Orographic Financial Advisors, LLC - Portfolio overview
Orographic Financial Advisors, LLC has 106 reported holdings in this dataset, with the latest filing dated 2026-05-19.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Energy.
Largest reported holdings by portfolio allocation
- AAPL - APPLE INC COM, 5.80%
- XOM - EXXON MOBIL CORP COM, 4.99%
- TJX - TJX COS INC NEW COM, 4.30%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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