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Portfolio (Quarterly) Guide ↗

Orographic Financial Advisors, LLC

· CIK 0002135775
13F Portfolio $151M AUM 105 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 20 Added 40 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 40,909.0 $6.5M 4.32% NEW $159.74
2 UBER UBER TECHNOLOGIES INC COM Technology 9,253.0 $697K 0.46% NEW $75.33 +4.6%
3 INTC INTEL CORP COM Technology 3,502.0 $353K 0.23% NEW $100.80 -11.2%
4 LLY ELI LILLY & CO COM Healthcare 205.0 $250K 0.17% NEW $1219.51 -3.8%
5 VTV VANGUARD MORNINGSTAR VALUE ETF 975.0 $220K 0.15% NEW $225.64 -0.2%
6 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 4,065.0 $211K 0.14% NEW $51.91 +0.1%
7 V VISA INC COM CL A Financial Services 572.0 $205K 0.14% NEW $358.39 +6.5%
8 RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH 5,613.0 $202K 0.13% NEW $35.99 +4.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.8%
Financial Services 13.0%
Consumer Cyclical 12.8%
Communication Services 10.9%
Healthcare 10.0%
Industrials 7.6%
Consumer Defensive 6.6%
Energy 6.0%
Utilities 5.7%
Real Estate 4.4%