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Portfolio (Quarterly) Guide ↗

Orin Green Financial, LLC

· CIK 0001844227
13F Portfolio $271M AUM 83 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMPIRE ST RLTY OP L P 10,737.0 $51K 0.02% NEW $4.75
82 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 10,000.0 $23K 0.01% NEW $2.33 +13.3%
83 VEEA VEEA INC Technology 39,205.0 $9K 0.00% NEW $0.24 +561.0%
Page 5 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.3%
Financial Services 27.1%
Communication Services 5.2%
Consumer Cyclical 5.0%
Utilities 2.4%
Healthcare 2.0%
Consumer Defensive 1.8%
Industrials 1.2%