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Stephanie West

@Org Partners Llc

Latest period2024 - Q4ReportedManaged Assets$736.712MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VNQIVanguard Glbal Ex Us
Recent Activity
Exited
0%
$632
13 shares@ $48.62 avg price
TYLTyler Technologies Inc
Recent Activity
Exited
0%
$583
1 shares@ $583.0 avg price
EBNDSpdr Bloombg Emg Mrkt
Recent Activity
Exited
0%
$572
26 shares@ $22.0 avg price
KNOPKnot Offshore Partner Lp
Recent Activity
Exited
0%
$439
64 shares@ $6.86 avg price
REGLPrshrs S&p Mdcp 400 Dvd
Recent Activity
Exited
0%
$413
5 shares@ $82.6 avg price
KKellanova
Recent Activity
Exited
0%
$403
5 shares@ $80.6 avg price
8298⤦Site Centers 6.375
Recent Activity
Exited
0%
$387
16 shares@ $24.19 avg price
6742⤦Chord Energy Corp 24 Wts
Recent Activity
Exited
0%
$112
2 shares@ $56.0 avg price
SCIService Corp Intl
Recent Activity
Exited
0%
$80
1 shares@ $80.0 avg price
HUMAHumacyte Inc
Recent Activity
Exited
0%
$54
10 shares@ $5.4 avg price