Orin Green Financial, LLC

CIK

1844227

Location

SAN DIEGO, CA

Portfolio Value

Micro $45,801,969

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,058 / 8,517 ▼ 366

Top Industry

Semiconductors 54.1%

3Y Alpha vs SPY

+1.3%

Period ended 46 days ago

Filed Jul 13, 2026 · 33d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+82.4%

SPY

+75.3%

Annualised alpha

+1.6%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

34.5%

+2.1 pts

Top 5

71.5%

+2.7 pts

Top 10

85.8%

−0.9 pts

HHI

1,646

Moderately concentrated+126

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	54.5%	$24,967,366	10
Unclassified	26.0%	$11,896,642	4
Communication Services	5.2%	$2,367,182	2
Consumer Cyclical	4.9%	$2,240,072	2
Utilities	2.4%	$1,102,414	1
Financial Services	2.2%	$986,607	2
Healthcare	1.9%	$885,509	3
Consumer Defensive	1.8%	$824,792	2
Industrials	1.2%	$531,385	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
DXCM	Dexcom Inc	+498	7,038	$474,009
GLD	Spdr Gold Trust	+36	11,664	$4,296,784
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
PLX	Protalix BioTherapeutics, Inc.	−54,433	10,000	$23,300
SRE	Sempra	−12,048	11,891	$1,102,414
GOOGL	Alphabet Inc.	−10,721	4,961	$1,772,912
QCOM	Qualcomm Inc/De	−864	85,559	$15,810,447
AMZN	Amazon Com Inc	−155	8,391	$1,999,910
NVDA	Nvidia Corp	−130	7,173	$1,435,245
AAPL	Apple Inc.	−102	13,684	$3,959,602
SPY	Spdr S&P 500 ETF Trust	−89	8,968	$6,697,033
AMD	Advanced Micro Devices Inc	−7	1,496	$869,041
TSLA	Tesla, Inc.	−2	571	$240,162
CRM	Salesforce, Inc.	−2	8,370	$1,311,244
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	587	$221,739
ASML	Asml Holding NV	111	$220,827
STX	Seagate Technology Holdings plc	227	$219,055
LGCY	Legacy Education Inc.	13,180	$154,996
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	369,189	$23,657,631
VB	Vanguard Morningstar Small-Cap ETF	13,110	$3,433,771
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	20,106	$2,014,420
AOA	iShares Core 80/20 Aggressive Allocation ETF	8,313	$735,617
NOK	Nokia Corp	10,008	$80,464
ESBA	Empire State Realty OP, L.P.	10,737	$56,261
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $45,801,969 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QCOM	Qualcomm Inc/De Technology	Reduced	85,559	-864	$15,810,447	+42.1%	34.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,968	-89	$6,697,033	+13.7%	14.62%
GLD	Spdr Gold Trust	Added	11,664	+36	$4,296,784	−14.1%	9.38%
AAPL	Apple Inc. Technology	Reduced	13,684	-102	$3,959,602	+13.2%	8.65%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,391	-155	$1,999,910	+12.4%	4.37%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,961	-10,721	$1,772,912	−60.6%	3.87%
NVDA	Nvidia Corp Technology	Reduced	7,173	-130	$1,435,245	+12.7%	3.13%
CRM	Salesforce, Inc. Technology	Reduced	8,370	-2	$1,311,244	−16.1%	2.86%
SRE	Sempra Utilities	Reduced	11,891	-12,048	$1,102,414	−52.6%	2.41%
MSFT	Microsoft Corp Technology	Held	2,442	0	$910,914	+0.8%	1.99%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,496	-7	$869,041	+184.2%	1.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	716	0	$669,796	−6.1%	1.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,321	0	$661,015	+4.4%	1.44%
IBIT	iShares Bitcoin Trust ETF	Held	18,139	0	$603,847	−13.4%	1.32%
META	Meta Platforms, Inc. Communication Services	Held	1,055	0	$594,270	−1.5%	1.30%
CAT	Caterpillar Inc Industrials	Held	499	0	$531,385	+50.3%	1.16%
DXCM	Dexcom Inc Healthcare	Added	7,038	+498	$474,009	+15.4%	1.03%
RMD	Resmed Inc Healthcare	Held	1,992	0	$388,200	−13.2%	0.85%
V	Visa Inc. Financial Services	Held	949	0	$325,592	+13.5%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Held	406	0	$298,978	+27.6%	0.65%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	571	-2	$240,162	+12.7%	0.52%
AVGO	Broadcom Inc. Technology	NEW	587	NEW	$221,739	NEW	0.48%
ASML	Asml Holding NV Technology	NEW	111	NEW	$220,827	NEW	0.48%
STX	Seagate Technology Holdings plc Technology	NEW	227	NEW	$219,055	NEW	0.48%
LGCY	Legacy Education Inc. Consumer Defensive	NEW	13,180	NEW	$154,996	NEW	0.34%
PLX	Protalix BioTherapeutics, Inc. Healthcare	Reduced	10,000	-54,433	$23,300	−83.3%	0.05%
VEEA	Veea Inc. Technology	Held	39,205	0	$9,252	−55.6%	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.