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All Terrain Financial Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
+1.83%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$432M
AUM Growth
+$32.8M
Cap. Flow
+$43.7M
Cap. Flow %
10.1%
Top 10 Hldgs %
60%
Holding
144
New
6
Increased
55
Reduced
32
Closed
17

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$2.55M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.44M
3
AAPL icon
Apple
AAPL
+$2.23M
4
UNP icon
Union Pacific
UNP
+$1.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.64M

Top Sells

Rank Stock Value
1
LOW icon
Lowe's Companies
LOW
+$2.23M
2
JPM icon
JPMorgan Chase
JPM
+$767K
3
HON icon
Honeywell
HON
+$433K
4
D icon
Dominion Energy
D
+$259K
5
USB icon
US Bancorp
USB
+$258K

Sector Composition

Rank Sector Weight
1 Technology 10.69%
2 Consumer Discretionary 9.08%
3 Consumer Staples 3.85%
4 Financials 3.33%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
26
Colgate-Palmolive
CL
$74.1B
$3.25M 0.75%
41,182
-2,130
-5% -$167K
PEP icon
27
PepsiCo
PEP
$189B
$3.18M 0.74%
22,144
-1,316
-6% -$193K
UNP icon
28
Union Pacific
UNP
$175B
$3.17M 0.73%
13,710
+7,671
+127% +$1.75M
CAG icon
29
Conagra Brands
CAG
$7.11B
$3.06M 0.71%
176,971
-8,891
-5% -$158K
NVDA icon
30
PUT
NVIDIA
NVDA
$5.3T
$2.52M 0.58%
13,500
+2,400
+22% +$447K
KMB icon
31
Kimberly-Clark
KMB
$36.1B
$2.5M 0.58%
24,779
-1,444
-6% -$158K
INTC icon
32
PUT
Intel
INTC
$503B
$2.32M 0.54%
63,000
+9,000
+17% +$340K
GOOG icon
33
PUT
Alphabet (Google) Class C
GOOG
$4.36T
$2.29M 0.53%
7,300
+300
+4% +$85.9K
SWK icon
34
Stanley Black & Decker
SWK
$15.3B
$2.25M 0.52%
30,294
-785
-3% -$55.3K
ABBV icon
35
AbbVie
ABBV
$431B
$2.18M 0.5%
9,550
– –
TOTL icon
36
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.02B
$2.17M 0.5%
53,917
+954
+2% +$38.6K
MDY icon
37
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$2.15M 0.5%
3,563
-117
-3% -$70K
MMM icon
38
3M
MMM
$93.2B
$2.11M 0.49%
13,163
+306
+2% +$50K
PRU icon
39
Prudential Financial
PRU
$41.9B
$2.1M 0.49%
18,597
-488
-3% -$52.3K
AMGN icon
40
Amgen
AMGN
$219B
$2M 0.46%
6,113
+522
+9% +$166K
UNH icon
41
UnitedHealth
UNH
$367B
$1.92M 0.45%
5,830
+5
+0.1% +$1.69K
TSLA icon
42
Tesla
TSLA
$1.26T
$1.89M 0.44%
4,213
+100
+2% +$44.3K
META icon
43
Meta Platforms (Facebook)
META
$1.5T
$1.89M 0.44%
2,862
+29
+1% +$19.4K
T icon
44
AT&T
T
$162B
$1.88M 0.44%
75,792
-497
-0.7% -$12.6K
UNH icon
45
PUT
UnitedHealth
UNH
$367B
$1.85M 0.43%
5,600
– –
JNJ icon
46
Johnson & Johnson
JNJ
$619B
$1.84M 0.43%
8,883
+39
+0.4% +$7.71K
MSFT icon
47
PUT
Microsoft
MSFT
$3.71T
$1.84M 0.43%
3,800
+300
+9% +$150K
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.79M 0.41%
3,552
+531
+18% +$264K
D icon
49
Dominion Energy
D
$58.8B
$1.76M 0.41%
30,124
-4,297
-12% -$259K
TSLA icon
50
PUT
Tesla
TSLA
$1.26T
$1.75M 0.41%
3,900
+200
+5% +$88.7K
1
2
3 4 5

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All Terrain Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, All Terrain Financial Advisors held 144 positions worth $432M, up 8.2% from $400M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

All Terrain Financial Advisors deployed $43.7M of net new capital in Q4 2025, opening 6 new positions and adding to 55 existing holdings. Its largest new stake was Mercado Libre: 200 shares worth $403K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.8% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was Lowe's Companies, an estimated $2.23M trimmed.

  • All Terrain Financial Advisors's largest Q4 2025 buy was Mercado Libre: 200 shares worth $403K.
  • All Terrain Financial Advisors added most to NVIDIA in Q4 2025, an estimated $2.55M increase.
  • All Terrain Financial Advisors's biggest Q4 2025 reduction was Lowe's Companies, cutting an estimated $2.23M.
  • All Terrain Financial Advisors fully exited Fiserv Inc in Q4 2025, selling an estimated $206K.
  • All Terrain Financial Advisors's ten largest holdings make up 60% of its $432M portfolio in Q4 2025.
  • All Terrain Financial Advisors opened 6 new positions and closed 17 in Q4 2025.
  • All Terrain Financial Advisors's portfolio value rose 8.2% quarter-over-quarter to $432M.

Based on All Terrain Financial Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.