O'ROURKE & COMPANY, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911468
Institutional-grade research for retail investors
13F Reported Value
ⓘ$252.6M
Holdings
171
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
O'ROURKE & COMPANY, Inc disclosed 171 positions worth $252.6M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.8% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 5 — including a new stake in $XOM. The portfolio is most concentrated in Other (49.6% of disclosed assets). All figures are sourced directly from O'ROURKE & COMPANY, Inc’s Form 13F-HR filing with the SEC under CIK 1911468.
AI Fund Analysis
Diversifying
$AAPL7.8% weight
Held 9 quarters
JPMORGAN INCOME ETF
4.4% weight
Held 7 quarters
$IVZ3.9% weight
Held 9 quarters
STATE STREET TECHNOLOGY SE
3.8% weight
Held 9 quarters
STATE STREET SPDR BLOOMBER
3.5% weight
Held 9 quarters
VANGUARD UTILITIES ETF
8 quarters accumulating
$GLD8 quarters accumulating
$NVDA8 quarters accumulating
STATE STREET UTILITIES SEL
8 quarters accumulating
VANGUARD REAL ESTATE ETF
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$19.6M77,188 sh JPMORGAN INCOME ETF
—Quality
$11.1M241,622 sh- —
Quality
$9.7M133,188 sh STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
—Quality
$9.5M71,788 shSTATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
—Quality
$8.8M88,389 sh- 35.6
Quality
$6.4M21,686 sh PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
—Quality
$6.3M59,607 sh- 68.0
Quality
$6.0M52,369 sh JPMORGAN EQUITY PREMIUM INCOME ETF
—Quality
$5.2M92,073 sh- 80.2
Quality
$4.9M17,205 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $19.6M | 77,188 |
| JPMORGAN INCOME ETF | — | $11.1M | 241,622 |
| Invesco Ltd.$IVZ | — | $9.7M | 133,188 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | — | $9.5M | 71,788 |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | — | $8.8M | 88,389 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $6.4M | 21,686 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | — | $6.3M | 59,607 |
 Blackstone Inc.$BX | 68.0 | $6.0M | 52,369 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | — | $5.2M | 92,073 |
 Alphabet Inc.$GOOG | 80.2 | $4.9M | 17,205 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of O'ROURKE & COMPANY, Inc's 171 positions.
Showing top 10 of 171 holdings.
Sector Allocation
Other
$125.2M
Financials
$55.1M
Technology
$39.8M
Consumer Discretionary
$7.6M
Healthcare
$7.4M
Real Estate
$5.3M
Industrials
$3.7M
Consumer Staples
$3.3M
Full Holdings — O'ROURKE & COMPANY, Inc (Q1 2026)
All 171 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $19.6M | 7.8% | -3% | 76.1 |
| 2 | — | JPMORGAN INCOME ETF | $11.1M | 4.4% | +24% | — |
| 3 | $IVZ | Invesco Ltd. | $9.7M | 3.9% | -3% | — |
| 4 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $9.5M | 3.8% | -4% | — |
| 5 | — | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $8.8M | 3.5% | +15% | — |
| 6 | $JPM | JPMORGAN CHASE & CO | $6.4M | 2.5% | -3% | 35.6 |
| 7 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $6.3M | 2.5% | -2% | — |
| 8 | $BX | Blackstone Inc. | $6.0M | 2.4% | -2% | 68 |
| 9 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $5.2M | 2.1% | +5% | — |
| 10 | $GOOG | Alphabet Inc. | $4.9M | 2.0% | -3% | 80.2 |
| 11 | $IVZ | Invesco Ltd. | $4.9M | 2.0% | +5% | — |
| 12 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.9M | 2.0% | +2% | — |
| 13 |  $MSFT | MICROSOFT CORP | $4.8M | 1.9% | +1% | 83.7 |
| 14 |  $GOOGL | Alphabet Inc. | $4.5M | 1.8% | -8% | 80.2 |
| 15 | — | VANGUARD TOTAL STOCK MARKET ETF | $4.4M | 1.8% | -5% | — |
| 16 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF | $3.9M | 1.6% | +20% | — |
| 17 |  $AMZN | AMAZON COM INC | $3.5M | 1.4% | -4% | 74.6 |
| 18 |  $KKR | KKR & Co. Inc. | $3.4M | 1.4% | -2% | 49.8 |
| 19 | — | VANGUARD UTILITIES ETF | $3.4M | 1.4% | +4% | — |
| 20 |  $WELL | WELLTOWER INC. | $2.8M | 1.1% | -4% | 75.7 |
| 21 |  $GS | GOLDMAN SACHS GROUP INC | $2.7M | 1.1% | -7% | — |
| 22 | — | VANGUARD SMALL CAP VALUE ETF | $2.7M | 1.1% | -3% | — |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $2.6M | 1.1% | +4% | — |
| 24 | — | VANGUARD HEALTH CARE ETF | $2.6M | 1.0% | -2% | — |
| 25 | — | VANGUARD FINANCIALS ETF | $2.6M | 1.0% | -3% | — |
| 26 | — | VANGUARD TAX-EXEMPT BOND ETF | $2.5M | 1.0% | -1% | — |
| 27 |  $APO | Apollo Global Management, Inc. | $2.5M | 1.0% | -5% | 55.7 |
| 28 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2.4M | 1.0% | +6% | — |
| 29 | $GLD | SPDR GOLD TRUST | $2.4M | 1.0% | +9% | — |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.9% | +9% | 64.5 |
| 31 | — | STATE STREET BRIDGEWATER ALL WEATHER ETF | $2.3M | 0.9% | +22% | — |
| 32 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.3M | 0.9% | -4% | 66.7 |
| 33 | — | VANGUARD ENERGY ETF | $2.3M | 0.9% | -3% | — |
| 34 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 0.8% | -1% | 72.8 |
| 35 | $NVDA | NVIDIA CORP | $2.0M | 0.8% | +5% | 90.2 |
| 36 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.0M | 0.8% | -2% | — |
| 37 | $IVZ | Invesco Ltd. | $2.0M | 0.8% | -2% | — |
| 38 | — | FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF | $1.8M | 0.7% | +100% | — |
| 39 | — | ISHARES FLOATING RATE BOND ETF | $1.7M | 0.7% | +12% | — |
| 40 | — | SCHWAB MUNICIPAL BOND ETF | $1.7M | 0.7% | -10% | — |
| 41 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.7M | 0.7% | -2% | — |
| 42 |  $WMT | Walmart Inc. | $1.6M | 0.7% | +5% | 63.2 |
| 43 | — | DAN IVES WEDBUSH AI REVOLUTION ETF | $1.6M | 0.6% | +45% | — |
| 44 | — | VANECK URANIUM AND NUCLEAR ETF | $1.6M | 0.6% | +11% | — |
| 45 | $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.6% | +10% | — |
| 46 |  $SLV | iShares Silver Trust | $1.4M | 0.6% | -3% | — |
| 47 |  $KO | COCA COLA CO | $1.4M | 0.5% | +3% | 74 |
| 48 | — | ISHARES SEMICONDUCTOR ETF | $1.4M | 0.5% | -3% | — |
| 49 |  $STT | STATE STREET CORP | $1.3M | 0.5% | -2% | 61.5 |
| 50 |  $LLY | ELI LILLY & Co | $1.3M | 0.5% | -0% | 89.3 |
| 51 | — | VANGUARD SMALL-CAP ETF | $1.3M | 0.5% | -5% | — |
| 52 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF | $1.3M | 0.5% | -2% | — |
| 53 | — | ISHARES SELECT DIVIDEND ETF | $1.2M | 0.5% | -3% | — |
| 54 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.2M | 0.5% | +12% | — |
| 55 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.5% | +9% | 71.6 |
| 56 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.1M | 0.5% | -29% | 70.2 |
| 57 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1.1M | 0.4% | -78% | — |
| 58 | — | ISHARES BIOTECHNOLOGY ETF | $1.1M | 0.4% | -2% | — |
| 59 | — | VANGUARD DIVIDEND APPRECIATION ETF | $1.1M | 0.4% | -6% | — |
| 60 |  $SCHW | SCHWAB CHARLES CORP | $1.0M | 0.4% | -2% | 77.2 |
| 61 | — | VANECK SEMICONDUCTOR ETF | $1.0M | 0.4% | -4% | — |
| 62 |  $PFE | PFIZER INC | $1.0M | 0.4% | +49% | 69 |
| 63 | — | VANGUARD MID-CAP VALUE ETF | $1.0M | 0.4% | -2% | — |
| 64 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $965,810 | 0.4% | +5% | — |
| 65 | — | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $964,410 | 0.4% | +4% | — |
| 66 | — | VANGUARD REAL ESTATE ETF | $963,760 | 0.4% | +14% | — |
| 67 | — | SCHWAB US DIVIDEND EQUITY ETF | $954,226 | 0.4% | -2% | — |
| 68 |  $KMI | KINDER MORGAN, INC. | $943,184 | 0.4% | -4% | 74.6 |
| 69 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $933,683 | 0.4% | -3% | — |
| 70 |  $PG | PROCTER & GAMBLE Co | $892,391 | 0.3% | +4% | 72.9 |
| 71 |  $ADI | ANALOG DEVICES INC | $890,792 | 0.3% | +0% | 76.2 |
| 72 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $883,948 | 0.3% | -2% | — |
| 73 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $869,451 | 0.3% | -4% | — |
| 74 | — | VANGUARD MID-CAP ETF | $842,694 | 0.3% | -10% | — |
| 75 | $IVZ | Invesco Ltd. | $836,398 | 0.3% | +23% | — |
| 76 | — | AMPLIFY CYBERSECURITY ETF | $834,687 | 0.3% | -90% | — |
| 77 | — | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $813,965 | 0.3% | +2% | — |
| 78 |  $MCD | MCDONALDS CORP | $800,494 | 0.3% | +7% | 73.9 |
| 79 |  $EVR | Evercore Inc. | $799,949 | 0.3% | -2% | 76.1 |
| 80 | — | VANGUARD MEGA CAP VALUE ETF | $772,216 | 0.3% | -15% | — |
| 81 |  $CG | Carlyle Group Inc. | $750,635 | 0.3% | +0% | 47.3 |
| 82 |  $AMAT | APPLIED MATERIALS INC /DE | $730,874 | 0.3% | +2% | 74.8 |
| 83 | — | ISHARES PREFERRED & INCOME SECURITIES ETF | $724,870 | 0.3% | -2% | — |
| 84 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.3% | NEW | 64.5 |
| 85 | — | VANGUARD S&P MID-CAP 400 ETF | $705,680 | 0.3% | -5% | — |
| 86 |  $BMY | BRISTOL MYERS SQUIBB CO | $705,252 | 0.3% | +3% | 70.1 |
| 87 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $678,670 | 0.3% | +0% | 65.9 |
| 88 |  $AVGO | Broadcom Inc. | $672,511 | 0.3% | +10% | 86.4 |
| 89 | — | VANGUARD SMALL-CAP GROWTH ETF | $651,842 | 0.3% | -10% | — |
| 90 |  $CAT | CATERPILLAR INC | $651,561 | 0.3% | +21% | 67.8 |
| 91 |  $MRK | Merck & Co., Inc. | $651,427 | 0.3% | +0% | 70.9 |
| 92 | — | ISHARES CONVERTIBLE BOND ETF | $611,817 | 0.2% | -3% | — |
| 93 |  $DUK | Duke Energy CORP | $598,987 | 0.2% | +0% | 64 |
| 94 |  $SO | SOUTHERN CO | $553,959 | 0.2% | +0% | 65.1 |
| 95 |  $ABBV | AbbVie Inc. | $553,660 | 0.2% | -1% | 59.3 |
| 96 | — | VANGUARD S&P SMALL-CAP 600 ETF | $543,378 | 0.2% | -1% | — |
| 97 | — | ISHARES MSCI EMERGING MARKETS ETF | $531,373 | 0.2% | +5% | — |
| 98 | — | ISHARES CORE S&P 500 ETF | $528,586 | 0.2% | -23% | — |
| 99 |  $WAT | WATERS CORP /DE/ | $521,448 | 0.2% | +0% | 69.9 |
| 100 |  $MO | ALTRIA GROUP, INC. | $492,261 | 0.2% | +1% | 72.1 |
| 101 | — | FIRST TRUST CAPITAL STRENGTH ETF | $485,597 | 0.2% | -4% | — |
| 102 |  $MS | MORGAN STANLEY | $485,336 | 0.2% | +0% | — |
| 103 |  $C | CITIGROUP INC | $484,860 | 0.2% | -2% | 54.8 |
| 104 | — | VIRTUS TERRANOVA US QUALITY MOMENTUM ETF | $480,126 | 0.2% | +20% | — |
| 105 |  $LOW | LOWES COMPANIES INC | $474,450 | 0.2% | +3% | 63.5 |
| 106 |  $BLK | BlackRock, Inc. | $468,870 | 0.2% | -2% | 70.3 |
| 107 |  $BAC | BANK OF AMERICA CORP /DE/ | $464,790 | 0.2% | -0% | 68.4 |
| 108 | — | VANGUARD CONSUMER STAPLES ETF | $463,397 | 0.2% | +2% | — |
| 109 |  $NGG | NATIONAL GRID PLC | $460,444 | 0.2% | +0% | — |
| 110 | — | GLOBAL X CYBERSECURITY ETF | $429,976 | 0.2% | -5% | — |
| 111 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $429,618 | 0.2% | -2% | — |
| 112 | — | VANGUARD MATERIALS ETF | $426,869 | 0.2% | +5% | — |
| 113 |  $AMGN | AMGEN INC | $415,884 | 0.2% | -8% | 79.5 |
| 114 | — | STATE STREET SPDR S&P DIVIDEND ETF | $414,953 | 0.2% | -22% | — |
| 115 | — | VANGUARD VALUE ETF | $405,540 | 0.2% | -9% | — |
| 116 |  $KEY | KEYCORP /NEW/ | $399,826 | 0.2% | +0% | 70.4 |
| 117 |  $MFC | MANULIFE FINANCIAL CORP | $397,847 | 0.2% | -6% | — |
| 118 |  $WM | WASTE MANAGEMENT INC | $385,554 | 0.1% | +0% | 70.7 |
| 119 |  $CRWD | CrowdStrike Holdings, Inc. | $381,431 | 0.1% | -1% | 55 |
| 120 |  $T | AT&T INC. | $374,816 | 0.1% | -0% | 71.9 |
| 121 | — | VANECK AGRIBUSINESS ETF | $371,978 | 0.1% | -3% | — |
| 122 |  $MC | Moelis & Co | $365,383 | 0.1% | -1% | — |
| 123 |  $WFC | WELLS FARGO & COMPANY/MN | $361,462 | 0.1% | +0% | — |
| 124 |  $SPG | SIMON PROPERTY GROUP INC. | $359,736 | 0.1% | -9% | 76.9 |
| 125 | — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF | $339,635 | 0.1% | +0% | — |
| 126 |  $LAZ | Lazard, Inc. | $337,870 | 0.1% | +4% | 59.3 |
| 127 | — | ISHARES RUSSELL 1000 GROWTH ETF | $336,837 | 0.1% | -45% | — |
| 128 |  $VICI | VICI PROPERTIES INC. | $332,820 | 0.1% | -7% | 76.2 |
| 129 | — | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $332,772 | 0.1% | +7% | — |
| 130 |  $KMB | KIMBERLY CLARK CORP | $316,245 | 0.1% | +38% | 61.7 |
| 131 |  $HD | HOME DEPOT, INC. | $313,062 | 0.1% | +6% | 69.2 |
| 132 |  $PLD | Prologis, Inc. | $311,798 | 0.1% | -9% | 67.5 |
| 133 | — | ISHARES CORE S&P SMALL CAP ETF | $306,799 | 0.1% | -5% | — |
| 134 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $305,530 | 0.1% | -16% | — |
| 135 |  $XOM | EXXON MOBIL CORP | $300,343 | 0.1% | NEW | 61.8 |
| 136 | — | ISHARES GLOBAL REIT ETF | $296,425 | 0.1% | -7% | — |
| 137 |  $UNH | UNITEDHEALTH GROUP INC | $294,493 | 0.1% | +37% | 66.8 |
| 138 | — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $293,838 | 0.1% | -10% | — |
| 139 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $292,048 | 0.1% | NEW | — |
| 140 | — | ISHARES RUSSELL MIDCAP ETF | $286,763 | 0.1% | -25% | — |
| 141 | — | VANGUARD S&P 500 ETF | $279,392 | 0.1% | -7% | — |
| 142 |  $CL | COLGATE PALMOLIVE CO | $275,634 | 0.1% | +14% | 72.4 |
| 143 |  $PEP | PEPSICO INC | $270,809 | 0.1% | +16% | 62.7 |
| 144 | — | VANGUARD RUSSELL 2000 ETF | $266,987 | 0.1% | -4% | — |
| 145 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $260,564 | 0.1% | NEW | — |
| 146 |  $COST | COSTCO WHOLESALE CORP /NEW | $258,148 | 0.1% | NEW | 67 |
| 147 |  $ADP | AUTOMATIC DATA PROCESSING INC | $256,007 | 0.1% | +0% | 77.9 |
| 148 | — | ISHARES CORE S&P MID-CAP ETF | $255,236 | 0.1% | +0% | — |
| 149 |  $MA | Mastercard Inc | $253,867 | 0.1% | +3% | 81.7 |
| 150 |  $FDX | FEDEX CORP | $252,702 | 0.1% | -1% | 60.3 |
| 151 |  $AFL | AFLAC INC | $241,362 | 0.1% | +0% | 60.3 |
| 152 |  $DELL | Dell Technologies Inc. | $231,159 | 0.1% | -16% | 76 |
| 153 |  $TSLA | Tesla, Inc. | $229,390 | 0.1% | -10% | 50.1 |
| 154 |  $RTX | RTX Corp | $225,307 | 0.1% | -3% | 70 |
| 155 |  $BXP | BXP, Inc. | $225,110 | 0.1% | -30% | 50.9 |
| 156 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $219,499 | 0.1% | -20% | — |
| 157 |  $META | Meta Platforms, Inc. | $219,422 | 0.1% | NEW | 80.9 |
| 158 |  $ABT | ABBOTT LABORATORIES | $215,094 | 0.1% | +0% | 67 |
| 159 | — | VANGUARD GROWTH ETF | $212,774 | 0.1% | -13% | — |
| 160 |  $NVS | NOVARTIS AG | $210,560 | 0.1% | NEW | — |
| 161 |  $ARCC | ARES CAPITAL CORP | $208,381 | 0.1% | -18% | — |
| 162 | — | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $207,876 | 0.1% | +3% | — |
| 163 | — | DIMENSIONAL EMERGING MARKETS VALUE ETF | $206,343 | 0.1% | NEW | — |
| 164 | — | JPMORGAN ACTIVE BOND ETF | $201,341 | 0.1% | NEW | — |
| 165 | — | ISHARES RUSSELL 2000 ETF | $200,066 | 0.1% | -24% | — |
| 166 |  $AGNC | AGNC Investment Corp. | $179,295 | 0.1% | +9% | — |
| 167 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $164,688 | 0.1% | +5% | — |
| 168 |  $PFD | FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC | $152,976 | 0.1% | +3% | — |
| 169 |  $PLUG | PLUG POWER INC | $63,654 | 0.0% | +0% | 18.8 |
| 170 |  $HYLN | Hyliion Holdings Corp. | $35,210 | 0.0% | +0% | 25.9 |
| 171 |  $INVZ | Innoviz Technologies Ltd. | $21,730 | 0.0% | +14% | — |
New Positions (8)
$XOM EXXON MOBIL CORP$300,343 GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$292,048
STATE STREET ENERGY SELECT SECTOR SPDR ETF$260,564
$COST COSTCO WHOLESALE CORP /NEW$258,148$META Meta Platforms, Inc.$219,422$NVS NOVARTIS AG$210,560 DIMENSIONAL EMERGING MARKETS VALUE ETF$206,343
JPMORGAN ACTIVE BOND ETF$201,341
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