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 55 of 72

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389930207

Shares:18

Value:$677

% of Portfolio:0.0% ($677/$83.9M)

MCKESSON CORP

MCK|58155Q103

Shares:1

Value:$673

% of Portfolio:0.0% ($673/$83.9M)

BEST BUY CO INC

BBY|086516101

Shares:9

Value:$669

% of Portfolio:0.0% ($669/$83.9M)

G3643J108

Shares:3

Value:$668

% of Portfolio:0.0% ($668/$83.9M)

US BANCORP \DE\

USB|902973304

Shares:16

Value:$668

% of Portfolio:0.0% ($668/$83.9M)

25460E869

Shares:57

Value:$666

% of Portfolio:0.0% ($666/$83.9M)

SOUTHWEST AIRLINES CO

LUV|844741108

Shares:21

Value:$663

% of Portfolio:0.0% ($663/$83.9M)

81369Y704

Shares:5

Value:$659

% of Portfolio:0.0% ($659/$83.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5

Value:$658

% of Portfolio:0.0% ($658/$83.9M)

BORGWARNER INC

BWA|099724106

Shares:23

Value:$656

% of Portfolio:0.0% ($656/$83.9M)

GARMIN LTD

GRMN|H2906T109

Shares:3

Value:$652

% of Portfolio:0.0% ($652/$83.9M)

CURTISS WRIGHT CORP

CW|231561101

Shares:2

Value:$644

% of Portfolio:0.0% ($644/$83.9M)

ANSYS INC

ANSS|03662Q105

Shares:2

Value:$641

% of Portfolio:0.0% ($641/$83.9M)

POOL CORP

POOL|73278L105

Shares:2

Value:$636

% of Portfolio:0.0% ($636/$83.9M)

HF Sinclair Corp

DINO|403949100

Shares:19

Value:$632

% of Portfolio:0.0% ($632/$83.9M)

BIO-TECHNE Corp

TECH|09073M104

Shares:11

Value:$630

% of Portfolio:0.0% ($630/$83.9M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:5

Value:$628

% of Portfolio:0.0% ($628/$83.9M)

MCDONALDS CORP

MCD|580135101

Shares:5

Value:$627

% of Portfolio:0.0% ($627/$83.9M)

PTC INC.

PTC|69370C100

Shares:4

Value:$624

% of Portfolio:0.0% ($624/$83.9M)

POET TECHNOLOGIES INC.

POET|73044W302

Shares:170

Value:$623

% of Portfolio:0.0% ($623/$83.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip389930207)✕	18	QoQ +80.00% (+8) YoY NEW(+18)	All Managers (Combined)	$677	0.0% ($677/$83.9M)	QoQ +61.96% (+$259) YoY NEW(+$677)
MCKESSON CORP(MCKcusip58155Q103)	1	QoQ -99.62% (-269) YoY 0.00% (+0)	All Managers (Combined)	$673	0.0% ($673/$83.9M)	QoQ -99.56% (-$153.2K) YoY +25.55% (+$137)
BEST BUY CO INC(BBYcusip086516101)	9	QoQ -91.00% (-91) YoY NEW(+9)	All Managers (Combined)	$669	0.0% ($669/$83.9M)	QoQ -92.20% (-$7.9K) YoY NEW(+$669)
(cusipG3643J108)✕	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$668	0.0% ($668/$83.9M)	QoQ NEW(+$668) YoY NEW(+$668)
US BANCORP \DE\(USBcusip902973304)	16	QoQ +60.00% (+6) YoY -95.78% (-364)	All Managers (Combined)	$668	0.0% ($668/$83.9M)	QoQ +39.74% (+$190) YoY -96.00% (-$16.0K)
(cusip25460E869)✕	57	QoQ -71.64% (-144) YoY NEW(+57)	All Managers (Combined)	$666	0.0% ($666/$83.9M)	QoQ -69.90% (-$1.5K) YoY NEW(+$666)
SOUTHWEST AIRLINES CO(LUVcusip844741108)	21	QoQ 0.00% (-0) YoY NEW(+21)	All Managers (Combined)	$663	0.0% ($663/$83.9M)	QoQ -6.09% (-$43) YoY NEW(+$663)
(cusip81369Y704)✕	5	QoQ -80.00% (-20) YoY NEW(+5)	All Managers (Combined)	$659	0.0% ($659/$83.9M)	QoQ -80.28% (-$2.7K) YoY NEW(+$659)
ABBOTT LABORATORIES(ABTcusip002824100)	5	QoQ -96.96% (-160) YoY -16.66% (-1)	All Managers (Combined)	$658	0.0% ($658/$83.9M)	QoQ -96.47% (-$18.0K) YoY -2.08% (-$14)
BORGWARNER INC(BWAcusip099724106)	23	QoQ NEW(+23) YoY NEW(+23)	All Managers (Combined)	$656	0.0% ($656/$83.9M)	QoQ NEW(+$656) YoY NEW(+$656)
GARMIN LTD(GRMNcusipH2906T109)	3	QoQ +50.00% (+1) YoY NEW(+3)	All Managers (Combined)	$652	0.0% ($652/$83.9M)	QoQ +58.25% (+$240) YoY NEW(+$652)
CURTISS WRIGHT CORP(CWcusip231561101)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$644	0.0% ($644/$83.9M)	QoQ NEW(+$644) YoY NEW(+$644)
ANSYS INC(ANSScusip03662Q105)	2	QoQ +100.00% (+1) YoY +100.00% (+1)	All Managers (Combined)	$641	0.0% ($641/$83.9M)	QoQ +90.20% (+$304) YoY +84.72% (+$294)
POOL CORP(POOLcusip73278L105)	2	QoQ -95.55% (-43) YoY NEW(+2)	All Managers (Combined)	$636	0.0% ($636/$83.9M)	QoQ -95.85% (-$14.7K) YoY NEW(+$636)
HF Sinclair Corp(DINOcusip403949100)	19	QoQ -17.39% (-4) YoY NEW(+19)	All Managers (Combined)	$632	0.0% ($632/$83.9M)	QoQ -21.58% (-$174) YoY NEW(+$632)
BIO-TECHNE Corp(TECHcusip09073M104)	11	QoQ NEW(+11) YoY NEW(+11)	All Managers (Combined)	$630	0.0% ($630/$83.9M)	QoQ NEW(+$630) YoY NEW(+$630)
Builders FirstSource, Inc.(BLDRcusip12008R107)	5	QoQ NEW(+5) YoY -96.64% (-144)	All Managers (Combined)	$628	0.0% ($628/$83.9M)	QoQ NEW(+$628) YoY -97.94% (-$30.0K)
MCDONALDS CORP(MCDcusip580135101)	5	QoQ +66.66% (-2) YoY -68.75% (-11)	All Managers (Combined)	$627	0.0% ($627/$83.9M)	QoQ -27.84% (-$242) YoY -86.01% (-$3.9K)
PTC INC.(PTCcusip69370C100)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$624	0.0% ($624/$83.9M)	QoQ NEW(+$624) YoY NEW(+$624)
POET TECHNOLOGIES INC.(POETcusip73044W302)	170	QoQ NEW(+170) YoY NEW(+170)	All Managers (Combined)	$623	0.0% ($623/$83.9M)	QoQ NEW(+$623) YoY NEW(+$623)