Orin Green Financial, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 46.9% | $18,775,776 |
| Unclassified | 29.5% | $11,824,776 |
| Utilities | 5.8% | $2,326,152 |
| Communication Services | 5.3% | $2,138,017 |
| Consumer Cyclical | 5.0% | $1,992,887 |
| Healthcare | 2.5% | $997,695 |
| Financial Services | 2.3% | $919,848 |
| Consumer Defensive | 1.8% | $713,443 |
| Industrials | 0.9% | $353,521 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
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. | ||||
1 positions ·
$713,443 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 716 | $713,443 | 100.00% |