StockDriftsStockDriftsTop 50 Orographic Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.1% | 30.5K | $9.2M | -5.40%(-1.74K) | $262.82(+16.19%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 5.08% | 15.6K | $7.7M | +0.76%(+117) | $426.44(+13.98%) | 2026-06-30 | |
| CSCO | CISCO SYS INC COM | 4.01% | 48.9K | $6.1M | -1.32%(-655) | $77.31(+46.88%) | 2026-06-30 | |
| TJX | TJX COS INC NEW COM | 3.83% | 37.9K | $5.8M | -0.19%(-72) | $156.65(-3.02%) | 2026-06-30 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 3.55% | 44.1K | $5.4M | -2.02%(-909) | $90.72(+35.12%) | 2026-06-30 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 3.07% | 135.7K | $4.6M | -0.42%(-572) | $29.06(+18.26%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.81% | 8.3K | $4.3M | -2.47%(-211) | $490.93(+2.12%) | 2026-06-30 | |
| HWM | HOWMET AEROSPACE INC COM | 2.68% | 14.4K | $4.0M | -1.58%(-231) | $217.74(+33.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.36% | 10.4K | $3.6M | -0.22%(-23) | $300.28(+14.80%) | 2026-06-30 | |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 2.16% | 51.1K | $3.3M | -0.44%(-225) | $57.30(+12.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.39% |
Orographic Financial Advisors LLC reports $151.15M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.1%), MSFT (5.1%) and CSCO (4.0%). The top 20 holdings account for 53.55% of reported assets. Its disclosed equity book has returned +3.71% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Orographic Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2135775). View Orographic Financial Advisors LLC’s 13F filings on SEC