K | $3.6M | $3.2M | 1.86% | -23 | 2026-06-30 |
| 12 | BMY | Bristol-Myers Squibb Co.com | 51.1K | $3.3M | $3.5M | 2.05% | -225 | 2026-06-30 |
| 13 | CVX | Chevron Corporation.com | 16.3K | $3.2M | $4.5M | 2.63% | +239 | 2026-06-30 |
| 14 | GLD | Spdr Gold Shares | 7.7K | $3.1M | $3.1M | 1.82% | +2 | 2026-06-30 |
| 15 | T | AT&T Inc.com | 122.5K | $3.0M | $3.0M | 1.76% | +3.5K | 2026-06-30 |
| 16 | KMI | Kinder Morgan Inc Del.com | 92.0K | $2.9M | $3.1M | 1.82% | -2,478 | 2026-06-30 |
| 17 | JPM | JPMorgan Chase & Co.com | 7.2K | $2.6M | $2.7M | 1.57% | -645 | 2026-06-30 |
| 18 | SBUX | Starbucks Corp.com | 23.8K | $2.6M | $2.6M | 1.52% | -355 | 2026-06-30 |
| 19 | SCHX | Schwab U.S. Large-Cap ETF | 83.7K | $2.6M | $2.6M | 1.54% | -114 | 2026-06-30 |
| 20 | JNJ | Johnson & Johnson.com | 9.8K | $2.5M | $2.7M | 1.57% | -246 | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc.com | 8.7K | $2.3M | $2.4M | 1.43% | -- | 2026-06-30 |
| 22 | CEG | Constellation Energy Corp.com | 8.1K | $2.3M | $2.3M | 1.35% | +19 | 2026-06-30 |
| 23 | RTX | Rtx Corporation.com | 9.8K | $2.2M | $2.3M | 1.34% | -33 | 2026-06-30 |
| 24 | PFE | Pfizer Inc.com | 79.9K | $2.1M | $2.6M | 1.53% | +3.5K | 2026-06-30 |
| 25 | ARCC | Ares Capital Corp.com | 103.3K | $2.1M | $2.1M | 1.21% | +2.5K | 2026-06-30 |
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