Institutions / O'ROURKE & COMPANY, Inc
O'ROURKE & COMPANY, Inc
CIK 1911468 · Institution · as of Dec 31, 2025
Portfolio value
$257.11M
Positions
168
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 168 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $21.60M | 8.4% |
| Select Sector SPDR Tr | $10.79M | 4.2% |
| Invesco Exch Traded Fd Tr II | $9.81M | 3.8% |
| J P Morgan Exchange Traded F | $8.99M | 3.5% |
| Blackstone Inc | $8.25M | 3.2% |
| SPDR Series Trust | $7.65M | 3.0% |
| JPMorgan Chase & Co | $7.18M | 2.8% |
| ProShares Tr | $6.30M | 2.5% |
| Microsoft Corp | $6.24M | 2.4% |
| Alphabet Inc. | $5.54M | 2.2% |
| Alphabet Inc. | $5.31M | 2.1% |
| J P Morgan Exchange Traded F | $5.01M | 1.9% |
| Vanguard Index Fds | $4.91M | 1.9% |
| Vanguard Scottsdale Fds | $4.90M | 1.9% |
| KKR & Co. Inc. | $4.85M | 1.9% |
| Invesco Exchange Traded Fd T | $4.69M | 1.8% |
| Amazon.com Inc | $3.99M | 1.6% |
| Apollo Global Management, Inc. | $3.41M | 1.3% |
| BlackRock ETF Trust II | $3.34M | 1.3% |
| Vanguard World Fd | $3.09M | 1.2% |
| The Goldman Sachs Group, Inc. | $3.06M | 1.2% |
| International Business Machines Corp | $2.95M | 1.1% |
| Vanguard World Fd | $2.95M | 1.1% |
| Vanguard World Fd | $2.80M | 1.1% |
| Vanguard Index Fds | $2.71M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.