Org Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001979372

Type: FundHoldings: 1,431Value: $83.9MLatest: 2025Q1

ORG Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1431 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "BLNK",
  "BLDE",
  "SAM",
  "BWA",
  "BMY",
  "BFAM",
  "BBIO",
  "BTI",
  "BF-B",
  "BLDR",
  "BR",
  "BG",
  "CHRW",
  "BYRN",
  "BWXT",
  "BXP",
  "AI",
  "CWH",
  "CLMT",
  "CCJ",
  "CM",
  "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 1 of 72

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92919F103

Shares:12.7M

Value:$37.1M

% of Portfolio:44.3% ($37.1M/$83.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:63.3K

Value:$7.0M

% of Portfolio:8.4% ($7.0M/$83.9M)

46434V613

Shares:41.0K

Value:$1.9M

% of Portfolio:2.3% ($1.9M/$83.9M)

464287440

IEF|464287440

Shares:16.0K

Value:$1.5M

% of Portfolio:1.8% ($1.5M/$83.9M)

CATHAY GENERAL BANCORP

CATY|149150104

Shares:30.3K

Value:$1.3M

% of Portfolio:1.5% ($1.3M/$83.9M)

NVIDIA CORP

NVDA|67066G104

Shares:11.3K

Value:$1.2M

% of Portfolio:1.5% ($1.2M/$83.9M)

69374H840

Shares:38.2K

Value:$1.2M

% of Portfolio:1.4% ($1.2M/$83.9M)

808524201

SCHX|808524201

Shares:29.6K

Value:$656.3K

% of Portfolio:0.8% ($656.3K/$83.9M)

46434V621

DGRO|46434V621

Shares:10.6K

Value:$655.8K

% of Portfolio:0.8% ($655.8K/$83.9M)

Apple Inc.

AAPL|037833100

Shares:2.9K

Value:$643.7K

% of Portfolio:0.8% ($643.7K/$83.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.1K

Value:$608.4K

% of Portfolio:0.7% ($608.4K/$83.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.8K

Value:$592.6K

% of Portfolio:0.7% ($592.6K/$83.9M)

Cigna Group

CI|125523100

Shares:1.5K

Value:$496.5K

% of Portfolio:0.6% ($496.5K/$83.9M)

132061862

Shares:40.0K

Value:$471.2K

% of Portfolio:0.6% ($471.2K/$83.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:870

Value:$463.3K

% of Portfolio:0.6% ($463.3K/$83.9M)

464287804

IJR|464287804

Shares:4.3K

Value:$445.5K

% of Portfolio:0.5% ($445.5K/$83.9M)

637870304

Shares:20.4K

Value:$439.7K

% of Portfolio:0.5% ($439.7K/$83.9M)

464287671

IUSG|464287671

Shares:3.5K

Value:$439.6K

% of Portfolio:0.5% ($439.6K/$83.9M)

AMPHENOL CORP /DE/

APH|032095101

Shares:6.4K

Value:$419.8K

% of Portfolio:0.5% ($419.8K/$83.9M)

69374H642

Shares:18.8K

Value:$376.7K

% of Portfolio:0.4% ($376.7K/$83.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92919F103)✕	12.7M	QoQ +3.79% (+465.3K) YoY NEW(+12.7M)	All Managers (Combined)	$37.1M	44.3% ($37.1M/$83.9M)	QoQ +29.52% (+$8.5M) YoY NEW(+$37.1M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	63.3K	QoQ +904671.42% (+63.3K) YoY +68001.07% (+63.2K)	All Managers (Combined)	$7.0M	8.4% ($7.0M/$83.9M)	QoQ +1090891.79% (+$7.0M) YoY +103895.97% (+$7.0M)
(cusip46434V613)✕	41.0K	QoQ +27771.42% (+40.8K) YoY NEW(+41.0K)	All Managers (Combined)	$1.9M	2.3% ($1.9M/$83.9M)	QoQ +28315.75% (+$1.9M) YoY NEW(+$1.9M)
(IEFcusip464287440)	16.0K	QoQ +3277.63% (+15.5K) YoY NEW(+16.0K)	All Managers (Combined)	$1.5M	1.8% ($1.5M/$83.9M)	QoQ +3384.34% (+$1.5M) YoY NEW(+$1.5M)
CATHAY GENERAL BANCORP(CATYcusip149150104)	30.3K	QoQ 0.00% (-0) YoY +13.83% (+3.7K)	All Managers (Combined)	$1.3M	1.5% ($1.3M/$83.9M)	QoQ -10.06% (-$145.1K) YoY +32.06% (+$314.9K)
NVIDIA CORP(NVDAcusip67066G104)	11.3K	QoQ +11752.63% (+11.2K) YoY +41603.70% (+11.2K)	All Managers (Combined)	$1.2M	1.5% ($1.2M/$83.9M)	QoQ +9466.18% (+$1.2M) YoY +4901.87% (+$1.2M)
(cusip69374H840)✕	38.2K	QoQ -(+38.2K) YoY NEW(+38.2K)	All Managers (Combined)	$1.2M	1.4% ($1.2M/$83.9M)	QoQ +4905354.16% (+$1.2M) YoY NEW(+$1.2M)
(SCHXcusip808524201)	29.6K	QoQ +147.66% (+17.6K) YoY NEW(+29.6K)	All Managers (Combined)	$656.3K	0.8% ($656.3K/$83.9M)	QoQ +136.87% (+$379.2K) YoY NEW(+$656.3K)
(DGROcusip46434V621)	10.6K	QoQ +26437.50% (+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$655.8K	0.8% ($655.8K/$83.9M)	QoQ +26634.36% (+$653.3K) YoY NEW(+$655.8K)
Apple Inc.(AAPLcusip037833100)	2.9K	QoQ +16947.05% (+2.9K) YoY +5266.66% (+2.8K)	All Managers (Combined)	$643.7K	0.8% ($643.7K/$83.9M)	QoQ +15021.72% (+$639.5K) YoY +6911.56% (+$634.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.1K	QoQ +170433.33% (+5.1K) YoY +752.66% (+4.5K)	All Managers (Combined)	$608.4K	0.7% ($608.4K/$83.9M)	QoQ +188858.07% (+$608.1K) YoY +766.80% (+$538.3K)
Alphabet Inc.(GOOGLcusip02079K305)	3.8K	QoQ +22441.17% (+3.8K) YoY +29376.92% (+3.8K)	All Managers (Combined)	$592.6K	0.7% ($592.6K/$83.9M)	QoQ +18314.54% (+$589.4K) YoY +29221.12% (+$590.6K)
Cigna Group(CIcusip125523100)	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$496.5K	0.6% ($496.5K/$83.9M)	QoQ +19.86% (+$82.3K) YoY NEW(+$496.5K)
(cusip132061862)✕	40.0K	QoQ +1279.31% (+37.1K) YoY NEW(+40.0K)	All Managers (Combined)	$471.2K	0.6% ($471.2K/$83.9M)	QoQ +1350.73% (+$438.7K) YoY NEW(+$471.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	870	QoQ +1640.00% (+820) YoY +17300.00% (+865)	All Managers (Combined)	$463.3K	0.6% ($463.3K/$83.9M)	QoQ +1944.40% (+$440.7K) YoY +21953.49% (+$461.2K)
(IJRcusip464287804)	4.3K	QoQ +18421.73% (+4.2K) YoY NEW(+4.3K)	All Managers (Combined)	$445.5K	0.5% ($445.5K/$83.9M)	QoQ +16710.11% (+$442.8K) YoY NEW(+$445.5K)
(cusip637870304)✕	20.4K	QoQ -20.55% (-5.3K) YoY NEW(+20.4K)	All Managers (Combined)	$439.7K	0.5% ($439.7K/$83.9M)	QoQ -19.88% (-$109.1K) YoY NEW(+$439.7K)
(IUSGcusip464287671)	3.5K	QoQ +38333.33% (+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$439.6K	0.5% ($439.6K/$83.9M)	QoQ +34953.34% (+$438.3K) YoY NEW(+$439.6K)
AMPHENOL CORP /DE/(APHcusip032095101)	6.4K	QoQ +15900.00% (+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$419.8K	0.5% ($419.8K/$83.9M)	QoQ +15010.72% (+$417.0K) YoY NEW(+$419.8K)
(cusip69374H642)✕	18.8K	QoQ +18866.66% (+18.7K) YoY NEW(+18.8K)	All Managers (Combined)	$376.7K	0.4% ($376.7K/$83.9M)	QoQ +18923.53% (+$374.7K) YoY NEW(+$376.7K)