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Latest All Terrain Financial Advisors, LLC Stock Portfolio

$425Million– No. of Holdings #96

All Terrain Financial Advisors, LLC Performance:
2026 Q1: -2.83%YTD: -2.83%2025: 10.83%
Performance for 2026 Q1 is -2.83%, and YTD is -2.83%, and 2025 is 10.83%.

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 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, All Terrain Financial Advisors, LLC reported an equity portfolio of $425.2 Millions as of 31 Mar, 2026.

The top stock holdings of All Terrain Financial Advisors, LLC are SPY, IJR, LOW. The fund has invested 14.5% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 7.8% of portfolio in ISHARES TR.

The fund managers got completely rid off JOHNSON & JOHNSON (JNJ), ROBINHOOD MKTS INC (HOOD) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), EQUINOX GOLD CORP (EQX) and INTEL CORP (INTC). All Terrain Financial Advisors, LLC opened new stock positions in ISHARES ETHEREUM TR, TAIWAN SEMICONDUCTOR MANUFAC (TSM) and HIMS & HERS HEALTH INC (HIMS). The fund showed a lot of confidence in some stocks as they added substantially to UNION PAC CORP (UNP), ISHARES SILVER TR (SLV) and NETFLIX INC (NFLX).
All Terrain Financial Advisors, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026

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 -2.83% in the last quarter. In trailing 12 months, it's portfolio return was 11.73%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares ethereum tr500,988
taiwan semiconductor manufac412,637
hims & hers health inc369,528
caterpillar inc233,083
global x fds179,191
oneok inc new108,468
New stocks bought by All Terrain Financial Advisors, LLC

Additions

Ticker% Inc.
union pac corp128
ishares silver tr90.19
netflix inc60.25
cleancore solutions inc57.33
oracle corp53.85
mercadolibre inc50.00
blackstone inc38.93
intuitive surgical inc30.01
Additions to existing portfolio by All Terrain Financial Advisors, LLC

Reductions

Ticker% Reduced
palantir technologies inc-57.83
equinox gold corp-32.74
intel corp-23.76
alphabet inc-22.96
jpmorgan chase & co-21.61
walmart inc-14.7
colgate palmolive co-12.11
pepsico inc-11.77
All Terrain Financial Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
johnson & johnson-1,838,280
paypal hldgs inc-403,334
robinhood mkts inc-424,125
boston scientific corp-228,840
visa inc-204,815
mongodb inc-209,845
vanguard index fds-225,391
All Terrain Financial Advisors, LLC got rid off the above stocks

Sector Distribution

All Terrain Financial Advisors, LLC has about 52.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Financial Services
  • Communication Services
  • Utilities
Sector%
Others52.3
Technology13.6
Consumer Cyclical11.8
Industrials5.3
Consumer Defensive4.9
Healthcare3.5
Financial Services3.2
Communication Services2.7
Utilities1.8

Market Cap. Distribution

All Terrain Financial Advisors, LLC has about 46.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED52.3
MEGA-CAP24.2
LARGE-CAP22.4
MID-CAP1.1

Stocks belong to which Index?

About 47% of the stocks held by All Terrain Financial Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others52.8
S&P 50047
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
CVX
chevron corporation
35.6 %
AMAT
applied matls inc
33.0 %
cleancore solutions inc
28.4 %
TGT
target corp
24.0 %
Top 5 Winners ($)$
INTC
intel corp
1.0 M
HON
honeywell intl inc
0.5 M
CVX
chevron corporation
0.5 M
SO
southern co
0.4 M
T
at&t inc
0.3 M
Top 5 Losers (%)%
TTD
the trade desk inc
-39.5 %
SHOP
shopify inc
-26.3 %
MSFT
microsoft corp
-23.4 %
BX
blackstone inc
-22.6 %
ORCL
oracle corp
-21.1 %
Top 5 Losers ($)$
SPY
state str spdr s&p 500 etf t
-3.0 M
MSFT
microsoft corp
-2.1 M
AAPL
apple inc
-1.2 M
AMZN
amazon com inc
-0.8 M
LOW
lowes cos inc
-0.6 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 96 stocks in it's portfolio. About 45.8% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. INTC was the most profitable stock for All Terrain Financial Advisors, LLC last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions