Orin Green Financial, LLC

CIK

1844227

Location

SAN DIEGO, CA

Portfolio Value

Micro $40,042,115

Diversification

Diversified

Filing Date

Global Rank

#6,748 / 8,232 ▲ 132

Top Industry

Semiconductors 45.0%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.4%

SPY

+76.3%

Annualised alpha

-1.8%

Max drawdown

−25.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.8%

−5.9 pts

Top 5

69.5%

−2.4 pts

Top 10

87.2%

−0.8 pts

HHI

1,336

Diversified−278

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.9%	$18,775,776	8
Unclassified	29.5%	$11,824,776	4
Utilities	5.8%	$2,326,152	1
Communication Services	5.3%	$2,138,017	2
Consumer Cyclical	5.0%	$1,992,887	2
Healthcare	2.5%	$997,695	3
Financial Services	2.3%	$919,848	2
Consumer Defensive	1.8%	$713,443	1
Industrials	0.9%	$353,521	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+3,372	18,139	$696,900
PLX	Protalix BioTherapeutics, Inc.	+3,000	64,433	$139,819
AMZN	Amazon Com Inc	+554	8,546	$1,779,875
QCOM	Qualcomm Inc/De	+192	86,423	$11,129,553
BRK-B	Berkshire Hathaway Inc	+148	1,321	$633,023
AAPL	Apple Inc.	+130	13,786	$3,498,748
RMD	Resmed Inc	+14	1,992	$447,164
GLD	Spdr Gold Trust	+7	11,628	$5,003,412
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
TSLA	Tesla, Inc.	−1,430	573	$213,012
NVDA	Nvidia Corp	−202	7,303	$1,273,643
GOOGL	Alphabet Inc.	−23	5,336	$1,534,420
SPY	Spdr S&P 500 ETF Trust	−3	9,057	$5,890,129
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SRE	Sempra	23,939	$2,326,152
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	621	$217,343
LGCY	Legacy Education Inc.	10,000	$101,900
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $40,042,115 total · as of Mar 31, 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	Added	86,423	+192	$11,129,553	−24.5%	27.79%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,057	-3	$5,890,129	−4.7%	14.71%
GLD	Spdr Gold Trust	Added	11,628	+7	$5,003,412	+8.6%	12.50%
AAPL	Apple Inc. Technology	Added	13,786	+130	$3,498,748	−5.8%	8.74%
SRE	Sempra Utilities	NEW	23,939	NEW	$2,326,152	NEW	5.81%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,546	+554	$1,779,875	−3.5%	4.45%
CRM	Salesforce, Inc. Technology	Held	8,372	0	$1,562,801	−29.5%	3.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,336	-23	$1,534,420	−8.5%	3.83%
NVDA	Nvidia Corp Technology	Reduced	7,303	-202	$1,273,643	−9.0%	3.18%
MSFT	Microsoft Corp Technology	Held	2,442	0	$903,955	−23.5%	2.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	716	0	$713,443	+15.5%	1.78%
IBIT	iShares Bitcoin Trust ETF	Added	18,139	+3,372	$696,900	−4.9%	1.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,321	+148	$633,023	+7.4%	1.58%
META	Meta Platforms, Inc. Communication Services	Held	1,055	0	$603,597	−13.3%	1.51%
RMD	Resmed Inc Healthcare	Added	1,992	+14	$447,164	−6.1%	1.12%
DXCM	Dexcom Inc Healthcare	Held	6,540	0	$410,712	−5.4%	1.03%
CAT	Caterpillar Inc Industrials	Held	499	0	$353,521	+23.7%	0.88%
AMD	Advanced Micro Devices Inc Technology	Held	1,503	0	$305,755	−5.0%	0.76%
V	Visa Inc. Financial Services	Held	949	0	$286,825	−13.8%	0.72%
QQQ	Invesco Qqq Trust, Series 1	Held	406	0	$234,335	−6.0%	0.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	573	-1,430	$213,012	−76.4%	0.53%
PLX	Protalix BioTherapeutics, Inc. Healthcare	Added	64,433	+3,000	$139,819	+26.4%	0.35%
NOK	Nokia Corp Technology	Held	10,008	0	$80,464	+24.3%	0.20%
VEEA	Veea Inc. Technology	Held	39,205	0	$20,857	−16.5%	0.05%