Org Partners LLC Reduced Holdings in Q4 2025

Org Partners LLC

  • $474 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SMR
Nuscale Power Corp

Industrials
-510
- 96.23%
$22.45 - $53.43 $11.4K - $27.2K
20 $0
TMUS
T Mobile Us, Inc.

Communication Services
-23
- 3.93%
$201.01 - $233.26 $4.62K - $5.36K
562 $121K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-427
- 42.49%
$42.98 - $45.55 $18.4K - $19.4K
578 $25K
IRM
Iron Mountain Inc

Real Estate
-92
- 8.7%
$91.37 - $106.46 $8.41K - $9.79K
966 $88K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-303
- 1.18%
$50.83 - $51.07 $15.4K - $15.5K
25.3K $1.29M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-174
- 0.93%
$26.88 - $29.21 $4.68K - $5.08K
18.4K $502K
SNPS
Synopsys Inc

Technology
-20
- 19.42%
$389.83 - $489.36 $7.8K - $9.79K
83 $32K
DCOMP
Dime Cmnty Bancshares Inc New

Financial Services
-800
- 14.81%
$18.6 - $19.4 $14.9K - $15.5K
4.6K $86K
DLR
Digital Realty Trust, Inc.

Real Estate
-13
- 1.28%
$158.11 - $179.28 $2.06K - $2.33K
1K $158K
HP
Helmerich & Payne, Inc.

Energy
-810
- 85.71%
$21.85 - $27.83 $17.7K - $22.5K
135 $3K
GNRC
Generac Holdings Inc.

Industrials
-65
- 17.62%
$151.21 - $195.77 $9.83K - $12.7K
304 $45K
MSTR
Microstrategy Inc

Technology
-1
- 0.79%
$199.75 - $359.69 $200 - $360
125 $24K
LEU
Centrus Energy Corp

Energy
-25
- 14.79%
$250.0 - $448.52 $6.25K - $11.2K
144 $36K
IT
Gartner Inc

Technology
-59
- 80.82%
$226.44 - $258.17 $13.4K - $15.2K
14 $3K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-900
- 2.03%
$25.85 - $27.19 $23.3K - $24.5K
43.3K $1.15M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-106
- 2.68%
$161.21 - $171.97 $17.1K - $18.2K
3.85K $635K
CPNG
Coupang, Inc.

Consumer Cyclical
-445
- 63.57%
$28.22 - $32.56 $12.6K - $14.5K
255 $7K
MCO
Moodys Corp

Financial Services
-31
- 40.79%
$468.56 - $495.08 $14.5K - $15.3K
45 $21K
DGRO
Ishares Core Dividend Growth E

ETFs
-292
- 2.36%
$66.93 - $69.17 $19.5K - $20.2K
12.1K $828K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-738
- 2.92%
$55.63 - $58.98 $41.1K - $43.5K
24.5K $1.44M
JHSC
John Hancock ETF Tr Multifacto

ETFs
-340
- 22.62%
$40.5 - $42.62 $13.8K - $14.5K
1.16K $47K
ETR
Entergy Corp

Utilities
-193
- 11.46%
$93.4 - $97.65 $18K - $18.8K
1.49K $141K
PEAK
Healthpeak Properties, Inc.

Real Estate
-735
- 52.58%
N/A
663 $12K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-106
- 26.5%
$91.7 - $105.68 $9.72K - $11.2K
294 $29K
TXN
Texas Instruments Inc

Technology
-69
- 4.19%
N/A
1.58K $306K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-181
- 55.35%
$76.84 - $80.86 $13.9K - $14.6K
146 $11K
FNV
Franco Nevada Corp

Basic Materials
-34
- 11.76%
$183.97 - $222.27 $6.25K - $7.56K
255 $50K
CVNA
Carvana Co.

Consumer Cyclical
-27
- 30.68%
$290.14 - $395.41 $7.83K - $10.7K
61 $19K
GLD
Spdr Gold Trust

ETFs
-200
- 6.76%
$354.79 - $403.15 $71K - $80.6K
2.76K $1.04M
CMCSA
Comcast Corp

Communication Services
-85
- 3.45%
$26.98 - $31.09 $2.29K - $2.64K
2.38K $64K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-53
- 21.54%
$402.9 - $437.15 $21.4K - $23.2K
193 $83K
EEM
Ishares Msci Emerging Markets

ETFs
-281
- 17.16%
$51.94 - $56.01 $14.6K - $15.7K
1.36K $74K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-150
- 4.72%
$74.09 - $75.1 $11.1K - $11.3K
3.03K $224K
IONQ
Ion Q, Inc.

Technology
-180
- 75.0%
$45.4 - $82.09 $8.17K - $14.8K
60 $2K
OXY
Occidental Petroleum Corp

Energy
-221
- 31.0%
$39.75 - $47.72 $8.78K - $10.5K
492 $21K
VEA
Vanguard Ftse Developed Market

ETFs
-460
- 4.08%
$59.18 - $62.09 $27.2K - $28.6K
10.8K $662K
VOT
Vanguard Mid Cap Growth Index

ETFs
-39
- 60.94%
$279.76 - $298.12 $10.9K - $11.6K
25 $6K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-81
- 0.99%
$50.67 - $52.58 $4.1K - $4.26K
8.11K $411K
ZTS
Zoetis Inc.

Healthcare
-30
- 12.66%
$118.8 - $147.53 $3.56K - $4.43K
207 $24K
BTG
B2 Gold Corp

Basic Materials
-190
- 1.65%
$3.8 - $5.94 $722 - $1.13K
11.3K $46K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-103
- 1.13%
$48.11 - $49.01 $4.96K - $5.05K
9.04K $434K
VICI
Vici Properties Inc.

Real Estate
-255
- 66.75%
$29.52 - $32.91 $7.53K - $8.39K
127 $3K
COF
Capital One Financial Corp

Financial Services
-27
- 8.6%
$201.01 - $225.01 $5.43K - $6.08K
287 $57K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-874
- 6.18%
$27.18 - $28.91 $23.8K - $25.3K
13.3K $376K
SE
Sea LTD

Consumer Cyclical
-15
- 8.82%
$140.04 - $192.69 $2.1K - $2.89K
155 $21K
RGTI
Rigetti Computing, Inc.

Technology
-290
- 74.36%
$25.2 - $56.12 $7.31K - $16.3K
100 $2K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-158
- 7.57%
$52.76 - $53.18 $8.34K - $8.4K
1.93K $101K
ALV
Autoliv Inc

Consumer Cyclical
-56
- 25.57%
$115.59 - $128.01 $6.47K - $7.17K
163 $19K
ON
On Semiconductor Corp

Technology
-164
- 50.93%
$45.74 - $55.08 $7.5K - $9.03K
158 $7K
Activity Summary
Buys All Purchases 888 New Holdings 253 Increased Positions 635 Sells All Sells 353 Reductions 353 Sold out 0 Options Calls 0 Puts 0
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