Filed: 5/19/2026ACC: 0002135775-26-000001
📋 What this filing means
OROGRAPHIC FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $141.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$141.1K
Total AUM (reported)
2.15M
Total Shares
Allocation by class
COM$141.1K100.0%
Portfolio Concentration
Top 3$21.3K15.1%
4–10$28.6K20.3%
11–25$37.0K26.2%
Rest$54.2K38.4%
Top 3 weight
15.1%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 2.15M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole106
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings106
Rows:
APPLE INC COM
SOLEShares32.23K
TypeSH
Market value$8.2K
5.80%
Sole
0.00
Shared
0.00
None
32.23K
EXXON MOBIL CORP COM
SOLEShares41.51K
TypeSH
Market value$7.0K
4.99%
Sole
0.00
Shared
0.00
None
41.51K
TJX COS INC NEW COM
SOLEShares38K
TypeSH
Market value$6.1K
4.30%
Sole
0.00
Shared
0.00
None
38K
MICROSOFT CORP COM
SOLEShares15.48K
TypeSH
Market value$5.7K
4.06%
Sole
0.00
Shared
0.00
None
15.48K
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares136.23K
TypeSH
Market value$4.2K
2.96%
Sole
0.00
Shared
0.00
None
136.23K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares8.55K
TypeSH
Market value$4.1K
2.90%
Sole
0.00
Shared
0.00
None
8.55K
VANGUARD INFORMATION TECHNOLOGY ETF
SOLEShares5.63K
TypeSH
Market value$3.9K
2.78%
Sole
0.00
Shared
0.00
None
5.63K
CISCO SYS INC COM
SOLEShares49.59K
TypeSH
Market value$3.8K
2.73%
Sole
0.00
Shared
0.00
None
49.59K
AT&T INC COM
SOLEShares118.99K
TypeSH
Market value$3.4K
2.45%
Sole
0.00
Shared
0.00
None
118.99K
HOWMET AEROSPACE INC COM
SOLEShares14.60K
TypeSH
Market value$3.4K
2.38%
Sole
0.00
Shared
0.00
None
14.60K
CHEVRON CORPORATION COM
SOLEShares16.01K
TypeSH
Market value$3.3K
2.35%
Sole
0.00
Shared
0.00
None
16.01K
SPDR GOLD SHARES
SOLEShares7.67K
TypeSH
Market value$3.3K
2.34%
Sole
0.00
Shared
0.00
None
7.67K
KINDER MORGAN INC DEL COM
SOLEShares94.47K
TypeSH
Market value$3.2K
2.25%
Sole
0.00
Shared
0.00
None
94.47K
BRISTOL-MYERS SQUIBB CO COM
SOLEShares51.37K
TypeSH
Market value$3.1K
2.21%
Sole
0.00
Shared
0.00
None
51.37K
ALPHABET INC CAP STK CL A
SOLEShares10.43K
TypeSH
Market value$3.0K
2.12%
Sole
0.00
Shared
0.00
None
10.43K
JOHNSON & JOHNSON COM
SOLEShares10.01K
TypeSH
Market value$2.4K
1.73%
Sole
0.00
Shared
0.00
None
10.01K
JPMORGAN CHASE & CO COM
SOLEShares7.83K
TypeSH
Market value$2.3K
1.63%
Sole
0.00
Shared
0.00
None
7.83K
CONSTELLATION ENERGY CORP COM
SOLEShares8.08K
TypeSH
Market value$2.3K
1.60%
Sole
0.00
Shared
0.00
None
8.08K
STARBUCKS CORP COM
SOLEShares24.14K
TypeSH
Market value$2.2K
1.53%
Sole
0.00
Shared
0.00
None
24.14K
SCHWAB U.S. LARGE-CAP ETF
SOLEShares83.79K
TypeSH
Market value$2.1K
1.52%
Sole
0.00
Shared
0.00
None
83.79K
PFIZER INC COM
SOLEShares76.40K
TypeSH
Market value$2.1K
1.52%
Sole
0.00
Shared
0.00
None
76.40K
AMERICAN ELEC PWR CO INC COM
SOLEShares16.12K
TypeSH
Market value$2.1K
1.50%
Sole
0.00
Shared
0.00
None
16.12K
RTX CORPORATION COM
SOLEShares9.85K
TypeSH
Market value$1.9K
1.35%
Sole
0.00
Shared
0.00
None
9.85K
ARES CAPITAL CORP COM
SOLEShares100.81K
TypeSH
Market value$1.8K
1.29%
Sole
0.00
Shared
0.00
None
100.81K
AMAZON COM INC COM
SOLEShares8.69K
TypeSH
Market value$1.8K
1.28%
Sole
0.00
Shared
0.00
None
8.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 32.23K | SH | $8.2K 5.80% | 0.00 | 0.00 | 32.23K |
EXXON MOBIL CORP COMSOLE | COM | 41.51K | SH | $7.0K 4.99% | 0.00 | 0.00 | 41.51K |
TJX COS INC NEW COMSOLE | COM | 38K | SH | $6.1K 4.30% | 0.00 | 0.00 | 38K |
MICROSOFT CORP COMSOLE | COM | 15.48K | SH | $5.7K 4.06% | 0.00 | 0.00 | 15.48K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | COM | 136.23K | SH | $4.2K 2.96% | 0.00 | 0.00 | 136.23K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COM | 8.55K | SH | $4.1K 2.90% | 0.00 | 0.00 | 8.55K |
VANGUARD INFORMATION TECHNOLOGY ETFSOLE | COM | 5.63K | SH | $3.9K 2.78% | 0.00 | 0.00 | 5.63K |
CISCO SYS INC COMSOLE | COM | 49.59K | SH | $3.8K 2.73% | 0.00 | 0.00 | 49.59K |
AT&T INC COMSOLE | COM | 118.99K | SH | $3.4K 2.45% | 0.00 | 0.00 | 118.99K |
HOWMET AEROSPACE INC COMSOLE | COM | 14.60K | SH | $3.4K 2.38% | 0.00 | 0.00 | 14.60K |
CHEVRON CORPORATION COMSOLE | COM | 16.01K | SH | $3.3K 2.35% | 0.00 | 0.00 | 16.01K |
SPDR GOLD SHARESSOLE | COM | 7.67K | SH | $3.3K 2.34% | 0.00 | 0.00 | 7.67K |
KINDER MORGAN INC DEL COMSOLE | COM | 94.47K | SH | $3.2K 2.25% | 0.00 | 0.00 | 94.47K |
BRISTOL-MYERS SQUIBB CO COMSOLE | COM | 51.37K | SH | $3.1K 2.21% | 0.00 | 0.00 | 51.37K |
ALPHABET INC CAP STK CL ASOLE | COM | 10.43K | SH | $3.0K 2.12% | 0.00 | 0.00 | 10.43K |
JOHNSON & JOHNSON COMSOLE | COM | 10.01K | SH | $2.4K 1.73% | 0.00 | 0.00 | 10.01K |
JPMORGAN CHASE & CO COMSOLE | COM | 7.83K | SH | $2.3K 1.63% | 0.00 | 0.00 | 7.83K |
CONSTELLATION ENERGY CORP COMSOLE | COM | 8.08K | SH | $2.3K 1.60% | 0.00 | 0.00 | 8.08K |
STARBUCKS CORP COMSOLE | COM | 24.14K | SH | $2.2K 1.53% | 0.00 | 0.00 | 24.14K |
SCHWAB U.S. LARGE-CAP ETFSOLE | COM | 83.79K | SH | $2.1K 1.52% | 0.00 | 0.00 | 83.79K |
PFIZER INC COMSOLE | COM | 76.40K | SH | $2.1K 1.52% | 0.00 | 0.00 | 76.40K |
AMERICAN ELEC PWR CO INC COMSOLE | COM | 16.12K | SH | $2.1K 1.50% | 0.00 | 0.00 | 16.12K |
RTX CORPORATION COMSOLE | COM | 9.85K | SH | $1.9K 1.35% | 0.00 | 0.00 | 9.85K |
ARES CAPITAL CORP COMSOLE | COM | 100.81K | SH | $1.8K 1.29% | 0.00 | 0.00 | 100.81K |
AMAZON COM INC COMSOLE | COM | 8.69K | SH | $1.8K 1.28% | 0.00 | 0.00 | 8.69K |
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