Org-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "CPB",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CTRE",
  "CBOE",
  "CE",
  "CBRE",
  "CDW",
  "CATY",
  "CAVA",
  "CPRX",
  "CASY",
  "LEU",
  "CNP",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CDE",
  "CCOI",
  "COHR",
  "CMCSA",
  "CL",
  "COP",
  "CFLT",
  "COMP",
  "CRK",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CRBP",
  "ED",
  "CXW",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRGY",
  "CXT",
  "CRDO",
  "CBRL",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CFR",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DE",
  "DBD",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  "DFS",
  "DHC",
  "DLR",
  "DOCN",
  "DNOW",
  "DPZ",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 1,431
Total Value: 83872806
Accession Number: 0002032602-25-000002
Form Type: 13F-HR
CIK: org-partners
Manager Name: Org-Partners

Data Enrichment

67% identified

965 identified466 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,431 positions • $83.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 72

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921937835

BND|921937835

Shares:2.9K

Value:$212.7K

% of Portfolio:0.3% ($212.7K/$83.9M)

CB Financial Services, Inc.

CBFV|12479G101

Shares:7.4K

Value:$211.3K

% of Portfolio:0.3% ($211.3K/$83.9M)

464288877

Shares:3.6K

Value:$211.3K

% of Portfolio:0.3% ($211.3K/$83.9M)

NIKE, Inc.

NKE|654106103

Shares:3.2K

Value:$203.1K

% of Portfolio:0.2% ($203.1K/$83.9M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:400

Value:$199.3K

% of Portfolio:0.2% ($199.3K/$83.9M)

Broadcom Inc.

AVGO|11135F101

Shares:1.1K

Value:$182.5K

% of Portfolio:0.2% ($182.5K/$83.9M)

33733E104

Shares:2.0K

Value:$179.4K

% of Portfolio:0.2% ($179.4K/$83.9M)

33740F649

Shares:6.6K

Value:$174.0K

% of Portfolio:0.2% ($174.0K/$83.9M)

37960A669

Shares:8.2K

Value:$172.4K

% of Portfolio:0.2% ($172.4K/$83.9M)

NEWMARKET CORP

NEU|651587107

Shares:300

Value:$170.0K

% of Portfolio:0.2% ($170.0K/$83.9M)

ELI LILLY & Co

LLY|532457108

Shares:205

Value:$169.3K

% of Portfolio:0.2% ($169.3K/$83.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:693

Value:$168.9K

% of Portfolio:0.2% ($168.9K/$83.9M)

33740U505

Shares:3.9K

Value:$168.1K

% of Portfolio:0.2% ($168.1K/$83.9M)

78463X509

Shares:4.2K

Value:$166.7K

% of Portfolio:0.2% ($166.7K/$83.9M)

922042718

VSS|922042718

Shares:1.4K

Value:$163.9K

% of Portfolio:0.2% ($163.9K/$83.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:803

Value:$160.7K

% of Portfolio:0.2% ($160.7K/$83.9M)

922908769

VTI|922908769

Shares:567

Value:$156.4K

% of Portfolio:0.2% ($156.4K/$83.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:599

Value:$148.9K

% of Portfolio:0.2% ($148.9K/$83.9M)

46138E354

Shares:2.0K

Value:$147.6K

% of Portfolio:0.2% ($147.6K/$83.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:500

Value:$143.8K

% of Portfolio:0.2% ($143.8K/$83.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDcusip921937835)	2.9K	QoQ +2077.44% (+2.8K) YoY NEW(+2.9K)	All Managers (Combined)	$212.7K	0.3% ($212.7K/$83.9M)	QoQ +2123.77% (+$203.1K) YoY NEW(+$212.7K)
CB Financial Services, Inc.(CBFVcusip12479G101)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$211.3K	0.3% ($211.3K/$83.9M)	QoQ NEW(+$211.3K) YoY NEW(+$211.3K)
(cusip464288877)✕	3.6K	QoQ +497.50% (+3.0K) YoY NEW(+3.6K)	All Managers (Combined)	$211.3K	0.3% ($211.3K/$83.9M)	QoQ +571.17% (+$179.8K) YoY NEW(+$211.3K)
NIKE, Inc.(NKEcusip654106103)	3.2K	QoQ +9900.00% (+3.2K) YoY +159900.00% (+3.2K)	All Managers (Combined)	$203.1K	0.2% ($203.1K/$83.9M)	QoQ +8290.58% (+$200.7K) YoY +109703.24% (+$203.0K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	400	QoQ NEW(+400) YoY NEW(+400)	All Managers (Combined)	$199.3K	0.2% ($199.3K/$83.9M)	QoQ NEW(+$199.3K) YoY NEW(+$199.3K)
Broadcom Inc.(AVGOcusip11135F101)	1.1K	QoQ +27150.00% (+1.1K) YoY +54400.00% (+1.1K)	All Managers (Combined)	$182.5K	0.2% ($182.5K/$83.9M)	QoQ +19586.94% (+$181.6K) YoY +6659.18% (+$179.8K)
(cusip33733E104)✕	2.0K	QoQ +185.71% (+1.3K) YoY NEW(+2.0K)	All Managers (Combined)	$179.4K	0.2% ($179.4K/$83.9M)	QoQ +191.79% (+$117.9K) YoY NEW(+$179.4K)
(cusip33740F649)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$174.0K	0.2% ($174.0K/$83.9M)	QoQ NEW(+$174.0K) YoY NEW(+$174.0K)
(cusip37960A669)✕	8.2K	QoQ 0.00% (+0) YoY NEW(+8.2K)	All Managers (Combined)	$172.4K	0.2% ($172.4K/$83.9M)	QoQ +1.69% (+$2.9K) YoY NEW(+$172.4K)
NEWMARKET CORP(NEUcusip651587107)	300	QoQ 0.00% (+0) YoY +566.66% (+255)	All Managers (Combined)	$170.0K	0.2% ($170.0K/$83.9M)	QoQ +7.23% (+$11.5K) YoY +496.21% (+$141.5K)
ELI LILLY & Co(LLYcusip532457108)	205	QoQ +20400.00% (+204) YoY +20400.00% (+204)	All Managers (Combined)	$169.3K	0.2% ($169.3K/$83.9M)	QoQ +21831.47% (+$168.5K) YoY +19183.71% (+$168.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	693	QoQ +5675.00% (+681) YoY +5675.00% (+681)	All Managers (Combined)	$168.9K	0.2% ($168.9K/$83.9M)	QoQ +5738.72% (+$166.0K) YoY +6973.98% (+$166.5K)
(cusip33740U505)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$168.1K	0.2% ($168.1K/$83.9M)	QoQ NEW(+$168.1K) YoY NEW(+$168.1K)
(cusip78463X509)✕	4.2K	QoQ +46955.55% (+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$166.7K	0.2% ($166.7K/$83.9M)	QoQ +48227.82% (+$166.4K) YoY NEW(+$166.7K)
(VSScusip922042718)	1.4K	QoQ +23533.33% (+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$163.9K	0.2% ($163.9K/$83.9M)	QoQ +23795.04% (+$163.2K) YoY NEW(+$163.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	803	QoQ +40050.00% (+801) YoY +1506.00% (+753)	All Managers (Combined)	$160.7K	0.2% ($160.7K/$83.9M)	QoQ +48164.26% (+$160.4K) YoY +1733.02% (+$152.0K)
(VTIcusip922908769)	567	QoQ +1132.60% (+521) YoY NEW(+567)	All Managers (Combined)	$156.4K	0.2% ($156.4K/$83.9M)	QoQ +1072.91% (+$143.0K) YoY NEW(+$156.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	599	QoQ +11880.00% (+594) YoY +11880.00% (+594)	All Managers (Combined)	$148.9K	0.2% ($148.9K/$83.9M)	QoQ +13452.95% (+$147.8K) YoY +15595.15% (+$148.0K)
(cusip46138E354)✕	2.0K	QoQ +6274.19% (+1.9K) YoY NEW(+2.0K)	All Managers (Combined)	$147.6K	0.2% ($147.6K/$83.9M)	QoQ +6703.96% (+$145.5K) YoY NEW(+$147.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	500	QoQ +150.00% (+300) YoY NEW(+500)	All Managers (Combined)	$143.8K	0.2% ($143.8K/$83.9M)	QoQ +196.91% (+$95.4K) YoY NEW(+$143.8K)