Org-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 757
Total Value: 127591992
Accession Number: 0002032602-25-000001
Form Type: 13F-HR
CIK: org-wealth-partners
Manager Name: Org-Wealth-Partners

Data Enrichment

66% identified

497 identified260 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

757 positions • $127.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 38

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Skyward Specialty Insurance Group, Inc.

SKWD|830940102

Shares:2.3K

Value:$122.7K

% of Portfolio:0.1% ($122.7K/$127.6M)

81369Y860

Shares:2.9K

Value:$121.2K

% of Portfolio:0.1% ($121.2K/$127.6M)

464287614

IWF|464287614

Shares:314

Value:$114.3K

% of Portfolio:0.1% ($114.3K/$127.6M)

82889N699

Shares:3.8K

Value:$111.9K

% of Portfolio:0.1% ($111.9K/$127.6M)

500767652

Shares:4.0K

Value:$109.7K

% of Portfolio:0.1% ($109.7K/$127.6M)

Black Stone Minerals, L.P.

BSM|09225M101

Shares:7.1K

Value:$109.0K

% of Portfolio:0.1% ($109.0K/$127.6M)

500767306

Shares:3.1K

Value:$109.0K

% of Portfolio:0.1% ($109.0K/$127.6M)

16411Q101

Shares:1.6K

Value:$108.4K

% of Portfolio:0.1% ($108.4K/$127.6M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:579

Value:$107.0K

% of Portfolio:0.1% ($107.0K/$127.6M)

501885206

Shares:3.0K

Value:$106.0K

% of Portfolio:0.1% ($106.0K/$127.6M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:3.1K

Value:$104.4K

% of Portfolio:0.1% ($104.4K/$127.6M)

131649808

Shares:4.2K

Value:$103.4K

% of Portfolio:0.1% ($103.4K/$127.6M)

643822828

Shares:1.8K

Value:$102.8K

% of Portfolio:0.1% ($102.8K/$127.6M)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:1.7K

Value:$101.9K

% of Portfolio:0.1% ($101.9K/$127.6M)

Energy Transfer LP

ET|29273V100

Shares:5.4K

Value:$101.9K

% of Portfolio:0.1% ($101.9K/$127.6M)

922908710

Shares:194

Value:$101.2K

% of Portfolio:0.1% ($101.2K/$127.6M)

Atlantic Union Bankshares Corp

AUB|04911A107

Shares:3.3K

Value:$100.1K

% of Portfolio:0.1% ($100.1K/$127.6M)

921921508

Shares:3.0K

Value:$99.6K

% of Portfolio:0.1% ($99.6K/$127.6M)

ASML HOLDING NV

ASML|N07059210

Shares:147

Value:$98.1K

% of Portfolio:0.1% ($98.1K/$127.6M)

78463X509

Shares:2.5K

Value:$97.2K

% of Portfolio:0.1% ($97.2K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Skyward Specialty Insurance Group, Inc.(SKWDcusip830940102)	2.3K	QoQ +86.92% (+1.1K) YoY-	All Managers (Combined)	$122.7K	0.1% ($122.7K/$127.6M)	QoQ +99.68% (+$61.3K) YoY-
(cusip81369Y860)✕	2.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$121.2K	0.1% ($121.2K/$127.6M)	QoQ +2.97% (+$3.5K) YoY-
(IWFcusip464287614)	314	QoQ +44.70% (+97) YoY-	All Managers (Combined)	$114.3K	0.1% ($114.3K/$127.6M)	QoQ +31.11% (+$27.1K) YoY-
(cusip82889N699)✕	3.8K	QoQ +1516.23% (+3.5K) YoY-	All Managers (Combined)	$111.9K	0.1% ($111.9K/$127.6M)	QoQ +1615.39% (+$105.4K) YoY-
(cusip500767652)✕	4.0K	QoQ +5260.00% (+3.9K) YoY-	All Managers (Combined)	$109.7K	0.1% ($109.7K/$127.6M)	QoQ +5104.79% (+$107.6K) YoY-
Black Stone Minerals, L.P.(BSMcusip09225M101)	7.1K	QoQ NEW(+7.1K) YoY-	All Managers (Combined)	$109.0K	0.1% ($109.0K/$127.6M)	QoQ NEW(+$109.0K) YoY-
(cusip500767306)✕	3.1K	QoQ +4105.40% (+3.0K) YoY-	All Managers (Combined)	$109.0K	0.1% ($109.0K/$127.6M)	QoQ +4938.46% (+$106.8K) YoY-
(cusip16411Q101)✕	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$108.4K	0.1% ($108.4K/$127.6M)	QoQ NEW(+$108.4K) YoY-
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	579	QoQ NEW(+579) YoY-	All Managers (Combined)	$107.0K	0.1% ($107.0K/$127.6M)	QoQ NEW(+$107.0K) YoY-
(cusip501885206)✕	3.0K	QoQ NEW(+3.0K) YoY-	All Managers (Combined)	$106.0K	0.1% ($106.0K/$127.6M)	QoQ NEW(+$106.0K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	3.1K	QoQ +8873.52% (+3.0K) YoY-	All Managers (Combined)	$104.4K	0.1% ($104.4K/$127.6M)	QoQ +9694.18% (+$103.3K) YoY-
(cusip131649808)✕	4.2K	QoQ NEW(+4.2K) YoY-	All Managers (Combined)	$103.4K	0.1% ($103.4K/$127.6M)	QoQ NEW(+$103.4K) YoY-
(cusip643822828)✕	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$102.8K	0.1% ($102.8K/$127.6M)	QoQ NEW(+$102.8K) YoY-
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	1.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$101.9K	0.1% ($101.9K/$127.6M)	QoQ +23.02% (+$19.1K) YoY-
Energy Transfer LP(ETcusip29273V100)	5.4K	QoQ +17.26% (+801) YoY-	All Managers (Combined)	$101.9K	0.1% ($101.9K/$127.6M)	QoQ +12.11% (+$11.0K) YoY-
(cusip922908710)✕	194	QoQ NEW(+194) YoY-	All Managers (Combined)	$101.2K	0.1% ($101.2K/$127.6M)	QoQ NEW(+$101.2K) YoY-
Atlantic Union Bankshares Corp(AUBcusip04911A107)	3.3K	QoQ NEW(+3.3K) YoY-	All Managers (Combined)	$100.1K	0.1% ($100.1K/$127.6M)	QoQ NEW(+$100.1K) YoY-
(cusip921921508)✕	3.0K	QoQ NEW(+3.0K) YoY-	All Managers (Combined)	$99.6K	0.1% ($99.6K/$127.6M)	QoQ NEW(+$99.6K) YoY-
ASML HOLDING NV(ASMLcusipN07059210)	147	QoQ NEW(+147) YoY-	All Managers (Combined)	$98.1K	0.1% ($98.1K/$127.6M)	QoQ NEW(+$98.1K) YoY-
(cusip78463X509)✕	2.5K	QoQ +907.34% (+2.2K) YoY-	All Managers (Combined)	$97.2K	0.1% ($97.2K/$127.6M)	QoQ +933.67% (+$87.8K) YoY-