Stephanie West

@Org Partners Llc

Latest period2024 - Q4

Reported9d 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
THGHanover Ins Group Inc Recent Activity New Position	0.02%	$86,609 560 shares@ $154.66 avg price	New Position
MTGPWisdomtree Trust Recent Activity New Position	0.02%	$77,497 1,794 shares@ $43.2 avg price	New Position
VSTVistra Corp Recent Activity New Position	0.01%	$68,935 500 shares@ $137.87 avg price	New Position
GLDSpdr Gold Shares Etf Recent Activity New Position	0.01%	$68,522 283 shares@ $242.13 avg price	New Position
GNOVFt Vst U S Eqty Mdrte Br Recent Activity New Position	0.01%	$62,964 1,800 shares@ $34.98 avg price	New Position
SHProshares Short S&p 500 Recent Activity New Position	0.01%	$61,874 1,460 shares@ $42.38 avg price	New Position
CMRFCim Real Estate Finance Recent Activity New Position	0.01%	$60,900 10,000 shares@ $6.09 avg price	New Position
AIVLWisdomtree Us Ai Enhncd Recent Activity New Position	0.01%	$58,586 550 shares@ $106.52 avg price	New Position
AHRAmerican Healthcare Reit Recent Activity New Position	0.01%	$56,840 2,000 shares@ $28.42 avg price	New Position
ULTAUlta Beauty Inc Recent Activity New Position	0.01%	$56,540 130 shares@ $434.93 avg price	New Position