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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
OHIOmega Healthcare Invs In
Recent Activity
Decreased -0.34%
0.07%
$463,730
12,255 shares@ $37.85 avg price
CALFPacer Us Small Cap Cash
Recent Activity
Decreased -65.62%
0.07%
$449,250
10,190 shares@ $44.09 avg price
EIXEdison Intl
Recent Activity
Decreased -4.51%
0.06%
$422,114
5,287 shares@ $79.84 avg price
FIFiserv Inc
Recent Activity
Decreased -1.06%
0.06%
$418,824
2,039 shares@ $205.41 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -2.12%
0.06%
$406,937
782 shares@ $520.38 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Decreased -6.31%
0.06%
$393,297
756 shares@ $520.24 avg price
PGRProgressive Corp Oh
Recent Activity
Decreased -1.09%
0.06%
$388,705
1,620 shares@ $239.95 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -0.43%
0.06%
$377,857
2,054 shares@ $183.97 avg price
SHWSherwin-williams Co
Recent Activity
Decreased -2.58%
0.06%
$372,764
1,094 shares@ $340.74 avg price
KMLMKraneshares Tr Mount Lucas Managed Futures Index Strategy Etf
Recent Activity
Decreased -2.56%
0.06%
$372,726
13,253 shares@ $28.13 avg price