Holdings of Orographic Financial Advisors, LLC
102 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 36.1 % of the equity sleeve
Sector breakdown
- Technology 14.2 %
- Consumer discretionary 10.0 %
- Communication 8.6 %
- Financials 7.8 %
- Energy 7.8 %
- Health care 7.6 %
- Consumer staples 5.5 %
- Industrials 5.3 %
- Utilities 4.8 %
- Real estate 2.5 %
- Funds 1.3 %
- Unattributed 24.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.2 %
- GB 0.8 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 100 | 137.2K $ | 99.18 % |
| 2 | GB | 2 | 1.1K $ | 0.82 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Schwab Strategic Trust | 6,584 | 200 $ | |
| 102 | PennyMac Mortgage Investment Trust | 10,203 | 118 $ |