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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
-2.28%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$425M
AUM Growth
-$7.14M
Cap. Flow
+$8.76M
Cap. Flow %
2.06%
Top 10 Hldgs %
59.63%
Holding
158
New
31
Increased
45
Reduced
36
Closed
10

Top Buys

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$4.32M
2
NVDA icon
NVIDIA
NVDA
+$1.82M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$725K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$572K

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.84M
2
INTC icon
Intel
INTC
+$1.63M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$817K
4
PLTR icon
Palantir
PLTR
+$700K
5
USB icon
US Bancorp
USB
+$453K

Sector Composition

Rank Sector Weight
1 Technology 10.3%
2 Consumer Discretionary 8.87%
3 Industrials 4.01%
4 Consumer Staples 3.63%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
76
PUT
Netflix
NFLX
$285B
$635K 0.15%
+6,600
New +$582K
ORCL icon
77
PUT
Oracle
ORCL
$362B
$633K 0.15%
4,300
+2,100
+95% +$341K
CSCO icon
78
Cisco
CSCO
$442B
$596K 0.14%
7,676
– –
JPM icon
79
JPMorgan Chase
JPM
$926B
$589K 0.14%
2,002
-552
-22% -$168K
T icon
80
PUT
AT&T
T
$160B
$528K 0.12%
18,200
+8,900
+96% +$238K
MELI icon
81
Mercado Libre
MELI
$91.2B
$519K 0.12%
300
+100
+50% +$193K
ETHA
82
iShares Ethereum Trust ETF
ETHA
$5.43B
$501K 0.12%
+31,648
New +$572K
ETHA
83
PUT
iShares Ethereum Trust ETF
ETHA
$5.43B
$489K 0.12%
+30,900
New +$559K
PLTR icon
84
Palantir
PLTR
$299B
$488K 0.11%
3,337
-4,576
-58% -$700K
SLV icon
85
PUT
iShares Silver Trust
SLV
$28.8B
$477K 0.11%
+7,000
New +$532K
LW icon
86
Lamb Weston
LW
$6.63B
$473K 0.11%
11,200
– –
LW icon
87
PUT
Lamb Weston
LW
$6.63B
$473K 0.11%
11,200
– –
SWK icon
88
PUT
Stanley Black & Decker
SWK
$13.9B
$448K 0.11%
6,300
+1,500
+31% +$120K
TRV icon
89
Travelers Companies
TRV
$77.6B
$436K 0.1%
1,495
– –
XLF icon
90
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$416K 0.1%
8,428
-99
-1% -$5.16K
TSM icon
91
TSMC
TSM
$2.18T
$413K 0.1%
+1,221
New +$420K
IJK icon
92
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$411K 0.1%
4,086
– –
ANET icon
93
Arista Networks
ANET
$220B
$393K 0.09%
3,200
– –
IJT icon
94
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.26B
$387K 0.09%
2,677
-78
-3% -$11.6K
TTD icon
95
Trade Desk
TTD
$8.26B
$379K 0.09%
16,700
+1,000
+6% +$28.9K
HIMS icon
96
Hims & Hers Health
HIMS
$7.33B
$370K 0.09%
+17,800
New +$420K
HIMS icon
97
PUT
Hims & Hers Health
HIMS
$7.33B
$370K 0.09%
+17,800
New +$420K
ISRG icon
98
PUT
Intuitive Surgical
ISRG
$122B
$369K 0.09%
800
– –
XLU icon
99
State Street Utilities Select Sector SPDR ETF
XLU
$23.9B
$361K 0.08%
7,860
+10
+0.1% +$449
TTD icon
100
PUT
Trade Desk
TTD
$8.26B
$356K 0.08%
15,700
– –
2 3
4
5 6

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FMTC
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TCWM
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EA
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BMC
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MPPLM
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CPIM
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OGM
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All Terrain Financial Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, All Terrain Financial Advisors held 158 positions worth $425M, down 1.7% from $432M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

All Terrain Financial Advisors's Q1 2026 filing shows 31 new, 45 increased, 36 reduced and 10 closed positions. Its largest new stake was iShares Ethereum Trust ETF: 31,648 shares worth $501K. The largest sale was Johnson & Johnson, an estimated $1.84M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • All Terrain Financial Advisors's largest Q1 2026 buy was iShares Ethereum Trust ETF: 31,648 shares worth $501K.
  • All Terrain Financial Advisors added most to Union Pacific in Q1 2026, an estimated $4.32M increase.
  • All Terrain Financial Advisors's biggest Q1 2026 reduction was Intel, cutting an estimated $1.63M.
  • All Terrain Financial Advisors fully exited Johnson & Johnson in Q1 2026, selling an estimated $1.84M.
  • All Terrain Financial Advisors's ten largest holdings make up 60% of its $425M portfolio in Q1 2026.
  • All Terrain Financial Advisors opened 31 new positions and closed 10 in Q1 2026.
  • All Terrain Financial Advisors's portfolio value fell 1.7% quarter-over-quarter to $425M.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.