O'ROURKE & COMPANY, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1911468
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13F Reported Value
ⓘ$286.5M
Holdings
177
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
O'ROURKE & COMPANY, Inc disclosed 177 positions worth $286.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.7% of the equity portfolio. During the quarter the fund opened 9 new positions and exited 2 and a full exit from $BXP. The portfolio is most concentrated in Other (51.5% 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
Stable
$AAPL7.7% weight
Held 10 quarters
STATE STREET TECHNOLOGY SE
4.9% weight
Held 10 quarters
JPMORGAN INCOME ETF - ETF
4.6% weight
Held 8 quarters
$IVZ3.5% weight
Held 10 quarters
STATE STREET SPDR BLOOMBER
2.7% weight
Held 10 quarters
VANGUARD UTILITIES ETF - E
9 quarters accumulating
$NVDA9 quarters accumulating
$GLD9 quarters accumulating
VANGUARD REAL ESTATE ETF -
9 quarters accumulating
VANGUARD CONSUMER STAPLES
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$22.1M76,402 sh STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF
—Quality
$14.2M74,330 shJPMORGAN INCOME ETF - ETF
—Quality
$13.2M286,947 sh- —
Quality
$9.9M131,930 sh STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF - ETF
—Quality
$7.7M77,724 sh- 70.7
Quality
$7.0M21,517 sh PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF
—Quality
$6.8M121,402 sh- 74.4
Quality
$6.4M54,092 sh - 78.2
Quality
$6.0M16,882 sh JPMORGAN EQUITY PREMIUM INCOME ETF - ETF
—Quality
$5.9M103,938 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $22.1M | 76,402 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $14.2M | 74,330 |
| JPMORGAN INCOME ETF - ETF | — | $13.2M | 286,947 |
| Invesco Ltd.$IVZ | — | $9.9M | 131,930 |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF - ETF | — | $7.7M | 77,724 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $7.0M | 21,517 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF | — | $6.8M | 121,402 |
 Blackstone Inc.$BX | 74.4 | $6.4M | 54,092 |
 Alphabet Inc.$GOOG | 78.2 | $6.0M | 16,882 |
| JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $5.9M | 103,938 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of O'ROURKE & COMPANY, Inc's 177 positions.
Showing top 10 of 177 holdings.
Sector Allocation
Other
$147.6M
Financials
$58.6M
Technology
$47.4M
Consumer Discretionary
$8.0M
Healthcare
$8.0M
Real Estate
$5.6M
Industrials
$4.5M
Consumer Staples
$2.1M
Top Holdings — O'ROURKE & COMPANY, Inc (Q2 2026)
Top 150 of 177 disclosed positions (by reported value) 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. | $22.1M | 7.7% | -1% | 76.4 |
| 2 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $14.2M | 4.9% | +4% | — |
| 3 | — | JPMORGAN INCOME ETF - ETF | $13.2M | 4.6% | +19% | — |
| 4 | $IVZ | Invesco Ltd. | $9.9M | 3.5% | -1% | — |
| 5 | — | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF - ETF | $7.7M | 2.7% | -12% | — |
| 6 | $JPM | JPMORGAN CHASE & CO | $7.0M | 2.5% | -1% | 70.7 |
| 7 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF | $6.8M | 2.4% | +104% | — |
| 8 | $BX | Blackstone Inc. | $6.4M | 2.2% | +3% | 74.4 |
| 9 | $GOOG | Alphabet Inc. | $6.0M | 2.1% | -2% | 78.2 |
| 10 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $5.9M | 2.0% | +13% | — |
| 11 | $IVZ | Invesco Ltd. | $5.7M | 2.0% | +3% | — |
| 12 |  $GOOGL | Alphabet Inc. | $5.4M | 1.9% | -2% | 78.2 |
| 13 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $5.1M | 1.8% | -0% | — |
| 14 |  $MSFT | MICROSOFT CORP | $4.9M | 1.7% | -0% | 79.8 |
| 15 | — | VANGUARD 0-3 MONTH TREASURY BILL ETF - ETF | $4.5M | 1.6% | NEW | — |
| 16 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $4.4M | 1.5% | +12% | — |
| 17 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF | $4.2M | 1.5% | -14% | — |
| 18 |  $AMZN | AMAZON COM INC | $4.0M | 1.4% | +1% | 68.7 |
| 19 | — | VANGUARD UTILITIES ETF - ETF | $3.5M | 1.2% | +4% | — |
| 20 |  $KKR | KKR & Co. Inc. | $3.5M | 1.2% | +3% | 54.3 |
| 21 |  $GS | GOLDMAN SACHS GROUP INC | $3.3M | 1.1% | -0% | 73.5 |
| 22 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.2M | 1.1% | +29% | 73.8 |
| 23 |  $WELL | WELLTOWER INC. | $3.2M | 1.1% | +0% | 59.8 |
| 24 |  $SPY | SPDR S&P 500 ETF TRUST | $3.1M | 1.1% | +2% | — |
| 25 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $3.1M | 1.1% | +20% | — |
| 26 | — | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF | $3.0M | 1.1% | +0% | — |
| 27 | — | VANGUARD FINANCIALS ETF - ETF | $2.8M | 1.0% | +0% | — |
| 28 | — | VANGUARD HEALTH CARE ETF - ETF | $2.8M | 1.0% | -2% | — |
| 29 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.7M | 0.9% | -1% | 70 |
| 30 |  $APO | Apollo Global Management, Inc. | $2.6M | 0.9% | -1% | 52.1 |
| 31 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $2.6M | 0.9% | -1% | — |
| 32 | — | ISHARES TR ISHARES SEMICDTR - ETF | $2.6M | 0.9% | -3% | — |
| 33 | — | STATE STREET BRIDGEWATER ALL WEATHER ETF - ETF | $2.5M | 0.9% | +5% | — |
| 34 | — | DAN IVES WEDBUSH AI REVOLUTION ETF - ETF | $2.5M | 0.9% | +14% | — |
| 35 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF | $2.3M | 0.8% | -1% | — |
| 36 | $NVDA | NVIDIA CORP | $2.3M | 0.8% | +1% | 85.9 |
| 37 | $GLD | SPDR GOLD TRUST | $2.2M | 0.8% | +4% | — |
| 38 |  $JNJ | JOHNSON & JOHNSON | $2.2M | 0.8% | +0% | 69 |
| 39 | $IVZ | Invesco Ltd. | $2.0M | 0.7% | -0% | — |
| 40 | — | VANGUARD ENERGY ETF - ETF | $1.9M | 0.7% | -3% | — |
| 41 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $1.9M | 0.7% | -2% | — |
| 42 | — | VANECK SEMICONDUCTOR ETF - ETF | $1.8M | 0.6% | +5% | — |
| 43 | — | SCHWAB MUNICIPAL BOND ETF - ETF | $1.8M | 0.6% | +6% | — |
| 44 | — | FRANKLIN MASSACHUSETTS MUNICIPAL INCOME ETF - ETF | $1.8M | 0.6% | +0% | — |
| 45 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | $1.8M | 0.6% | -3% | — |
| 46 |  $LLY | ELI LILLY & Co | $1.8M | 0.6% | +5% | 87.5 |
| 47 | — | ISHARES FLOATING RATE BOND ETF - ETF | $1.7M | 0.6% | -1% | — |
| 48 | — | VANECK URANIUM AND NUCLEAR ETF - ETF | $1.6M | 0.6% | +15% | — |
| 49 | $GS | GOLDMAN SACHS GROUP INC | $1.6M | 0.6% | +0% | 73.5 |
| 50 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.5% | +0% | 72.3 |
| 51 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF | $1.5M | 0.5% | +1% | — |
| 52 |  $WMT | Walmart Inc. | $1.5M | 0.5% | +1% | 60.2 |
| 53 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $1.5M | 0.5% | +10% | — |
| 54 |  $STT | STATE STREET CORP | $1.4M | 0.5% | +2% | 71.5 |
| 55 | — | ISHARES BIOTECHNOLOGY ETF - ETF | $1.2M | 0.4% | +0% | — |
| 56 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | $1.2M | 0.4% | +386% | — |
| 57 | — | ISHARES SELECT DIVIDEND ETF - ETF | $1.2M | 0.4% | -2% | — |
| 58 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.2M | 0.4% | +3% | 72.8 |
| 59 | — | AMPLIFY CYBERSECURITY ETF - ETF | $1.2M | 0.4% | +890% | — |
| 60 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $1.2M | 0.4% | -1% | — |
| 61 | — | VANGUARD REAL ESTATE ETF - ETF | $1.1M | 0.4% | +8% | — |
| 62 |  $SLV | iShares Silver Trust | $1.1M | 0.4% | +0% | — |
| 63 | — | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF - ETF | $1.1M | 0.4% | +5% | — |
| 64 | — | VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF | $1.1M | 0.4% | -1% | — |
| 65 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.4% | -4% | — |
| 66 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $1.0M | 0.4% | +5% | — |
| 67 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.3% | +3% | 65.8 |
| 68 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $995,154 | 0.3% | +4% | — |
| 69 |  $SCHW | SCHWAB CHARLES CORP | $985,115 | 0.3% | -3% | 79.4 |
| 70 |  $CAT | CATERPILLAR INC | $980,119 | 0.3% | +0% | 66.5 |
| 71 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | $950,263 | 0.3% | +302% | — |
| 72 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $942,541 | 0.3% | -1% | — |
| 73 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | $932,943 | 0.3% | -1% | — |
| 74 |  $PFE | PFIZER INC | $931,355 | 0.3% | +6% | 62 |
| 75 | $IVZ | Invesco Ltd. | $917,239 | 0.3% | +11% | — |
| 76 |  $PG | PROCTER & GAMBLE Co | $906,096 | 0.3% | +0% | 64.6 |
| 77 |  $EVR | Evercore Inc. | $889,261 | 0.3% | -3% | 76.9 |
| 78 | — | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF - ETF | $870,972 | 0.3% | +1% | — |
| 79 | — | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF - ETF | $869,688 | 0.3% | -1% | — |
| 80 |  $KMI | KINDER MORGAN, INC. | $865,104 | 0.3% | -4% | 71.3 |
| 81 |  $AVGO | Broadcom Inc. | $832,081 | 0.3% | +1% | 84.5 |
| 82 |  $ADI | ANALOG DEVICES INC | $811,815 | 0.3% | -27% | 79.2 |
| 83 | — | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF - ETF | $788,941 | 0.3% | +0% | — |
| 84 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $769,874 | 0.3% | +0% | 61.7 |
| 85 | — | VANGUARD S&P MID-CAP 400 ETF - ETF | $768,091 | 0.3% | -5% | — |
| 86 |  $CRWD | CrowdStrike Holdings, Inc. | $745,588 | 0.3% | +0% | 67.7 |
| 87 | — | ISHARES PREFERRED & INCOME SECURITIES ETF - ETF | $720,815 | 0.3% | -1% | — |
| 88 |  $BMY | BRISTOL MYERS SQUIBB CO | $703,045 | 0.3% | +5% | 70.4 |
| 89 |  $MRK | Merck & Co., Inc. | $697,048 | 0.2% | +0% | 59.9 |
| 90 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $688,104 | 0.2% | +7% | — |
| 91 |  $MCD | MCDONALDS CORP | $681,613 | 0.2% | -2% | 69 |
| 92 |  $CG | Carlyle Group Inc. | $671,383 | 0.2% | +3% | 59.8 |
| 93 | — | GLOBAL X CYBERSECURITY ETF - ETF | $670,949 | 0.2% | +3% | — |
| 94 | — | VANGUARD S&P SMALL-CAP 600 ETF - ETF | $650,842 | 0.2% | +0% | — |
| 95 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - ETF | $632,099 | 0.2% | +54% | — |
| 96 |  $ABBV | AbbVie Inc. | $628,825 | 0.2% | -2% | 72.6 |
| 97 |  $WAT | WATERS CORP /DE/ | $626,317 | 0.2% | -5% | 60.4 |
| 98 |  $MS | MORGAN STANLEY | $616,957 | 0.2% | +0% | 75.8 |
| 99 |  $DELL | Dell Technologies Inc. | $609,528 | 0.2% | +0% | 71.2 |
| 100 | — | ISHARES CORE S&P 500 ETF - ETF | $607,386 | 0.2% | +0% | — |
| 101 | — | ISHARES CONVERTIBLE BOND ETF - ETF | $587,266 | 0.2% | -20% | — |
| 102 |  $MO | ALTRIA GROUP, INC. | $581,576 | 0.2% | +8% | 67.4 |
| 103 |  $DUK | Duke Energy CORP | $580,102 | 0.2% | +0% | 56.4 |
| 104 | — | VIRTUS TERRANOVA US QUALITY MOMENTUM ETF - ETF | $576,673 | 0.2% | +4% | — |
| 105 |  $C | CITIGROUP INC | $569,493 | 0.2% | -1% | 65 |
| 106 |  $BLK | BlackRock, Inc. | $568,978 | 0.2% | -0% | 70 |
| 107 |  $SO | SOUTHERN CO | $549,880 | 0.2% | +0% | 62 |
| 108 | — | PROSHARES NASDAQ-100 DORSEY WRIGHT MOMENTUM ETF - ETF | $538,499 | 0.2% | -6% | — |
| 109 |  $BAC | BANK OF AMERICA CORP /DE/ | $532,172 | 0.2% | -2% | 67.6 |
| 110 | — | FIRST TRUST CAPITAL STRENGTH ETF - ETF | $467,204 | 0.2% | -5% | — |
| 111 | — | VANGUARD CONSUMER STAPLES ETF - ETF | $467,122 | 0.2% | +0% | — |
| 112 |  $KEY | KEYCORP /NEW/ | $459,650 | 0.2% | +0% | 70.8 |
| 113 |  $UNH | UNITEDHEALTH GROUP INC | $452,682 | 0.2% | +0% | 62.7 |
| 114 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETF | $451,775 | 0.2% | +5% | — |
| 115 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $451,427 | 0.2% | +0% | — |
| 116 |  $NGG | NATIONAL GRID PLC | $451,028 | 0.2% | -0% | — |
| 117 |  $LOW | LOWES COMPANIES INC | $442,711 | 0.1% | +0% | 60.8 |
| 118 |  $MFC | MANULIFE FINANCIAL CORP | $436,342 | 0.1% | -7% | — |
| 119 |  $SPG | SIMON PROPERTY GROUP INC. | $433,427 | 0.1% | +0% | 76.7 |
| 120 | — | VANGUARD MATERIALS ETF - ETF | $433,404 | 0.1% | +0% | — |
| 121 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | $433,033 | 0.1% | +0% | — |
| 122 |  $AMGN | AMGEN INC | $429,455 | 0.1% | +0% | 79.2 |
| 123 |  $MC | Moelis & Co | $419,552 | 0.1% | +0% | — |
| 124 |  $MSDL | Morgan Stanley Direct Lending Fund | $409,117 | 0.1% | NEW | — |
| 125 |  $PANW | Palo Alto Networks Inc | $407,178 | 0.1% | NEW | 65.5 |
| 126 | — | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF - ETF | $387,583 | 0.1% | +0% | — |
| 127 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $380,043 | 0.1% | +287% | — |
| 128 |  $KMB | KIMBERLY CLARK CORP | $378,789 | 0.1% | +5% | 58.7 |
| 129 |  $WFC | WELLS FARGO & COMPANY/MN | $375,480 | 0.1% | +0% | 61.8 |
| 130 |  $WM | WASTE MANAGEMENT INC | $374,560 | 0.1% | +0% | 67.6 |
| 131 |  $PLD | Prologis, Inc. | $341,986 | 0.1% | +7% | 68.3 |
| 132 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $339,740 | 0.1% | -7% | — |
| 133 |  $HD | HOME DEPOT, INC. | $336,035 | 0.1% | +0% | 60.3 |
| 134 |  $LAZ | Lazard, Inc. | $333,898 | 0.1% | +0% | 59.3 |
| 135 | — | ISHARES GLOBAL REIT ETF - ETF | $328,450 | 0.1% | +2% | — |
| 136 | — | ISHARES RUSSELL MIDCAP ETF - ETF | $325,601 | 0.1% | +0% | — |
| 137 | — | VANECK AGRIBUSINESS ETF - ETF | $324,966 | 0.1% | -7% | — |
| 138 | — | VANGUARD S&P 500 ETF - ETF | $324,316 | 0.1% | +1% | — |
| 139 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | $321,570 | 0.1% | -7% | — |
| 140 | — | VANGUARD RUSSELL 2000 ETF - ETF | $317,831 | 0.1% | -2% | — |
| 141 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $291,602 | 0.1% | +0% | — |
| 142 |  $TSLA | Tesla, Inc. | $288,134 | 0.1% | +11% | 53.9 |
| 143 | — | ISHARES MSCI AGRICULTURE PRODUCERS ETF - ETF | $287,077 | 0.1% | +0% | — |
| 144 |  $CL | COLGATE PALMOLIVE CO | $282,178 | 0.1% | -5% | 61.3 |
| 145 |  $COST | COSTCO WHOLESALE CORP /NEW | $280,794 | 0.1% | +16% | 66.2 |
| 146 |  $T | AT&T INC. | $275,642 | 0.1% | +3% | 65.7 |
| 147 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $266,851 | 0.1% | +0% | — |
| 148 |  $CSCO | CISCO SYSTEMS, INC. | $264,766 | 0.1% | NEW | 70.3 |
| 149 | — | DIMENSIONAL EMERGING MARKETS VALUE ETF - ETF | $261,635 | 0.1% | +6% | — |
| 150 |  $MA | Mastercard Inc | $261,049 | 0.1% | +0% | 85.1 |
New Positions (9)
VANGUARD 0-3 MONTH TREASURY BILL ETF - ETF$4.5M
$MSDL Morgan Stanley Direct Lending Fund$409,117$PANW Palo Alto Networks Inc$407,178$CSCO CISCO SYSTEMS, INC.$264,766 VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF$238,727
$V VISA INC.$209,027
$AMD ADVANCED MICRO DEVICES INC$200,610
$OWL BLUE OWL CAPITAL INC.$149,438
$MVIS MICROVISION, INC.$29,502
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