Orin Green Financial, LLC
Top Portfolio Positions
24 positions ·
$40,042,115 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QCOM |
Qualcomm Inc/De
Technology
|
86,423 | $11,129,553 | 27.79% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,057 | $5,890,129 | 14.71% | |
| GLD |
Spdr Gold Trust
|
11,628 | $5,003,412 | 12.50% | |
| AAPL |
Apple Inc.
Technology
|
13,786 | $3,498,748 | 8.74% | |
| SRE |
Sempra
Utilities
|
23,939 | $2,326,152 | 5.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,546 | $1,779,875 | 4.45% | |
| CRM |
Salesforce, Inc.
Technology
|
8,372 | $1,562,801 | 3.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,336 | $1,534,420 | 3.83% | |
| NVDA |
Nvidia Corp
Technology
|
7,303 | $1,273,643 | 3.18% | |
| MSFT |
Microsoft Corp
Technology
|
2,442 | $903,955 | 2.26% |
Portfolio Trend
22 quarters · across all stocks
Holdings in PLX
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,819 | 64,433 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $110,579 | 61,433 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $135,864 | 61,200 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $90,576 | 61,200 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $128,000 | 50,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $135,360 | 72,000 | Principal | Sole | 2025-02-19 | |
| 2024-09-30 | $73,440 | 72,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $84,240 | 72,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $90,720 | 72,000 | Principal | Sole | 2024-05-08 | |
| 2023-12-31 | $142,400 | 80,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $132,800 | 80,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $120,300 | 60,150 | Shares | Sole | 2023-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||