Orographic Financial Advisors, LLC
CIK 2135775 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $151K
- المراكز
- 105
- حتى تاريخ
- 30 يونيو، 2026
#9375 من 9443 حسب قيمة 13F · أعلى 99.3%
قيمة المحفظة ربع سنويًا: +7.2% لا يكشف نموذج 13F عن النقد
- وزن أكبر 10 مقتنيات
- 37,82%
- وزن أكبر 25 مقتنية
- 63,40%
- المراكز فوق 1%
- 30
- العدد الفعلي للمراكز
- 44,6
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
دوران Q2 2026: 9,71% تقدير المشتريات $14189 · المبيعات $15791
- مراكز جديدة
- 8
- زيادة
- 25
- انخفض
- 54
- مغلق
- 9
على هذه الصفحة
توزيع القطاعات
Technology
12,5%
Healthcare
7,4%
Retail
6,8%
Industrials
5,7%
Communication Services
5,5%
Energy
4,5%
Financial Services
4,3%
Utilities
4,2%
Communications
4,0%
Consumer Discretionary
4,0%
Consumer Staples
3,7%
Financials
3,4%
Telecommunication
3,3%
Real Estate
3,3%
Consumer products
0,6%
Logistics & Transportation
0,4%
أخرى/غير معينة
26,4%
المحفظة الكاملة 105 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $9214 | 6,10% | 30486 | $1036 | هبوط ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7679 | 5,08% | 15594 | $1950 | صعود ×1 | ||
| مُصدر غير معروف (CUSIP: 30233Q108) | $6535 | 4,32% | 40909 | صعود ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $6062 | 4,01% | 48937 | $2215 | هبوط ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5787 | 3,83% | 37925 | $-281 | هبوط ×1 | ||
| VGT | $5365 | 3,55% | 44123 | $1438 | صعود ×1 | ||
| SCHD | $4647 | 3,07% | 135660 | $468 | هبوط ×1 | ||
| BRKB | $4252 | 2,81% | 8339 | $155 | هبوط ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $4047 | 2,68% | 14370 | $683 | هبوط ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3573 | 2,36% | 10402 | $576 | هبوط ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $3258 | 2,16% | 51149 | $143 | هبوط ×1 | ||
| CVX Chevron Corporation Common Stock | $3195 | 2,11% | 16252 | $-118 | صعود ×1 | ||
| GLD | $3106 | 2,05% | 7673 | $-194 | صعود ×1 | ||
| T AT&T Inc. | $2970 | 1,96% | 122507 | $-479 | صعود ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $2918 | 1,93% | 91989 | $-249 | هبوط ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2623 | 1,74% | 7185 | $320 | هبوط ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2579 | 1,71% | 23780 | $417 | هبوط ×1 | ||
| SCHX | $2552 | 1,69% | 83674 | $404 | هبوط ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2546 | 1,68% | 9761 | $100 | هبوط ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2322 | 1,54% | 8691 | $512 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $2256 | 1,49% | 8098 | $0 | صعود ×1 | ||
| RTX RTX Corporation Common Stock | $2186 | 1,45% | 9814 | $287 | هبوط ×1 | ||
| PFE Pfizer, Inc. Common Stock | $2103 | 1,39% | 79941 | $-42 | صعود ×1 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $2053 | 1,36% | 103345 | $237 | صعود ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1996 | 1,32% | 16017 | $-117 | هبوط ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1866 | 1,23% | 1800 | $330 | هبوط ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1738 | 1,15% | 16838 | $213 | صعود ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1737 | 1,15% | 20040 | $165 | هبوط ×1 | ||
| RSPU | $1668 | 1,10% | 21446 | $-76 | هبوط ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1616 | 1,07% | 9485 | $47 | صعود ×1 | ||
| MCD McDonald's Corporation Common Stock | $1446 | 0,96% | 5248 | $-185 | |||
| CCI Crown Castle Inc. Common Stock | $1393 | 0,92% | 18837 | $-117 | صعود ×1 | ||
| BAC Bank of America Corporation Common Stock | $1390 | 0,92% | 21450 | $334 | هبوط ×1 | ||
| NNN NNN REIT, Inc. Common Stock | $1365 | 0,90% | 29802 | $110 | هبوط ×1 | ||
| PM Philip Morris International Inc Common Stock | $1323 | 0,88% | 7110 | $118 | هبوط ×1 | ||
| SCHF | $1286 | 0,85% | 45295 | $153 | هبوط ×1 | ||
| SPYM | $1256 | 0,83% | 13815 | $184 | هبوط ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1253 | 0,83% | 3662 | $172 | هبوط ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $1211 | 0,80% | 20471 | $285 | هبوط ×1 | ||
| ADM Archer-Daniels-Midland Company Common Stock | $1203 | 0,80% | 15100 | $-13 | هبوط ×1 | ||
| SCHO | $1190 | 0,79% | 49456 | $-22 | هبوط ×1 | ||
| SCHY | $1130 | 0,75% | 34059 | $47 | هبوط ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1108 | 0,73% | 3228 | $-44 | هبوط ×1 | ||
| GBDC Golub Capital BDC, Inc. - Closed End Fund | $1102 | 0,73% | 84244 | $33 | هبوط ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1075 | 0,71% | 22884 | $-137 | هبوط ×1 | ||
| EXC Exelon Corporation - Common Stock | $1049 | 0,69% | 23200 | $-79 | صعود ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1047 | 0,69% | 4211 | $-40 | هبوط ×1 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $1024 | 0,68% | 37065 | $12 | صعود ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $981 | 0,65% | 6814 | $-27 | هبوط ×1 | ||
| VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | $937 | 0,62% | 58245 | $48 | هبوط ×1 | ||
| SMH SMH | $869 | 0,57% | 1487 | $296 | هبوط ×1 | ||
| RSPT | $836 | 0,55% | 12760 | $259 | صعود ×1 | ||
| WMT Walmart Inc. - Common Stock | $822 | 0,54% | 7086 | $-61 | هبوط ×1 | ||
| SO Southern Company (The) Common Stock | $793 | 0,52% | 8577 | $-49 | هبوط ×1 | ||
| MCK McKesson Corporation Common Stock | $789 | 0,52% | 899 | $7 | هبوط ×1 | ||
| IVV | $745 | 0,49% | 961 | $98 | هبوط ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $697 | 0,46% | 9253 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $695 | 0,46% | 3103 | $261 | صعود ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $689 | 0,46% | 1192 | $18 | صعود ×1 | ||
| SCHE | $661 | 0,44% | 17915 | $67 | هبوط ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $627 | 0,41% | 10089 | $22 | هبوط ×1 | ||
| DLN | $623 | 0,41% | 6165 | $75 | صعود ×1 | ||
| AMGN Amgen Inc. - Common Stock | $600 | 0,40% | 1442 | $93 | |||
| UPS United Parcel Service, Inc. Common Stock | $575 | 0,38% | 5534 | $76 | صعود ×1 | ||
| SPDW | $496 | 0,33% | 9562 | $56 | هبوط ×1 | ||
| USB U.S. Bancorp Common Stock | $492 | 0,33% | 7572 | $82 | هبوط ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $486 | 0,32% | 3657 | $44 | |||
| CARR Carrier Global Corporation Common Stock | $471 | 0,31% | 7481 | $50 | هبوط ×1 | ||
| F Ford Motor Company Common Stock | $467 | 0,31% | 33797 | $88 | صعود ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $458 | 0,30% | 1316 | $130 | هبوط ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $445 | 0,29% | 3209 | $-68 | هبوط ×1 | ||
| GSEW | $433 | 0,29% | 4401 | $57 | هبوط ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $403 | 0,27% | 1500 | $96 | |||
| EDV | $383 | 0,25% | 6439 | $-38 | هبوط ×1 | ||
| CRM Salesforce, Inc. Common Stock | $379 | 0,25% | 1963 | $35 | صعود ×1 | ||
| WM Waste Management, Inc. Common Stock | $367 | 0,24% | 1625 | $-6 | |||
| WFC Wells Fargo & Company Common Stock | $358 | 0,24% | 4030 | $38 | |||
| INTC Intel Corporation - Common Stock | $353 | 0,23% | 3502 | صعود ×1 | |||
| SCHG | $350 | 0,23% | 9849 | $64 | |||
| SCHA | $345 | 0,23% | 9847 | $59 | |||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $339 | 0,22% | 10400 | $7 | |||
| SCHH | $333 | 0,22% | 14000 | $31 | هبوط ×1 | ||
| SPAB | $333 | 0,22% | 13272 | $-6 | صعود ×1 | ||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $305 | 0,20% | 6356 | $-2 | هبوط ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $299 | 0,20% | 2395 | $34 | صعود ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $293 | 0,19% | 3420 | $-24 | |||
| DEO Diageo plc Common Stock | $290 | 0,19% | 3090 | $49 | هبوط ×1 | ||
| VTI | $289 | 0,19% | 758 | $46 | |||
| IBM International Business Machines Corporation Common Stock | $284 | 0,19% | 1204 | $-7 | |||
| GENI Genius Sports Limited Ordinary Shares | $273 | 0,18% | 35794 | $119 | صعود ×1 | ||
| UNP Union Pacific Corporation Common Stock | $252 | 0,17% | 860 | $37 | هبوط ×1 | ||
| LLY Eli Lilly and Company Common Stock | $250 | 0,17% | 205 | صعود ×1 | |||
| OTIS Otis Worldwide Corporation Common Stock | $241 | 0,16% | 3259 | $-10 | |||
| SPEM | $239 | 0,16% | 4573 | $28 | صعود ×1 | ||
| IJH | $231 | 0,15% | 2968 | $24 | هبوط ×1 | ||
| TFC Truist Financial Corporation Common Stock | $231 | 0,15% | 4404 | $29 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $224 | 0,15% | 1245 | $-22 | |||
| VTV | $220 | 0,15% | 975 | صعود ×1 | |||
| BINC | $211 | 0,14% | 4065 | صعود ×1 | |||
| VICI VICI Properties Inc. Common Stock | $205 | 0,14% | 7891 | $2 | صعود ×1 | ||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
أكبر التحركات (ربع سنوي)
| الأمان | الإجراء | الأسهم Δ | القيمة Δ |
|---|---|---|---|
| CSCO | تقليص | -655 | +$2K |
| MSFT | تم الشراء أكثر | +117 | +$2K |
| VGT | تم الشراء أكثر | +38K | +$1K |
| AAPL | تقليص | -2K | +$1K |
| HWM | تقليص | -231 | +$683 |
| GOOGL | تقليص | -23 | +$576 |
| AMZN | حركة السعر فقط | +0 | +$512 |
| T | تم الشراء أكثر | +4K | -$479 |
| SCHD | تقليص | -572 | +$468 |
| SBUX | تقليص | -355 | +$417 |
1 مركز مخفي (فحص اكتمال البيانات)
المراكز الخارجة
يشمل الأحداث المؤسسية (الاندماجات، إلغاء الإدراج) - ليست كل عمليات الخروج مبيعات
المراكز المغلقة تعكس تغييرات إعداد تقارير 13F؛ بالنسبة لمديري المؤشرات، غالبًا ما تكون هذه ميكانيكية (إلغاء الإدراج، اندماج واستحواذ، إعادة توازن المؤشر)، وليست قرارات نشطة.
| الأمان | الربع | الأسهم قبل | القيمة قبل | السعر منذ الخروج |
|---|---|---|---|---|
| XOM | 30 يونيو، 2026 | 41514 | $7043 | 22,5% |
| VOO | 30 يونيو، 2026 | 1500 | $896 | لم يعد يتم تتبعه |
| QQQ | 30 يونيو، 2026 | 845 | $487 | |
| AVGO | 30 يونيو، 2026 | 1406 | $435 | -1,3% |
| KLAC | 30 يونيو، 2026 | 265 | $390 | -38,6% |
| COST | 30 يونيو، 2026 | 382 | $380 | 0,8% |
| EPD | 30 يونيو، 2026 | 8542 | $323 | 4,4% |
| SPG | 30 يونيو، 2026 | 1095 | $204 | -0,6% |
| SCHV | 30 يونيو، 2026 | 6584 | $200 | لم يعد يتم تتبعه |