Orographic Financial Advisors, LLC
CIK 2135775 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $151K
- Posisi
- 105
- Per tanggal
- 30 Juni 2026
#9.375 dari 9.443 berdasarkan nilai 13F · top 99.3%
Nilai portofolio QoQ: +7.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 37,82%
- Bobot 25 kepemilikan teratas
- 63,40%
- Posisi di atas 1%
- 30
- Jumlah posisi efektif
- 44,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 9,71% Perkiraan pembelian $14.189 · penjualan $15.791
- Posisi baru
- 8
- Meningkat
- 25
- Menurun
- 54
- Tertutup
- 9
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
26,4%
Portofolio lengkap 105 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $9.214 | 6,10% | 30.486 | $1.036 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7.679 | 5,08% | 15.594 | $1.950 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $6.535 | 4,32% | 40.909 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $6.062 | 4,01% | 48.937 | $2.215 | Turun ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5.787 | 3,83% | 37.925 | $-281 | Turun ×1 | ||
| VGT | $5.365 | 3,55% | 44.123 | $1.438 | Naik ×1 | ||
| SCHD | $4.647 | 3,07% | 135.660 | $468 | Turun ×1 | ||
| BRKB | $4.252 | 2,81% | 8.339 | $155 | Turun ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $4.047 | 2,68% | 14.370 | $683 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.573 | 2,36% | 10.402 | $576 | Turun ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $3.258 | 2,16% | 51.149 | $143 | Turun ×1 | ||
| CVX Chevron Corporation Common Stock | $3.195 | 2,11% | 16.252 | $-118 | Naik ×1 | ||
| GLD | $3.106 | 2,05% | 7.673 | $-194 | Naik ×1 | ||
| T AT&T Inc. | $2.970 | 1,96% | 122.507 | $-479 | Naik ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $2.918 | 1,93% | 91.989 | $-249 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.623 | 1,74% | 7.185 | $320 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2.579 | 1,71% | 23.780 | $417 | Turun ×1 | ||
| SCHX | $2.552 | 1,69% | 83.674 | $404 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2.546 | 1,68% | 9.761 | $100 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.322 | 1,54% | 8.691 | $512 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $2.256 | 1,49% | 8.098 | $0 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $2.186 | 1,45% | 9.814 | $287 | Turun ×1 | ||
| PFE Pfizer, Inc. Common Stock | $2.103 | 1,39% | 79.941 | $-42 | Naik ×1 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $2.053 | 1,36% | 103.345 | $237 | Naik ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1.996 | 1,32% | 16.017 | $-117 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.866 | 1,23% | 1.800 | $330 | Turun ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1.738 | 1,15% | 16.838 | $213 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1.737 | 1,15% | 20.040 | $165 | Turun ×1 | ||
| RSPU | $1.668 | 1,10% | 21.446 | $-76 | Turun ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1.616 | 1,07% | 9.485 | $47 | Naik ×1 | ||
| MCD McDonald's Corporation Common Stock | $1.446 | 0,96% | 5.248 | $-185 | |||
| CCI Crown Castle Inc. Common Stock | $1.393 | 0,92% | 18.837 | $-117 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $1.390 | 0,92% | 21.450 | $334 | Turun ×1 | ||
| NNN NNN REIT, Inc. Common Stock | $1.365 | 0,90% | 29.802 | $110 | Turun ×1 | ||
| PM Philip Morris International Inc Common Stock | $1.323 | 0,88% | 7.110 | $118 | Turun ×1 | ||
| SCHF | $1.286 | 0,85% | 45.295 | $153 | Turun ×1 | ||
| SPYM | $1.256 | 0,83% | 13.815 | $184 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.253 | 0,83% | 3.662 | $172 | Turun ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $1.211 | 0,80% | 20.471 | $285 | Turun ×1 | ||
| ADM Archer-Daniels-Midland Company Common Stock | $1.203 | 0,80% | 15.100 | $-13 | Turun ×1 | ||
| SCHO | $1.190 | 0,79% | 49.456 | $-22 | Turun ×1 | ||
| SCHY | $1.130 | 0,75% | 34.059 | $47 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.108 | 0,73% | 3.228 | $-44 | Turun ×1 | ||
| GBDC Golub Capital BDC, Inc. - Closed End Fund | $1.102 | 0,73% | 84.244 | $33 | Turun ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1.075 | 0,71% | 22.884 | $-137 | Turun ×1 | ||
| EXC Exelon Corporation - Common Stock | $1.049 | 0,69% | 23.200 | $-79 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1.047 | 0,69% | 4.211 | $-40 | Turun ×1 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $1.024 | 0,68% | 37.065 | $12 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $981 | 0,65% | 6.814 | $-27 | Turun ×1 | ||
| VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | $937 | 0,62% | 58.245 | $48 | Turun ×1 | ||
| SMH SMH | $869 | 0,57% | 1.487 | $296 | Turun ×1 | ||
| RSPT | $836 | 0,55% | 12.760 | $259 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $822 | 0,54% | 7.086 | $-61 | Turun ×1 | ||
| SO Southern Company (The) Common Stock | $793 | 0,52% | 8.577 | $-49 | Turun ×1 | ||
| MCK McKesson Corporation Common Stock | $789 | 0,52% | 899 | $7 | Turun ×1 | ||
| IVV | $745 | 0,49% | 961 | $98 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $697 | 0,46% | 9.253 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $695 | 0,46% | 3.103 | $261 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $689 | 0,46% | 1.192 | $18 | Naik ×1 | ||
| SCHE | $661 | 0,44% | 17.915 | $67 | Turun ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $627 | 0,41% | 10.089 | $22 | Turun ×1 | ||
| DLN | $623 | 0,41% | 6.165 | $75 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $600 | 0,40% | 1.442 | $93 | |||
| UPS United Parcel Service, Inc. Common Stock | $575 | 0,38% | 5.534 | $76 | Naik ×1 | ||
| SPDW | $496 | 0,33% | 9.562 | $56 | Turun ×1 | ||
| USB U.S. Bancorp Common Stock | $492 | 0,33% | 7.572 | $82 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $486 | 0,32% | 3.657 | $44 | |||
| CARR Carrier Global Corporation Common Stock | $471 | 0,31% | 7.481 | $50 | Turun ×1 | ||
| F Ford Motor Company Common Stock | $467 | 0,31% | 33.797 | $88 | Naik ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $458 | 0,30% | 1.316 | $130 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $445 | 0,29% | 3.209 | $-68 | Turun ×1 | ||
| GSEW | $433 | 0,29% | 4.401 | $57 | Turun ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $403 | 0,27% | 1.500 | $96 | |||
| EDV | $383 | 0,25% | 6.439 | $-38 | Turun ×1 | ||
| CRM Salesforce, Inc. Common Stock | $379 | 0,25% | 1.963 | $35 | Naik ×1 | ||
| WM Waste Management, Inc. Common Stock | $367 | 0,24% | 1.625 | $-6 | |||
| WFC Wells Fargo & Company Common Stock | $358 | 0,24% | 4.030 | $38 | |||
| INTC Intel Corporation - Common Stock | $353 | 0,23% | 3.502 | Naik ×1 | |||
| SCHG | $350 | 0,23% | 9.849 | $64 | |||
| SCHA | $345 | 0,23% | 9.847 | $59 | |||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $339 | 0,22% | 10.400 | $7 | |||
| SCHH | $333 | 0,22% | 14.000 | $31 | Turun ×1 | ||
| SPAB | $333 | 0,22% | 13.272 | $-6 | Naik ×1 | ||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $305 | 0,20% | 6.356 | $-2 | Turun ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $299 | 0,20% | 2.395 | $34 | Naik ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $293 | 0,19% | 3.420 | $-24 | |||
| DEO Diageo plc Common Stock | $290 | 0,19% | 3.090 | $49 | Turun ×1 | ||
| VTI | $289 | 0,19% | 758 | $46 | |||
| IBM International Business Machines Corporation Common Stock | $284 | 0,19% | 1.204 | $-7 | |||
| GENI Genius Sports Limited Ordinary Shares | $273 | 0,18% | 35.794 | $119 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $252 | 0,17% | 860 | $37 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $250 | 0,17% | 205 | Naik ×1 | |||
| OTIS Otis Worldwide Corporation Common Stock | $241 | 0,16% | 3.259 | $-10 | |||
| SPEM | $239 | 0,16% | 4.573 | $28 | Naik ×1 | ||
| IJH | $231 | 0,15% | 2.968 | $24 | Turun ×1 | ||
| TFC Truist Financial Corporation Common Stock | $231 | 0,15% | 4.404 | $29 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $224 | 0,15% | 1.245 | $-22 | |||
| VTV | $220 | 0,15% | 975 | Naik ×1 | |||
| BINC | $211 | 0,14% | 4.065 | Naik ×1 | |||
| VICI VICI Properties Inc. Common Stock | $205 | 0,14% | 7.891 | $2 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| CSCO | Dipangkas | -655 | +$2K |
| MSFT | Beli lebih banyak | +117 | +$2K |
| VGT | Beli lebih banyak | +38K | +$1K |
| AAPL | Dipangkas | -2K | +$1K |
| HWM | Dipangkas | -231 | +$683 |
| GOOGL | Dipangkas | -23 | +$576 |
| AMZN | Hanya pergerakan harga | +0 | +$512 |
| T | Beli lebih banyak | +4K | -$479 |
| SCHD | Dipangkas | -572 | +$468 |
| SBUX | Dipangkas | -355 | +$417 |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 41.514 | $7.043 | 21,7% |
| VOO | 30 Juni 2026 | 1.500 | $896 | Tidak lagi dilacak |
| QQQ | 30 Juni 2026 | 845 | $487 | |
| AVGO | 30 Juni 2026 | 1.406 | $435 | -1,3% |
| KLAC | 30 Juni 2026 | 265 | $390 | -38,6% |
| COST | 30 Juni 2026 | 382 | $380 | 0,8% |
| EPD | 30 Juni 2026 | 8.542 | $323 | 4,7% |
| SPG | 30 Juni 2026 | 1.095 | $204 | -1,7% |
| SCHV | 30 Juni 2026 | 6.584 | $200 | Tidak lagi dilacak |