O'ROURKE & COMPANY, Inc

CIK: 0001911468Latest portfolio: $257.1M · Q4 2025

Holdings

168

Total Value

$257.1M

New Positions

167

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
79,456$21.6M8.40%NEW
2
XLKSELECT SECTOR SPDR TR
74,970$10.8M4.20%NEW
3
SPLVINVESCO EXCH TRADED FD TR II
137,320$9.8M3.81%NEW
4
JPIEJ P MORGAN EXCHANGE TRADED F
194,134$9.0M3.50%NEW
5
BXBLACKSTONE INC
53,532$8.3M3.21%NEW
6
BILSSPDR SERIES TRUST
77,135$7.7M2.98%NEW
7
JPMJPMORGAN CHASE & CO.
22,295$7.2M2.79%NEW
8
NOBLPROSHARES TR
60,573$6.3M2.45%NEW
9
MSFTMICROSOFT CORP
12,895$6.2M2.43%NEW
10
GOOGLALPHABET INC
17,713$5.5M2.16%NEW
11
GOOGALPHABET INC
16,928$5.3M2.07%NEW
12
JEPIJ P MORGAN EXCHANGE TRADED F
87,464$5.0M1.95%NEW
13
VTIVANGUARD INDEX FDS
14,651$4.9M1.91%NEW
14
VCITVANGUARD SCOTTSDALE FDS
58,452$4.9M1.90%NEW
15
KKRKKR & CO INC
38,045$4.8M1.89%NEW
16
RSPINVESCO EXCHANGE TRADED FD T
24,495$4.7M1.82%NEW
17
AMZNAMAZON COM INC
17,304$4.0M1.55%NEW
18
APOAPOLLO GLOBAL MGMT INC
23,527$3.4M1.32%NEW
19
BINCBLACKROCK ETF TRUST II
63,337$3.3M1.30%NEW
20
VPUVANGUARD WORLD FD
16,719$3.1M1.20%NEW
21
GSGOLDMAN SACHS GROUP INC
3,476$3.1M1.19%NEW
22
IBMINTERNATIONAL BUSINESS MACHS
9,956$2.9M1.15%NEW
23
VFHVANGUARD WORLD FD
22,087$2.9M1.15%NEW
24
VHTVANGUARD WORLD FD
9,738$2.8M1.09%NEW
25
VBRVANGUARD INDEX FDS
12,811$2.7M1.06%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($2.3062074159211695e+32T)
Technology0.0% ($2.160062362949204e+32T)
Healthcare0.0% ($1.776153166460861e+25T)
Consumer Cyclical0.0% ($39947346434703.1T)
Consumer Defensive0.0% ($14021211854427.2T)
Real Estate0.0% ($2702416393.4T)
Industrials0.0% ($435367.3T)
Communication Services0.0% ($55.4T)
Utilities0.0% ($534.5B)
Energy0.0% ($808K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 28, 2026$257.1M168
Q3 2025Oct 22, 2025$239.3B0
Q2 2025Jul 18, 2025$214.2B159
Q1 2025May 8, 2025$201.6B151
Q4 2024Feb 13, 2025$204.1B147

Fund Information

CIK0001911468
Most Recent FilingJan 28, 2026
Number of Filings5

O'ROURKE & COMPANY, Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $257.1M across 168 holdings. The largest position is APPLE INC (AAPL), representing 8.4% of the portfolio. Compared to the previous quarter, the fund opened 168 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.