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Latest Orin Green Financial, LLC Stock Portfolio

Orin Green Financial, LLC Performance:
2026 Q1: -2.71%YTD: -2.71%2025: 12.97%
Performance for 2026 Q1 is -2.71%, and YTD is -2.71%, and 2025 is 12.97%.

About Orin Green Financial, LLC and 13F Hedge Fund Stock Holdings

Orin Green Financial, LLC is a hedge fund based in San Diego, CA. On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Orin Green Financial, LLC reported an equity portfolio of $243.8 Millions as of 31 Mar, 2026.

The top stock holdings of Orin Green Financial, LLC are IJR, VEA, IJR. The fund has invested 14.3% of it's portfolio in ISHARES TR and 9.7% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off ADOBE INC (ADBE) and LEGACY ED INC stocks. They significantly reduced their stock positions in TESLA INC (TSLA), ISHARES TR (AAXJ) and SPDR INDEX SHS FDS (CWI). Orin Green Financial, LLC opened new stock positions in SEMPRA (SRE), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), ISHARES TR (AAXJ) and ISHARES BITCOIN TRUST ETF.

Orin Green Financial, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Orin Green Financial, LLC made a return of -2.71% in the last quarter. In trailing 12 months, it's portfolio return was 18.44%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sempra2,326,150
dimensional etf trust206,775
ishares tr202,751
New stocks bought by Orin Green Financial, LLC

Additions

Ticker% Inc.
ishares tr30.12
ishares tr26.83
ishares bitcoin trust etf22.83
vanguard index fds21.12
ishares tr18.41
ishares tr13.02
berkshire hathaway inc del12.62
ishares tr12.22
Additions to existing portfolio by Orin Green Financial, LLC

Reductions

Ticker% Reduced
tesla inc-71.39
ishares tr-9.87
ishares tr-6.47
spdr index shs fds-5.38
ishares tr-5.14
ishares tr-4.34
ishares tr-3.68
vanguard intl equity index f-3.51
Orin Green Financial, LLC reduced stake in above stock

Sold off

Ticker$ Sold
legacy ed inc-101,900
adobe inc-217,344
Orin Green Financial, LLC got rid off the above stocks

Sector Distribution

Orin Green Financial, LLC has about 87.5% of it's holdings in Others sector.

Sector%
Others87.5
Technology7.7
Communication Services2.1

Market Cap. Distribution

Orin Green Financial, LLC has about 12.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87.5
LARGE-CAP6.5
MEGA-CAP5.9

Stocks belong to which Index?

About 12.4% of the stocks held by Orin Green Financial, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87.5
S&P 50012.4
Top 5 Winners (%)%
NOK
nokia corp
24.3 %
CAT
caterpillar inc
23.7 %
PLX
protalix biotherapeutics inc
20.0 %
COST
costco wholesale corporation
15.6 %
GLD
spdr gold tr
8.6 %
Top 5 Winners ($)$
VEA
vanguard tax-managed fds
0.6 M
IJR
ishares tr
0.5 M
GLD
spdr gold tr
0.4 M
CWI
spdr index shs fds
0.2 M
IJR
ishares tr
0.2 M
Top 5 Losers (%)%
CRM
salesforce inc
-29.5 %
QCOM
qualcomm inc
-24.7 %
MSFT
microsoft corp
-23.5 %
ishares bitcoin trust etf
-21.0 %
ESBA
empire st rlty op l p
-17.4 %
Top 5 Losers ($)$
QCOM
qualcomm inc
-3.6 M
IJR
ishares tr
-1.7 M
CRM
salesforce inc
-0.7 M
VB
vanguard index fds
-0.4 M
SPY
state str spdr s&p 500 etf t
-0.3 M

Orin Green Financial, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Orin Green Financial, LLC

Orin Green Financial, LLC has 78 stocks in it's portfolio. About 61.7% of the portfolio is in top 10 stocks. QCOM proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Orin Green Financial, LLC last quarter.

Last Reported on: 29 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions