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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
PLDPrologis Inc
Recent Activity
Decreased -1.22%
0.05%
$314,362
2,974 shares@ $105.71 avg price
TIPIshares Tips Bond Etf
Recent Activity
Decreased -2.56%
0.04%
$288,776
2,697 shares@ $107.08 avg price
SBGSYSchneider Elec Sa F
Recent Activity
Decreased -2.44%
0.04%
$285,082
5,743 shares@ $49.64 avg price
CTASCintas Corp
Recent Activity
Decreased -4.77%
0.04%
$280,848
1,536 shares@ $182.85 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -10.84%
0.04%
$279,849
1,891 shares@ $147.99 avg price
CPRTCopart Inc
Recent Activity
Decreased -0.18%
0.04%
$275,724
4,805 shares@ $57.39 avg price
NKENike Inc Cl B
Recent Activity
Decreased -0.02%
0.04%
$273,996
3,619 shares@ $75.72 avg price
AUAnglogold Ashanti Plc F
Recent Activity
Decreased -50.3%
0.04%
$270,853
11,741 shares@ $23.07 avg price
OUSAAlps O Shares U S Qlty
Recent Activity
Decreased -0.11%
0.04%
$270,069
5,077 shares@ $53.2 avg price
AFLAflac Inc
Recent Activity
Decreased -3.74%
0.04%
$266,409
2,572 shares@ $103.59 avg price