ORG Partners LLC
Filing Date
Global Rank
#3,831
/ 8,675
▲ 1
· as of Dec 2025
Top Industry
Other Precious Metals & Mining
24.2%
3Y Alpha vs SPY
+0.1%
Period ended 7 months ago
Filed Jan 14, 2026 · 7mo
12 quarters · since Mar 2023
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical 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
+70.6%
SPY
+70.4%
Annualised alpha
+0.1%
Max drawdown
−14.7%
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. It tracks 100% of reported value on average across 12 quarters.ORG Partners LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
1,163 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
21.9%
+0.0 pts
Top 5
42.3%
+0.1 pts
Top 10
54.8%
−0.8 pts
HHI
643
Diversified+1
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 23.7% | $60,324,790 |
| Technology | 20.3% | $51,764,688 |
| Financial Services | 11.7% | $29,789,154 |
| Unclassified | 9.3% | $23,788,247 |
| Healthcare | 9.2% | $23,447,626 |
| Industrials | 6.1% | $15,470,052 |
| Consumer Defensive | 5.2% | $13,236,172 |
| Consumer Cyclical | 5.0% | $12,788,281 |
| Energy | 3.9% | $9,914,460 |
| Communication Services | 3.2% | $8,259,180 |
| Utilities | 1.2% | $3,030,974 |
| Real Estate | 1.1% | $2,830,979 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PBR | Petrobras - Petroleo Brasileiro SA | +50,080 | 52,283 | $619,424 | |
| VZ | Verizon Communications Inc | +26,504 | 35,550 | $1,447,922 | |
| CPB | CAMPBELL'S Co | +25,237 | 26,844 | $748,006 | |
| VNOM | Viper Energy, Inc. | +20,379 | 22,282 | $860,611 | |
| TSKFF | Talisker Resources Ltd. | +19,916 | 48,266 | $50,914 | |
| MDLZ | Mondelez International, Inc. | +12,880 | 14,930 | $803,533 | |
| RIVN | Rivian Automotive, Inc. / DE | +11,460 | 11,760 | $231,789 | |
| GIS | General Mills Inc | +6,641 | 16,874 | $784,567 | |
| EOG | Eog Resources Inc | +5,921 | 6,410 | $673,059 | |
| ABT | Abbott Laboratories | +5,411 | 8,679 | $1,087,238 | |
| CVS | CVS HEALTH Corp | +5,137 | 5,856 | $464,722 | |
| NLY | Annaly Capital Management Inc | +4,373 | 4,684 | $104,732 | |
| NFLX | Netflix Inc | +3,840 | 4,326 | $405,577 | |
| SPY | Spdr S&P 500 ETF Trust | +3,551 | 27,979 | $19,079,209 | |
| CVX | Chevron Corp | +3,038 | 16,522 | $2,517,967 | |
| MMSI | Merit Medical Systems Inc | +2,848 | 7,030 | $619,483 | |
| MPC | Marathon Petroleum Corp | +2,584 | 4,199 | $682,869 | |
| MNST | Monster Beverage Corp | +2,337 | 6,742 | $516,886 | |
| WPC | W. P. Carey Inc. | +2,244 | 3,771 | $242,697 | |
| AQST | Aquestive Therapeutics, Inc. | +2,130 | 4,472 | $28,888 | |
| EC | Ecopetrol S.A. | +1,928 | 2,568 | $25,727 | |
| WMT | Walmart Inc. | +1,791 | 8,008 | $892,075 | |
| SBSW | Sibanye Stillwater Ltd | +1,694 | 5,300 | $75,521 | |
| ADM | Archer-Daniels-Midland Co | +1,478 | 1,946 | $111,843 | |
| MDT | Medtronic plc | +1,308 | 3,560 | $341,891 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VOXR | Vox Royalty Corp. | −373,383 | 11,758,052 | $55,733,166 | |
| PHYS | Sprott Physical Gold Trust | −48,479 | 130,776 | $4,318,062 | |
| KHC | Kraft Heinz Co | −23,383 | 2,666 | $64,640 | |
| BXSL | Blackstone Secured Lending Fund | −15,153 | 1,204 | $31,697 | |
| CAG | Conagra Brands Inc. | −14,926 | 3,610 | $62,477 | |
| NEM | NEWMONT Corp /DE/ | −11,191 | 12,169 | $1,214,941 | |
| ARCC | Ares Capital Corp | −8,109 | 957 | $19,357 | |
| XOM | ExxonMobil Holdings Corp | −5,239 | 18,479 | $2,223,680 | |
| BG | Bunge Global SA | −4,925 | 41 | $3,650 | |
| AEO | American Eagle Outfitters Inc | −4,428 | 1,201 | $31,670 | |
| CLX | Clorox Co /De/ | −3,804 | 444 | $44,764 | |
| MWA | Mueller Water Products, Inc. | −3,749 | 1 | $23 | |
| PLTR | Palantir Technologies Inc. | −3,339 | 24,832 | $4,413,859 | |
| KVUE | Kenvue Inc. | −3,335 | 4,975 | $85,781 | |
| KMB | Kimberly Clark Corp | −2,614 | 1,289 | $129,994 | |
| DNN | Denison Mines Corp. | −1,850 | 3,900 | $10,374 | |
| TSLA | Tesla, Inc. | −1,821 | 3,986 | $1,792,534 | |
| O | Realty Income Corp | −1,613 | 1,925 | $108,444 | |
| AI | C3.ai, Inc. | −1,551 | 18,838 | $253,902 | |
| HOOD | Robinhood Markets, Inc. | −1,487 | 389 | $43,981 | |
| LCTX | Lineage Cell Therapeutics, Inc. | −1,100 | 34,600 | $57,782 | |
| MOS | Mosaic Co | −1,023 | 167 | $4,021 | |
| NAK | Northern Dynasty Minerals Ltd | −1,000 | 3,190 | $6,283 | |
| KO | Coca Cola Co | −980 | 5,352 | $374,093 | |
| UAMY | United States Antimony Corp | −943 | 1,075 | $5,396 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PDT | John Hancock Premium Dividend Fund | 120,000 | $1,524,000 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | 50,000 | $633,000 | |
| NAC | Nuveen California Quality Municipal Income Fund | 44,224 | $522,272 | |
| TTE | TotalEnergies SE | 3,156 | $206,458 | |
| FSSL | FS Specialty Lending Fund | 5,710 | $80,735 | |
| GSVRF | Guanajuato Silver Co Ltd | 119,825 | $58,232 | |
| BXMT | Blackstone Mortgage Trust, Inc. | 2,146 | $41,052 | |
| GSBD | Goldman Sachs BDC, Inc. | 3,570 | $33,129 | |
| FTHM | Fathom Holdings Inc. | 29,412 | $29,706 | |
| MGY | Magnolia Oil & Gas Corp | 1,000 | $21,890 | |
| ORN | Orion Group Holdings Inc | 2,000 | $19,880 | |
| IMNM | Immunome Inc. | 880 | $18,900 | |
| MYE | Myers Industries Inc | 1,000 | $18,720 | |
| UGI | Ugi Corp /Pa/ | 500 | $18,715 | |
| ENS | EnerSys | 123 | $18,049 | |
| SOLS | Solstice Advanced Materials Inc. | 352 | $17,091 | |
| BALL | BALL Corp | 283 | $14,984 | |
| ALSN | Allison Transmission Holdings Inc | 133 | $13,020 | |
| G | Genpact LTD | 266 | $12,443 | |
| MTDR | Matador Resources Co | 275 | $11,668 | |
| ZM | Zoom Communications, Inc. | 131 | $11,303 | |
| RHI | Robert Half Inc. | 411 | $11,162 | |
| UL | Unilever PLC | 168 | $10,987 | |
| HROW | Harrow, Inc. | 221 | $10,829 | |
| EPR | Epr Properties | 215 | $10,727 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TMHC | Taylor Morrison Home Corp | 400 | $26,404 | |
| SRAD | Sportradar Group AG | 977 | $26,279 | |
| FTAI | FTAI Aviation Ltd. | 125 | $20,857 | |
| EXP | Eagle Materials Inc | 55 | $12,815 | |
| TEAM | Atlassian Corp | 78 | $12,452 | |
| PAAS | Pan American Silver Corp | 288 | $11,154 | |
| TW | Tradeweb Markets Inc. | 97 | $10,755 | |
| FELE | Franklin Electric Co Inc | 100 | $9,520 | |
| GTBIF | Green Thumb Industries Inc. | 1,185 | $9,468 | |
| NOV | NOV Inc. | 550 | $7,286 | |
| TBBK | Bancorp, Inc. | 97 | $7,264 | |
| AAOI | Applied Optoelectronics, Inc. | 280 | $7,258 | |
| NMIH | NMI Holdings, Inc. | 182 | $6,977 | |
| AUR | Aurora Innovation, Inc. | 1,220 | $6,575 | |
| CAVA | Cava Group, Inc. | 100 | $6,041 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 100 | $5,191 | |
| ELVN | Enliven Therapeutics, Inc. | 225 | $4,605 | |
| AMSC | American Superconductor Corp /De/ | 70 | $4,155 | |
| SM | SM Energy Co | 100 | $2,497 | |
| BAH | Booz Allen Hamilton Holding Corp | 24 | $2,398 | |
| PDYN | Palladyne AI Corp. | 260 | $2,233 | |
| PRCH | Porch Group, Inc. | 130 | $2,181 | |
| SLAB | Silicon Laboratories Inc. | 16 | $2,098 | |
| IREN | IREN Ltd | 40 | $1,877 | |
| TTAN | ServiceTitan, Inc. | 18 | $1,814 | |
| No positions match the current search. | ||||
1,163 tracked positions ·
$254,644,603 total
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,163 positions by value
· page 1 of 24
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOXR |
Vox Royalty Corp.
Basic Materials
|
Reduced | 11,758,052 | $55,733,166 | 21.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 27,979 | $19,079,209 | 7.49% | |
| AAPL |
Apple Inc.
Technology
|
Added | 42,650 | $11,594,759 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 22,771 | $11,012,438 | 4.32% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 55,573 | $10,364,321 | 4.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 16,422 | $8,254,449 | 3.24% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 66,686 | $8,185,021 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 29,037 | $6,702,246 | 2.63% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 24,832 | $4,413,859 | 1.73% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 130,776 | $4,318,062 | 1.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,785 | $4,126,267 | 1.62% | |
| PCAR |
Paccar Inc
Industrials
|
Added | 31,136 | $3,409,698 | 1.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,163 | $2,555,019 | 1.00% | |
| CVX |
Chevron Corp
Energy
|
Added | 16,522 | $2,517,967 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 11,334 | $2,345,457 | 0.92% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 18,479 | $2,223,680 | 0.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,235 | $2,135,348 | 0.84% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,986 | $1,792,534 | 0.70% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 5,398 | $1,766,806 | 0.69% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,644 | $1,607,252 | 0.63% | |
| PDT |
John Hancock Premium Dividend Fund
Financial Services
|
NEW | 120,000 | $1,524,000 | 0.60% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 26,317 | $1,517,392 | 0.60% | |
| CATY |
Cathay General Bancorp
Financial Services
|
Held | 30,815 | $1,491,137 | 0.59% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 2,606 | $1,485,957 | 0.58% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 35,550 | $1,447,922 | 0.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,335 | $1,434,645 | 0.56% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,857 | $1,338,125 | 0.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,117 | $1,326,556 | 0.52% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 6,259 | $1,306,431 | 0.51% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 12,169 | $1,214,941 | 0.48% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 7,140 | $1,145,241 | 0.45% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 8,391 | $1,133,929 | 0.45% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,759 | $1,093,411 | 0.43% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 8,679 | $1,087,238 | 0.43% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 3,426 | $1,041,090 | 0.41% | |
| MSA |
MSA Safety Inc
Industrials
|
Held | 6,450 | $1,032,903 | 0.41% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,464 | $1,025,998 | 0.40% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,799 | $981,608 | 0.39% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 23,614 | $979,493 | 0.38% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,313 | $923,612 | 0.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,008 | $892,075 | 0.35% | |
| VNOM |
Viper Energy, Inc.
Energy
|
Added | 22,282 | $860,611 | 0.34% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 14,710 | $809,050 | 0.32% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 14,930 | $803,533 | 0.32% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 16,874 | $784,567 | 0.31% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 875 | $769,125 | 0.30% | |
| CPB |
CAMPBELL'S Co
Consumer Defensive
|
Added | 26,844 | $748,006 | 0.29% | |
| IAU |
Ishares Gold Trust
|
Added | 9,006 | $730,937 | 0.29% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,167 | $716,869 | 0.28% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,484 | $695,623 | 0.27% |
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.