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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 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLOT ISHARES TR 29,978.0 $1.5M 0.59% NEW $50.86 +0.3%
42 CIBR FIRST TR EXCHANGE TRADED FD 21,047.0 $1.5M 0.58% NEW $71.45 +18.6%
43 WMT WALMART INC Consumer Defensive 12,588.0 $1.4M 0.55% NEW $111.41 +6.3%
44 SLV ISHARES SILVER TR Financial Services 21,020.0 $1.4M 0.53% NEW $64.42 +6.7%
45 VB VANGUARD INDEX FDS 5,205.0 $1.3M 0.52% NEW $257.95 +13.5%
46 NLR VANECK ETF TRUST 10,793.0 $1.3M 0.52% NEW $124.20 +8.6%
47 XLRE SELECT SECTOR SPDR TR 32,619.0 $1.3M 0.51% NEW $40.35 +10.8%
48 GSEW GOLDMAN SACHS ETF TR 15,225.0 $1.3M 0.50% NEW $85.12 +8.6%
49 SOXX ISHARES TR 4,240.0 $1.3M 0.50% NEW $301.17 +88.5%
50 IVES WEDBUSH SER TR 39,028.0 $1.2M 0.48% NEW $31.61 +20.3%
51 KO COCA COLA CO Consumer Defensive 17,334.0 $1.2M 0.47% NEW $69.91 +15.1%
52 DVY ISHARES TR 8,288.0 $1.2M 0.46% NEW $141.14 +10.1%
53 VIG VANGUARD SPECIALIZED FUNDS 5,199.0 $1.1M 0.44% NEW $219.77 +6.1%
54 XLV SELECT SECTOR SPDR TR 7,349.0 $1.1M 0.44% NEW $154.80 -3.7%
55 IBB ISHARES TR 6,653.0 $1.1M 0.44% NEW $168.76 +0.4%
56 SCHW SCHWAB CHARLES CORP Financial Services 11,193.0 $1.1M 0.43% NEW $99.91 -10.1%
57 VXUS VANGUARD STAR FDS 13,941.0 $1.1M 0.41% NEW $75.44 +14.0%
58 XLF SELECT SECTOR SPDR TR 18,317.0 $1.0M 0.39% NEW $54.77 -5.4%
59 SMH VANECK ETF TRUST 2,782.0 $1.0M 0.39% NEW $360.19 +66.4%
60 VOE VANGUARD INDEX FDS 5,587.0 $991K 0.39% NEW $177.38 +10.1%
Page 3 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%