Latest All Terrain Financial Advisors, LLC Stock Portfolio

All Terrain Financial Advisors, LLC Performance:

2025 Q3: 7.35%YTD: 9.1%2024: 15.38%

Performance for 2025 Q3 is 7.35%, and YTD is 9.1%, and 2024 is 15.38%.

About All Terrain Financial Advisors, LLC and 13F Hedge Fund Stock Holdings

All Terrain Financial Advisors, LLC is a hedge fund based in COON RAPIDS, MN. On 24-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $234.7 Millions. In it's latest 13F Holdings report, All Terrain Financial Advisors, LLC reported an equity portfolio of $399.5 Millions as of 30 Sep, 2025.

The top stock holdings of All Terrain Financial Advisors, LLC are SPY, LOW, IJR. The fund has invested 14.9% of it's portfolio in SPDR S&P 500 ETF TR and 8.1% of portfolio in LOWES COS INC.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), HUBSPOT INC (HUBS) and STARBUCKS CORP (SBUX) stocks. They significantly reduced their stock positions in AT&T INC (T), AMGEN INC (AMGN) and SOUTHERN CO (SO). All Terrain Financial Advisors, LLC opened new stock positions in MEDTRONIC PLC (MDT), STANLEY BLACK & DECKER INC (SWK) and CHEVRON CORP NEW (CVX). The fund showed a lot of confidence in some stocks as they added substantially to RTX CORPORATION (RTX), TESLA INC (TSLA) and CONAGRA BRANDS INC (CAG).

All Terrain Financial Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that All Terrain Financial Advisors, LLC made a return of 7.35% in the last quarter. In trailing 12 months, it's portfolio return was 8.38%.

New Buys

Ticker	$ Bought
medtronic plc	3,929,130
stanley black & decker inc	2,310,100
chevron corp new	1,440,430
the trade desk inc	769,457
lamb weston hldgs inc	650,496
mp materials corp	395,713
ishares silver tr	277,185
vaneck etf trust	214,302

New stocks bought by All Terrain Financial Advisors, LLC

Additions

Ticker	% Inc.
rtx corporation	139
tesla inc	104
conagra brands inc	68.57
intel corp	50.21
alphabet inc	42.79
unitedhealth group inc	31.79
ishares bitcoin trust etf	29.41
pepsico inc	24.19

Additions to existing portfolio by All Terrain Financial Advisors, LLC

Reductions

Ticker	% Reduced
at&t inc	-21.59
amgen inc	-20.15
southern co	-14.9
microsoft corp	-14.25
walmart inc	-12.39
jpmorgan chase & co.	-9.14
us bancorp del	-7.8
honeywell intl inc	-7.2

All Terrain Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
starbucks corp	-202,319
select sector spdr tr	-224,830
hubspot inc	-222,652

All Terrain Financial Advisors, LLC got rid off the above stocks

Sector Distribution

All Terrain Financial Advisors, LLC has about 50.6% of it's holdings in Others sector.

Sector	%
Others	50.6
Consumer Cyclical	13.6
Technology	12.8
Consumer Defensive	5.9
Healthcare	4.1
Financial Services	3.9
Industrials	3.6
Communication Services	2.8
Utilities	2

Market Cap. Distribution

All Terrain Financial Advisors, LLC has about 49.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	50.6
LARGE-CAP	29.2
MEGA-CAP	19.9

Stocks belong to which Index?

About 48.4% of the stocks held by All Terrain Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.6
S&P 500	48.4

Top 5 Winners (%)		%
HOOD	robinhood mkts inc	50.8 %
ANET	arista networks inc	42.4 %
MU	micron technology inc	35.8 %
PLTR	palantir technologies inc	32.0 %
GOOG	alphabet inc	29.7 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	4.3 M
LOW	lowes cos inc	3.8 M
IJR	ishares tr	3.3 M
AAPL	apple inc	3.0 M
INTC	intel corp	1.1 M

Top 5 Losers (%)		%
ISRG	intuitive surgical inc	-17.7 %
CL	colgate palmolive co	-12.1 %
NFLX	netflix inc	-10.5 %
PYPL	paypal hldgs inc	-9.8 %
HON	honeywell intl inc	-9.6 %

Top 5 Losers ($)		$
CL	colgate palmolive co	-0.5 M
HON	honeywell intl inc	-0.5 M
CAG	conagra brands inc	-0.2 M
ISRG	intuitive surgical inc	-0.2 M
KMB	kimberly-clark corp	-0.1 M

All Terrain Financial Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of All Terrain Financial Advisors, LLC

All Terrain Financial Advisors, LLC has 94 stocks in it's portfolio. About 47.6% of the portfolio is in top 10 stocks. CL proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for All Terrain Financial Advisors, LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.63	56,908	14,490,400	reduced	-5.49

ABBV	abbvie inc	0.55	9,550	2,211,210	unchanged	0.00

ABT	abbott labs	0.06	1,804	241,628	unchanged	0.00

AFK	vaneck etf trust	1.14	178,730	4,570,130	reduced	-0.65

AFK	vaneck etf trust	0.05	2,805	214,302	new

ALCC	oklo inc	0.04	1,400	156,282	new

AMAT	applied matls inc	0.05	1,000	204,740	new

AMD	advanced micro devices inc	0.12	2,934	474,692	added	4.04

AMGN	amgen inc	0.40	5,591	1,577,890	reduced	-20.15

AMP	ameriprise finl inc	0.08	623	306,049	unchanged	0.00

AMZN	amazon com inc	1.93	35,095	7,705,810	added	0.31

ANET	arista networks inc	0.12	3,200	466,272	unchanged	0.00

AXP	american express co	0.19	2,259	750,349	unchanged	0.00

BA	boeing co	0.08	1,500	323,745	unchanged	0.00

BAC	bank america corp	0.06	4,600	237,314	unchanged	0.00

BIL	spdr series trust	1.23	161,986	4,906,570	reduced	-0.64

BX	blackstone inc	0.09	2,050	350,162	reduced	-2.33

C	citigroup inc	0.08	3,128	317,492	unchanged	0.00

CAG	conagra brands inc	0.85	185,862	3,403,130	added	68.57

CL	colgate palmolive co	0.87	43,312	3,462,330	reduced	-0.3