BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

O'ROURKE & COMPANY, Inc

· CIK 0001911468
13F Portfolio $253M AUM 171 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 54 Added 86 Reduced 6 Exited
Page 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 11,389.0 $934K 0.37% -307.0 -2.6% $81.98 +2.0%
42 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 17,905.0 $884K 0.35% -412.0 -2.2% $49.37 +5.1%
43 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,506.0 $869K 0.34% -58.0 -3.7% $577.32 +26.5%
44 VO VANGUARD MID-CAP ETF 2,934.0 $843K 0.33% -334.0 -10.2% $287.22 -72.6%
45 HACK AMPLIFY CYBERSECURITY ETF 1,116.0 $835K 0.33% -10K -90.0% $747.93 -87.2%
46 EVR EVERCORE INC CLASS A Financial Services 2,680.0 $800K 0.32% -49.0 -1.8% $298.49 +15.2%
47 MGV VANGUARD MEGA CAP VALUE ETF 5,327.0 $772K 0.31% -969.0 -15.4% $144.96 +8.9%
48 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 23,907.0 $725K 0.29% -367.0 -1.5% $30.32 +3.4%
49 IVOO VANGUARD S&P MID-CAP 400 ETF 6,173.0 $706K 0.28% -291.0 -4.5% $114.32 +10.6%
50 VBK VANGUARD SMALL-CAP GROWTH ETF 2,157.0 $652K 0.26% -240.0 -10.0% $302.20 +16.7%
51 ICVT ISHARES CONVERTIBLE BOND ETF 6,011.0 $612K 0.24% -174.0 -2.8% $101.78 +17.8%
52 ABBV ABBVIE INC COM Healthcare 2,546.0 $554K 0.22% -32.0 -1.2% $217.46 -2.0%
53 VIOO VANGUARD S&P SMALL-CAP 600 ETF 4,732.0 $543K 0.21% -35.0 -0.7% $114.83 +12.4%
54 IVV ISHARES CORE S&P 500 ETF 809.0 $529K 0.21% -242.0 -23.0% $653.38 +15.4%
55 FTCS FIRST TRUST CAPITAL STRENGTH ETF 5,235.0 $486K 0.19% -199.0 -3.7% $92.76 +1.5%
56 C CITIGROUP INC COM NEW Financial Services 4,284.0 $485K 0.19% -97.0 -2.2% $113.18 +12.1%
57 BLK BLACKROCK INC COM Financial Services 488.0 $469K 0.19% -8.0 -1.6% $960.80 +12.1%
58 BUG GLOBAL X CYBERSECURITY ETF 17,124.0 $430K 0.17% -975.0 -5.4% $25.11 +37.6%
59 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 5,400.0 $430K 0.17% -125.0 -2.3% $79.56 +0.8%
60 AMGN AMGEN INC COM Healthcare 1,182.0 $416K 0.17% -107.0 -8.3% $351.85 -4.5%
Page 3 of 5  ·  86 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 33.3%
Technology 29.2%
Communication Services 10.3%
Healthcare 7.4%
Consumer Cyclical 5.6%
Consumer Defensive 5.1%
Real Estate 4.9%
Industrials 1.7%
Utilities 1.5%
Energy 1.1%