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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
ADPAutomatic Data Processin
Recent Activity
Decreased -32.26%
0.04%
$235,799
804 shares@ $293.29 avg price
CLXClorox Co
Recent Activity
Decreased -0.98%
0.04%
$229,258
1,411 shares@ $162.48 avg price
CMGChipotle Mexican Grill I
Recent Activity
Decreased -0.62%
0.04%
$221,601
3,675 shares@ $60.3 avg price
CINFCincinnati Finl Corp
Recent Activity
Decreased -5.04%
0.03%
$211,457
1,469 shares@ $143.95 avg price
KOThe Coca-cola Co
Recent Activity
Decreased -1.94%
0.03%
$210,227
3,372 shares@ $62.35 avg price
ECLEcolab Inc
Recent Activity
Decreased -2.67%
0.03%
$204,513
873 shares@ $234.27 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -0.04%
0.03%
$195,559
2,144 shares@ $91.22 avg price
IJSIshares S&p Small Cap
Recent Activity
Decreased -1.19%
0.03%
$189,000
1,738 shares@ $108.75 avg price
TTETotalenergies Se F
Recent Activity
Decreased -3.26%
0.03%
$188,731
3,463 shares@ $54.5 avg price
ESSEssex Ppty Tr Inc
Recent Activity
Decreased -3.64%
0.03%
$188,596
661 shares@ $285.32 avg price