ORG Partners LLC
Annual return '25
+20.1%
SPY '25
+17.7%
Alpha
+2.4ptsvs SPY
Invested
$479.7M
Holdings
1,700
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOXR
VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036
Held since at least Q1 2024
11.6%
02
$SPY
SPDR S&P 500 ETF
Held since at least Q1 2024
2.3%
03
$AAPL
APPLE INC
Q1 2026: New position (236 shares)
2.2%
04
$NVDA
NVIDIA CORP
Q1 2026: New position (845 shares)
2.0%
05
$GILD
GILEAD SCIENCES INC
Held since at least Q1 2024
1.7%
06
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.7%
07
$DYNF
ISHS US EQTY FACTR
Held since at least Q1 2024
1.7%
08
$SCHD
SCHWAB US DIVIDEND
Held since at least Q1 2024
1.6%
09
$USFR
WISDOMTREE FLOATING RATE
Q1 2026: New position (665.8k shares)
1.5%
10
$BRK/B
BERKSHIRE HATHAWAY
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.