Org Partners LLC Portfolio Holdings

Org Partners LLC

  • $450 Million
  • Q3 2025

Org Partners LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $450 Million distributed in 38187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vox Royalty Corp. with a value of $29.7M, Spdr S&P 500 ETF Trust with a value of $16.3M, First Trust Rising Dividend Ac with a value of $13.6M, Microsoft Corp with a value of $11.6M, and Apple Inc. with a value of $10.5M.

Examining the 13F form we can see an increase of $53.6M in the current position value, from $397M to 450M. Also it can be appreciated an additional of 194 stocks purchases and 3 closed positions.

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 $450 Million
ETFs: $254 Million
Technology: $50 Million
Financial Services: $27.5 Million
Healthcare: $18.6 Million
Industrials: $14.4 Million
Consumer Cyclical: $13.5 Million
Consumer Defensive: $13.4 Million
Communication Services: $9.85 Million
Other: $17.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$0 0.0% of portfolio
7
Q1 2025 Reduced 53.33%
$153B
$4,000 0.0% of portfolio
49
Q1 2024 New
$12B
$9,000 0.0% of portfolio
29
Q3 2025 New
$18.8B
$6,000 0.0% of portfolio
203
Q3 2025 New
$12.2B
$0 0.0% of portfolio
4
Q3 2025 New
$10.9B
$1,000 0.0% of portfolio
10
Q3 2025 Added 233.33%
$72.7B
$2,000 0.0% of portfolio
2
Q3 2025 Added 100.0%
$27.7B
$7,000 0.0% of portfolio
4
Q3 2025 Reduced 42.86%
$25.2B
$5,000 0.0% of portfolio
37
Q3 2025 Reduced 53.16%
$52.5B
$0 0.0% of portfolio
0
Q3 2025 Sold Out
$17.9B
$4,000 0.0% of portfolio
133
Q3 2025 New
$14B
$6,000 0.0% of portfolio
20
Q2 2025 Added 33.33%
$13.3B
$4,000 0.0% of portfolio
300
Q3 2025 Reduced 42.86%
$15.6B
$0 0.0% of portfolio
20
Q2 2025 New
$22.8B
$2,000 0.0% of portfolio
20
Q2 2025 New
$75.2B
$3,000 0.0% of portfolio
100
Q2 2025 New
$37.3B
$2,000 0.0% of portfolio
100
Q2 2025 New
$89.3B
$3,000 0.0% of portfolio
500
Q2 2025 New
$76.2B
$12,000 0.0% of portfolio
25
Q3 2025 Added 316.67%
$10.6B
$3,000 0.0% of portfolio
60
Q2 2025 New
$181B
$4,000 0.0% of portfolio
425
Q2 2025 New
$50.4B
$16,000 0.0% of portfolio
1,000
Q3 2025 New
$11.3B
$0 0.0% of portfolio
16
Q3 2025 Reduced 58.97%
$12.5B
$0 0.0% of portfolio
3
Q2 2025 Reduced 40.0%
$10.6B
$0 0.0% of portfolio
4
Q3 2025 Reduced 55.56%
$36.4B
$12,000 0.0% of portfolio
300
Q3 2025 Added 33.33%
$11.8B
$1,000 0.0% of portfolio
23
Q2 2025 Reduced 45.24%
$40.2B
$0 0.0% of portfolio
-
Q2 2025 New
$11.7B
$19,000 0.0% of portfolio
200
Q2 2024 New
$15.6B
$0 0.0% of portfolio
3
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 38,187
  • Current Value $450 Million
  • Prior Value $397 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 194 stocks
  • Additional Purchases 634 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 324 stocks
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