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