Stephanie West

@Org Partners Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$736.712M

Total holdings1347

Assets growth rate17.9%

Assets growth rate (2-Q avg)-2.19%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Org Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1347 positions.

Assets under management

The assets under management (AUM) of Org Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 736.712M in assets, with a quarterly growth rate of 17.9% and a 2-quarter average growth rate of -2.19%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PAAPlains All American P Lp Recent Activity Exited	0%	$16,154 930 shares@ $17.37 avg price	Exited
STSSWSharps Technology Inc Com Recent Activity Exited	0%	$15,036 100,046 shares@ $0.16 avg price	Exited
VTVanguard Total World Recent Activity Exited	0%	$11,635 97 shares@ $119.95 avg price	Exited
NOVNov Inc Recent Activity Exited	0%	$10,380 650 shares@ $15.97 avg price	Exited
TBXProshares Short 7-10 Recent Activity Exited	0%	$10,008 355 shares@ $28.2 avg price	Exited
SBLKStar Bulk Carriers Cor F Recent Activity Exited	0%	$8,954 378 shares@ $23.69 avg price	Exited
OLNOlin Corp Recent Activity Exited	0%	$8,636 180 shares@ $47.98 avg price	Exited
KRPKimbell Rty Partners Lp Recent Activity Exited	0%	$8,447 525 shares@ $16.09 avg price	Exited
IPOOFInplay Oil Corp F Recent Activity Exited	0%	$6,480 4,500 shares@ $1.44 avg price	Exited
3896⤦Grayscale Ethereum Mini Recent Activity Exited	0%	$5,511 2,259 shares@ $2.44 avg price	Exited