Orographic Financial Advisors, LLC
CIK 2135775 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $151K
- ポジション
- 105
- 時点
- 2026年6月30日
13F価値別で9,443件中 #9,375 位 · 99.3% トップ
ポートフォリオ価値 前期比: +7.2% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 37.82%
- 上位25銘柄のウェイト
- 63.40%
- 1%超のポジション
- 30
- 実効ポジション数
- 44.6
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 9.71% 推定買付額 $14,189 · 推定売付額 $15,791
- 新規ポジション
- 8
- 増加
- 25
- 減少
- 54
- クローズ
- 9
このページについて
セクター別内訳
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%
その他/マッピングなし
26.4%
ポートフォリオ全体 105 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $9,214 | 6.10% | 30,486 | $1,036 | 下落 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7,679 | 5.08% | 15,594 | $1,950 | 上昇 ×1 | ||
| 発行者不明 (CUSIP: 30233Q108) | $6,535 | 4.32% | 40,909 | 上昇 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $6,062 | 4.01% | 48,937 | $2,215 | 下落 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $5,787 | 3.83% | 37,925 | $-281 | 下落 ×1 | ||
| VGT | $5,365 | 3.55% | 44,123 | $1,438 | 上昇 ×1 | ||
| SCHD | $4,647 | 3.07% | 135,660 | $468 | 下落 ×1 | ||
| BRKB | $4,252 | 2.81% | 8,339 | $155 | 下落 ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $4,047 | 2.68% | 14,370 | $683 | 下落 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,573 | 2.36% | 10,402 | $576 | 下落 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $3,258 | 2.16% | 51,149 | $143 | 下落 ×1 | ||
| CVX Chevron Corporation Common Stock | $3,195 | 2.11% | 16,252 | $-118 | 上昇 ×1 | ||
| GLD | $3,106 | 2.05% | 7,673 | $-194 | 上昇 ×1 | ||
| T AT&T Inc. | $2,970 | 1.96% | 122,507 | $-479 | 上昇 ×1 | ||
| KMI Kinder Morgan, Inc. Common Stock | $2,918 | 1.93% | 91,989 | $-249 | 下落 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,623 | 1.74% | 7,185 | $320 | 下落 ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2,579 | 1.71% | 23,780 | $417 | 下落 ×1 | ||
| SCHX | $2,552 | 1.69% | 83,674 | $404 | 下落 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2,546 | 1.68% | 9,761 | $100 | 下落 ×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 | 上昇 ×1 | ||
| RTX RTX Corporation Common Stock | $2,186 | 1.45% | 9,814 | $287 | 下落 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $2,103 | 1.39% | 79,941 | $-42 | 上昇 ×1 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $2,053 | 1.36% | 103,345 | $237 | 上昇 ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1,996 | 1.32% | 16,017 | $-117 | 下落 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,866 | 1.23% | 1,800 | $330 | 下落 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1,738 | 1.15% | 16,838 | $213 | 上昇 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1,737 | 1.15% | 20,040 | $165 | 下落 ×1 | ||
| RSPU | $1,668 | 1.10% | 21,446 | $-76 | 下落 ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $1,616 | 1.07% | 9,485 | $47 | 上昇 ×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 | 上昇 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1,390 | 0.92% | 21,450 | $334 | 下落 ×1 | ||
| NNN NNN REIT, Inc. Common Stock | $1,365 | 0.90% | 29,802 | $110 | 下落 ×1 | ||
| PM Philip Morris International Inc Common Stock | $1,323 | 0.88% | 7,110 | $118 | 下落 ×1 | ||
| SCHF | $1,286 | 0.85% | 45,295 | $153 | 下落 ×1 | ||
| SPYM | $1,256 | 0.83% | 13,815 | $184 | 下落 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,253 | 0.83% | 3,662 | $172 | 下落 ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $1,211 | 0.80% | 20,471 | $285 | 下落 ×1 | ||
| ADM Archer-Daniels-Midland Company Common Stock | $1,203 | 0.80% | 15,100 | $-13 | 下落 ×1 | ||
| SCHO | $1,190 | 0.79% | 49,456 | $-22 | 下落 ×1 | ||
| SCHY | $1,130 | 0.75% | 34,059 | $47 | 下落 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,108 | 0.73% | 3,228 | $-44 | 下落 ×1 | ||
| GBDC Golub Capital BDC, Inc. - Closed End Fund | $1,102 | 0.73% | 84,244 | $33 | 下落 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1,075 | 0.71% | 22,884 | $-137 | 下落 ×1 | ||
| EXC Exelon Corporation - Common Stock | $1,049 | 0.69% | 23,200 | $-79 | 上昇 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,047 | 0.69% | 4,211 | $-40 | 下落 ×1 | ||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $1,024 | 0.68% | 37,065 | $12 | 上昇 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $981 | 0.65% | 6,814 | $-27 | 下落 ×1 | ||
| VOD Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares | $937 | 0.62% | 58,245 | $48 | 下落 ×1 | ||
| SMH SMH | $869 | 0.57% | 1,487 | $296 | 下落 ×1 | ||
| RSPT | $836 | 0.55% | 12,760 | $259 | 上昇 ×1 | ||
| WMT Walmart Inc. - Common Stock | $822 | 0.54% | 7,086 | $-61 | 下落 ×1 | ||
| SO Southern Company (The) Common Stock | $793 | 0.52% | 8,577 | $-49 | 下落 ×1 | ||
| MCK McKesson Corporation Common Stock | $789 | 0.52% | 899 | $7 | 下落 ×1 | ||
| IVV | $745 | 0.49% | 961 | $98 | 下落 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $697 | 0.46% | 9,253 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $695 | 0.46% | 3,103 | $261 | 上昇 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $689 | 0.46% | 1,192 | $18 | 上昇 ×1 | ||
| SCHE | $661 | 0.44% | 17,915 | $67 | 下落 ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $627 | 0.41% | 10,089 | $22 | 下落 ×1 | ||
| DLN | $623 | 0.41% | 6,165 | $75 | 上昇 ×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 | 上昇 ×1 | ||
| SPDW | $496 | 0.33% | 9,562 | $56 | 下落 ×1 | ||
| USB U.S. Bancorp Common Stock | $492 | 0.33% | 7,572 | $82 | 下落 ×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 | 下落 ×1 | ||
| F Ford Motor Company Common Stock | $467 | 0.31% | 33,797 | $88 | 上昇 ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $458 | 0.30% | 1,316 | $130 | 下落 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $445 | 0.29% | 3,209 | $-68 | 下落 ×1 | ||
| GSEW | $433 | 0.29% | 4,401 | $57 | 下落 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $403 | 0.27% | 1,500 | $96 | |||
| EDV | $383 | 0.25% | 6,439 | $-38 | 下落 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $379 | 0.25% | 1,963 | $35 | 上昇 ×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 | 上昇 ×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 | 下落 ×1 | ||
| SPAB | $333 | 0.22% | 13,272 | $-6 | 上昇 ×1 | ||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $305 | 0.20% | 6,356 | $-2 | 下落 ×1 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $299 | 0.20% | 2,395 | $34 | 上昇 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $293 | 0.19% | 3,420 | $-24 | |||
| DEO Diageo plc Common Stock | $290 | 0.19% | 3,090 | $49 | 下落 ×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 | 上昇 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $252 | 0.17% | 860 | $37 | 下落 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $250 | 0.17% | 205 | 上昇 ×1 | |||
| OTIS Otis Worldwide Corporation Common Stock | $241 | 0.16% | 3,259 | $-10 | |||
| SPEM | $239 | 0.16% | 4,573 | $28 | 上昇 ×1 | ||
| IJH | $231 | 0.15% | 2,968 | $24 | 下落 ×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 | 上昇 ×1 | |||
| BINC | $211 | 0.14% | 4,065 | 上昇 ×1 | |||
| VICI VICI Properties Inc. Common Stock | $205 | 0.14% | 7,891 | $2 | 上昇 ×1 | ||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
上位変動銘柄（四半期比）
| 証券 | アクション | 株式数Δ | 金額Δ |
|---|---|---|---|
| CSCO | 削減 | -655 | +$2K |
| MSFT | 買い増し | +117 | +$2K |
| VGT | 買い増し | +38K | +$1K |
| AAPL | 削減 | -2K | +$1K |
| HWM | 削減 | -231 | +$683 |
| GOOGL | 削減 | -23 | +$576 |
| AMZN | 価格変動のみ | +0 | +$512 |
| T | 買い増し | +4K | -$479 |
| SCHD | 削減 | -572 | +$468 |
| SBUX | 削減 | -355 | +$417 |
1件のポジションが非表示です（データ完全性チェック）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| XOM | 2026年6月30日 | 41,514 | $7,043 | 21.7% |
| VOO | 2026年6月30日 | 1,500 | $896 | 追跡終了 |
| QQQ | 2026年6月30日 | 845 | $487 | |
| AVGO | 2026年6月30日 | 1,406 | $435 | -1.3% |
| KLAC | 2026年6月30日 | 265 | $390 | -38.6% |
| COST | 2026年6月30日 | 382 | $380 | 0.8% |
| EPD | 2026年6月30日 | 8,542 | $323 | 4.7% |
| SPG | 2026年6月30日 | 1,095 | $204 | -1.7% |
| SCHV | 2026年6月30日 | 6,584 | $200 | 追跡終了 |