All Terrain Financial Advisors, LLC

All Terrain Financial Advisors, LLC reported 158 holdings worth US$615M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

All Terrain Financial Advisors, LLC reported 158 holdings worth US$615M as of Jun 30, 2026. Largest: Lowe's Companies, Inc., Apple Inc and Nvidia Corporation. Filed Aug 11, 2026 (Form 13F).

Holdings
158
Value as reported
US$615M

The filing in full

CompanySharesValue as reported% of portfolio
Lowe's Companies, Inc.120KUS$26.4M4.3%
Apple Inc66,655US$19.3M3.1%
Nvidia Corporation57,534US$11.5M1.9%
Intel Corporation77,323US$10.8M1.8%
Blackstone Secured Lending Fund390KUS$9.25M1.5%
Microsoft Corp.24,248US$9.04M1.5%
Union Pacific Corporation31,360US$8.53M1.4%
Amazon.com, Inc.34,383US$8.19M1.3%
Alphabet Inc (google) Class C16,230US$5.8M0.94%
Micron Technology, Inc.4,200US$4.85M0.79%
U.s. Bancorp74,102US$4.48M0.73%
Southern Company (the)36,682US$3.51M0.57%
Colgate-palmolive Company36,152US$3.31M0.54%
Advanced Micro Devices Inc5,534US$3.21M0.52%
Tesla, Inc.7,613US$3.2M0.52%
Prudential Financial, Inc.28,526US$3.08M0.50%
Berkshire Hathaway Inc.5,552US$2.78M0.45%
Pepsico, Inc.19,548US$2.65M0.43%
Stanley Black & Decker, Inc.27,180US$2.56M0.42%
Kimberly-clark Corporation22,215US$2.44M0.40%
Dominion Energy, Inc.35,566US$2.43M0.40%
Abbvie Inc.9,550US$2.4M0.39%
Unitedhealth Group Incorporated5,339US$2.22M0.36%
Conagra Brands, Inc.163KUS$2.2M0.36%
Amgen Inc.5,665US$2.05M0.33%
3m Company12,639US$2.05M0.33%
At&t Inc.81,865US$1.69M0.28%
Meta Platforms, Inc.2,829US$1.59M0.26%
Intuitive Surgical, Inc.3,899US$1.55M0.25%
Target Corporation11,776US$1.54M0.25%
Merck & Company, Inc.11,900US$1.53M0.25%
Chevron Corporation9,136US$1.51M0.25%
Procter & Gamble Company (the)8,853US$1.3M0.21%
Clorox Company (the)12,423US$1.19M0.19%
Qualcomm Incorporated6,404US$1.18M0.19%
Rtx Corporation6,051US$1.15M0.19%
Occidental Petroleum Corporation22,600US$1.1M0.18%
Oracle Corporation6,601US$967K0.16%
Netflix, Inc.12,235US$874K0.14%
Cisco Systems, Inc.7,256US$852K0.14%
Goldman Sachs Group, Inc. (the)830US$839K0.14%
American Express Company2,259US$764K0.12%
Applied Materials, Inc.1,000US$723K0.12%
Walmart Inc.6,308US$714K0.12%
Equinox Gold Corp.71,695US$697K0.11%
Exxon Mobil Corporation5,061US$692K0.11%
Wells Fargo & Company8,351US$690K0.11%
Jp Morgan Chase & Co.2,003US$656K0.11%
Hims & Hers Health, Inc.17,800US$617K0.10%
Goldman Sachs Bdc, Inc.63,494US$602K0.10%
Taiwan Semiconductor Manufacturing Co., Ltd.1,221US$583K0.09%
Arista Networks, Inc.3,200US$544K0.09%
Mercadolibre, Inc.300US$509K0.08%
The Travelers Companies, Inc.1,495US$494K0.08%
Eli Lilly And Company395US$474K0.08%
Citigroup, Inc.3,098US$434K0.07%
Palantir Technologies Inc.3,371US$393K0.06%
Coca-cola Company (the)4,476US$364K0.06%
Caterpillar, Inc.329US$350K0.06%
Blackstone Inc.2,869US$338K0.05%
Bank Of America Corporation5,700US$325K0.05%
Boeing Company (the)1,500US$325K0.05%
Ameriprise Financial, Inc.623US$286K0.05%
Shopify Inc.2,305US$263K0.04%
Crowdstrike Holdings, Inc.320US$244K0.04%
Starbucks Corporation2,208US$226K0.04%
Verizon Communications Inc.5,162US$219K0.04%
Visa Inc.584US$200K0.03%
Texas Instruments Incorporated493US$147K0.02%
Cleancore Solutions Inc.23,600US$19,352<0.01%
Honeywell International Inc.0US$00.00%
Lamb Weston Holdings, Inc.0US$00.00%
Mp Materials Corp.0US$00.00%
Oneok, Inc.0US$00.00%
The Trade Desk, Inc.0US$00.00%
Abbott Laboratories0US$00.00%

Source

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