Org Partners LLC Portfolio Holdings
Org Partners LLC
- $474 Million
- Q4 2025
Org Partners LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $474 Million distributed in 37789 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vox Royalty Corp. with a value of $28.8M, Spdr S&P 500 ETF Trust with a value of $18.6M, First Trust Rising Dividend Ac with a value of $13.1M, Microsoft Corp with a value of $11.6M, and Apple Inc. with a value of $11.4M.
Examining the 13F form we can see an increase of $23.1M in the current position value, from $450M to 474M.
Org Partners LLC is based out at Roanoke, IN
Below you can find more details about Org Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$474 Million
ETFs: $269 Million
Technology: $51.6 Million
Financial Services: $28.6 Million
Healthcare: $23.1 Million
Industrials: $14.2 Million
Consumer Defensive: $13.4 Million
Consumer Cyclical: $12.6 Million
Communication Services: $11.2 Million
Other: $18.6 Million
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 37,789
- Current Value $474 Million
- Prior Value $450 Million
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 253 stocks
- Additional Purchases 635 stocks
- Sold out of 0 stocks
- Reduced holdings in 353 stocks