Org Partners LLC Incresed Positions in Q4 2025

Org Partners LLC

  • $474 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
6.64K
+ 64.9%
$45.98 - $50.93 $305K - $338K
16.9K $799K
XLE
Energy Sector Spdr

ETFs
2.9K
+ 610.74%
$85.22 - $92.02 $247K - $267K
3.38K $310K
IBM
International Business Machines Corp

Technology
705
+ 25.55%
$275.97 - $314.98 $195K - $222K
3.46K $1.03M
MMSI
Merit Medical Systems Inc

Healthcare
2.85K
+ 68.1%
$78.99 - $89.39 $225K - $255K
7.03K $598K
CRWD
Crowd Strike Holdings, Inc.

Technology
348
+ 30.63%
$482.23 - $557.53 $168K - $194K
1.48K $797K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.2K
+ 18.25%
$67.15 - $70.77 $215K - $226K
20.7K $1.44M
CGDV
Capital Group Divid Value ETF

ETFs
5.12K
+ 34.58%
$41.33 - $43.47 $211K - $222K
19.9K $853K
XLF
Financial Sector Spdr

ETFs
4.4K
+ 94.76%
$51.76 - $53.77 $228K - $236K
9.04K $473K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.63K
+ 48.86%
$136.84 - $145.3 $223K - $236K
4.96K $678K
ITA
Ishares Tr

ETFs
972
+ 28.21%
$205.04 - $218.9 $199K - $213K
4.42K $909K
WMT
Walmart Inc.

Consumer Defensive
1.79K
+ 28.81%
$101.18 - $109.03 $181K - $195K
8.01K $824K
MNST
Monster Beverage Corp

Consumer Defensive
2.34K
+ 53.05%
$66.31 - $71.91 $155K - $168K
6.74K $480K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.5K
+ 3820.0%
$12.5 - $18.02 $143K - $207K
11.8K $177K
CGCP
Capital Group Core Plus Income

ETFs
7.31K
+ 40.96%
$22.64 - $22.98 $165K - $168K
25.2K $569K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.16K
+ 8.0%
$61.02 - $63.76 $132K - $138K
29.1K $1.83M
IWS
Ishares Russell Midcap Value E

ETFs
1.19K
+ 33.37%
$135.66 - $140.93 $161K - $168K
4.75K $655K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.04K
+ 1179.46%
$49.98 - $50.59 $152K - $154K
3.3K $165K
WPC
W. P. Carey Inc.

Real Estate
2.24K
+ 146.95%
$65.26 - $69.2 $146K - $155K
3.77K $255K
XLU
Utilities Sector Spdr

ETFs
1.67K
+ 163.27%
$87.89 - $92.9 $147K - $155K
2.69K $238K
RTX
Raytheon Technologies Corp

Industrials
800
+ 78.43%
$157.0 - $179.44 $126K - $144K
1.82K $319K
MU
Micron Technology Inc

Technology
407
+ 73.73%
$181.6 - $253.3 $73.9K - $103K
959 $236K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.99K
+ 12.16%
$47.34 - $48.01 $142K - $144K
27.6K $1.31M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
4.18K
+ 16.39%
$30.62 - $31.9 $128K - $133K
29.7K $924K
MDT
Medtronic PLC

Healthcare
1.31K
+ 58.08%
$90.06 - $98.43 $118K - $129K
3.56K $342K
XLI
Industrial Sector Spdr

ETFs
825
+ 50.0%
$149.9 - $155.79 $124K - $129K
2.48K $376K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
672
+ 70.74%
$124.39 - $154.88 $83.6K - $104K
1.62K $247K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.31K
+ 44.88%
$94.02 - $97.61 $123K - $127K
4.22K $398K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.17K
+ 15.11%
$99.87 - $101.27 $117K - $119K
8.94K $893K
AVGO
Broadcom Inc.

Technology
165
+ 3.68%
$324.63 - $385.98 $53.6K - $63.7K
4.64K $1.59M
ABBV
Abb Vie Inc.

Healthcare
417
+ 7.67%
$211.96 - $244.38 $88.4K - $102K
5.86K $1.37M
GD
General Dynamics Corp

Industrials
317
+ 171.35%
$330.59 - $353.77 $105K - $112K
502 $172K
DUK
Duke Energy Corp

Utilities
809
+ 108.59%
$121.57 - $129.03 $98.4K - $104K
1.55K $194K
JPM
Jpmorgan Chase & CO

Financial Services
499
+ 13.79%
$294.11 - $320.41 $147K - $160K
4.12K $1.24M
VB
Vanguard Small Cap ETF

ETFs
365
+ 198.37%
$248.1 - $260.08 $90.6K - $94.9K
549 $137K
APH
Amphenol Corp

Technology
44
+ 0.53%
$121.7 - $143.85 $5.35K - $6.33K
8.39K $1.12M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.48K
+ 315.81%
$56.0 - $63.38 $82.8K - $93.7K
1.95K $114K
EMB
Ishares Tr

ETFs
802
+ 7.54%
$94.63 - $97.03 $75.9K - $77.8K
11.4K $1.1M
PAVE
Global X Fds Us Infrastructure

ETFs
2.19K
+ 7.58%
$46.42 - $48.56 $102K - $107K
31.1K $1.46M
SYY
Sysco Corp

Consumer Defensive
1.12K
+ 216.89%
$72.9 - $83.27 $81.4K - $93K
1.63K $121K
PM
Philip Morris International Inc.

Consumer Defensive
896
+ 14.35%
$144.33 - $160.86 $129K - $144K
7.14K $1.09M
CAT
Caterpillar Inc

Industrials
7
+ 0.73%
$480.82 - $585.49 $3.37K - $4.1K
969 $534K
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 16.05%
$429.59 - $576.2 $26.2K - $35.1K
441 $241K
BA
Boeing CO

Industrials
513
+ 45.72%
$191.81 - $225.32 $98.4K - $116K
1.64K $313K
SNOW
Snowflake Inc.

Technology
58
+ 3.34%
$230.55 - $277.14 $13.4K - $16.1K
1.8K $461K
OUNZ
Van Eck Merk Gold Trust

ETFs
430
+ 1.85%
$37.12 - $42.17 $16K - $18.1K
23.6K $928K
TDIV
First Trust Nasdaq Technology

ETFs
700
+ 116.67%
$96.0 - $102.5 $67.2K - $71.8K
1.3K $124K
VUG
Vanguard Growth ETF

ETFs
59
+ 0.65%
$470.44 - $504.26 $27.8K - $29.8K
9.2K $4.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 0.67%
$524.58 - $588.02 $2.62K - $2.94K
751 $425K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
3.11K
+ 4.26%
N/A
76.1K $1.54M
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
Track This Portfolio

Track Org Partners LLC Portfolio

Follow Org Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email