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Portfolio (Quarterly) Guide ↗

O'ROURKE & COMPANY, Inc

· CIK 0001911468
13F Portfolio $257M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 168 New
Page 2 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INC Financial Services 3,476.0 $3.1M 1.19% NEW $879.06 +13.1%
22 IBM INTERNATIONAL BUSINESS MACHS Technology 9,956.0 $2.9M 1.15% NEW $296.21 -15.4%
23 VFH VANGUARD WORLD FD 22,087.0 $2.9M 1.15% NEW $133.49 -4.6%
24 VHT VANGUARD WORLD FD 9,738.0 $2.8M 1.09% NEW $287.84 -3.7%
25 VBR VANGUARD INDEX FDS 12,811.0 $2.7M 1.05% NEW $211.79 +11.1%
26 WELL WELLTOWER INC Real Estate 14,558.0 $2.7M 1.05% NEW $185.61 +17.5%
27 SPY SPDR S&P 500 ETF TR Financial Services 3,918.0 $2.7M 1.04% NEW $681.89 +10.1%
28 VTEB VANGUARD MUN BD FDS 50,597.0 $2.5M 0.99% NEW $50.29 -0.4%
29 BERKSHIRE HATHAWAY INC DEL 4,589.0 $2.3M 0.90% NEW $502.60
30 VYM VANGUARD WHITEHALL FDS 15,547.0 $2.2M 0.87% NEW $143.52 +10.6%
31 PHO INVESCO EXCHANGE TRADED FD T 30,199.0 $2.1M 0.83% NEW $70.41 -6.5%
32 GLD SPDR GOLD TR Financial Services 5,234.0 $2.1M 0.81% NEW $396.27 +4.5%
33 NVDA NVIDIA CORPORATION Technology 10,935.0 $2.0M 0.79% NEW $186.50 +15.2%
34 CWB SPDR SERIES TRUST 22,212.0 $2.0M 0.77% NEW $89.20 +19.7%
35 SCMB SCHWAB STRATEGIC TR 73,970.0 $1.9M 0.74% NEW $25.76 -0.7%
36 ALLW SSGA ACTIVE TR 66,164.0 $1.8M 0.71% NEW $27.49 +9.4%
37 JNJ JOHNSON & JOHNSON Healthcare 8,586.0 $1.8M 0.69% NEW $206.96 +11.2%
38 VDE VANGUARD WORLD FD 13,719.0 $1.7M 0.67% NEW $125.92 +30.0%
39 PAVE GLOBAL X FDS 33,324.0 $1.6M 0.62% NEW $47.79 +17.8%
40 LLY ELI LILLY & CO Healthcare 1,425.0 $1.5M 0.60% NEW $1074.57 -0.7%
Page 2 of 9  ·  168 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
Financial Services 36.1%
Technology 30.2%
Communication Services 10.2%
Healthcare 6.4%
Consumer Cyclical 5.5%
Real Estate 4.5%
Consumer Defensive 3.9%
Industrials 1.4%
Utilities 1.2%
Energy 0.7%