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ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
+9.54%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$400M
AUM Growth
+$50.9M
Cap. Flow
+$19.5M
Cap. Flow %
4.88%
Top 10 Hldgs %
59.93%
Holding
143
New
26
Increased
35
Reduced
37
Closed
5

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$3.79M
2
SWK icon
Stanley Black & Decker
SWK
+$2.28M
3
CAG icon
Conagra Brands
CAG
+$1.45M
4
CVX icon
Chevron
CVX
+$1.44M
5
INTC icon
Intel
INTC
+$1.23M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.56M
2
AAPL icon
Apple
AAPL
+$747K
3
SO icon
Southern Company
SO
+$697K
4
T icon
AT&T
T
+$597K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 10.54%
2 Technology 9.76%
3 Consumer Staples 4.61%
4 Financials 3.53%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
51
Amgen
AMGN
$222B
$1.58M 0.39%
5,591
-1,411
-20% -$409K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.52M 0.38%
3,021
+48
+2% +$23.2K
CVX icon
53
Chevron
CVX
$366B
$1.44M 0.36%
+9,276
New +$1.44M
UNP icon
54
Union Pacific
UNP
$174B
$1.43M 0.36%
6,039
-20
-0.3% -$4.51K
PG icon
55
Procter & Gamble
PG
$339B
$1.43M 0.36%
9,279
-324
-3% -$50.6K
PLTR icon
56
Palantir
PLTR
$413B
$1.41M 0.35%
7,733
+320
+4% +$51.9K
AAPL icon
57
PUT
Apple
AAPL
$4.57T
$1.3M 0.33%
5,100
+700
+16% +$158K
PLTR icon
58
PUT
Palantir
PLTR
$413B
$1.11M 0.28%
6,100
+400
+7% +$64.8K
RTX icon
59
RTX Corp
RTX
$301B
$1M 0.25%
6,001
+3,500
+140% +$543K
EQX icon
60
Equinox Gold
EQX
$13.5B
$971K 0.24%
86,586
– –
VTI icon
61
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$916K 0.23%
2,792
– –
WFC icon
62
Wells Fargo
WFC
$264B
$911K 0.23%
10,871
-595
-5% -$48.3K
IVW icon
63
iShares S&P 500 Growth ETF
IVW
$77.6B
$883K 0.22%
7,318
– –
NFLX icon
64
Netflix
NFLX
$309B
$808K 0.2%
6,740
-60
-0.9% -$7.32K
TTD icon
65
Trade Desk
TTD
$6.49B
$769K 0.19%
+15,700
New +$996K
TTD icon
66
PUT
Trade Desk
TTD
$6.49B
$769K 0.19%
+15,700
New +$996K
AMZN icon
67
PUT
Amazon
AMZN
$2.96T
$768K 0.19%
3,500
+1,200
+52% +$272K
ISRG icon
68
Intuitive Surgical
ISRG
$134B
$760K 0.19%
1,699
– –
AXP icon
69
American Express
AXP
$230B
$750K 0.19%
2,259
– –
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$4.33T
$725K 0.18%
2,982
+502
+20% +$105K
WMT icon
71
Walmart Inc
WMT
$890B
$712K 0.18%
6,913
-978
-12% -$97.4K
GLD icon
72
SPDR Gold Trust
GLD
$141B
$671K 0.17%
1,887
-98
-5% -$31.2K
LW icon
73
Lamb Weston
LW
$7.19B
$650K 0.16%
+11,200
New +$612K
LW icon
74
PUT
Lamb Weston
LW
$7.19B
$650K 0.16%
+11,200
New +$612K
RTX icon
75
PUT
RTX Corp
RTX
$301B
$586K 0.15%
+3,500
New +$543K
1 2
3
4 5

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OGM
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AFWM
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WPW
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SGA
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All Terrain Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, All Terrain Financial Advisors held 143 positions worth $400M, up 15% from $349M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

All Terrain Financial Advisors deployed $19.5M of net new capital in Q3 2025, opening 26 new positions and adding to 35 existing holdings. Its largest new stake was Medtronic: 41,255 shares worth $3.93M.

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

On the sell side, the largest reduction was Microsoft, an estimated $1.56M trimmed.

  • All Terrain Financial Advisors's largest Q3 2025 buy was Medtronic: 41,255 shares worth $3.93M.
  • All Terrain Financial Advisors added most to Conagra Brands in Q3 2025, an estimated $1.45M increase.
  • All Terrain Financial Advisors's biggest Q3 2025 reduction was Microsoft, cutting an estimated $1.56M.
  • All Terrain Financial Advisors fully exited State Street Health Care Select Sector SPDR ETF in Q3 2025, selling an estimated $225K.
  • All Terrain Financial Advisors's ten largest holdings make up 60% of its $400M portfolio in Q3 2025.
  • All Terrain Financial Advisors opened 26 new positions and closed 5 in Q3 2025.
  • All Terrain Financial Advisors's portfolio value rose 15% quarter-over-quarter to $400M.

Based on All Terrain Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.