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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 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 2,405.0 $735K 0.29% NEW $305.59 -8.6%
82 VBK VANGUARD INDEX FDS 2,397.0 $724K 0.28% NEW $302.08 +16.8%
83 IVOO VANGUARD ADMIRAL FDS INC 6,464.0 $723K 0.28% NEW $111.80 +13.0%
84 IVV ISHARES TR 1,051.0 $720K 0.28% NEW $685.20 +10.1%
85 AVGO BROADCOM INC Technology 1,974.0 $683K 0.27% NEW $346.09 +21.9%
86 IWF ISHARES TR 1,432.0 $678K 0.26% NEW $473.26 -73.4%
87 WAT WATERS CORP Healthcare 1,750.0 $665K 0.26% NEW $379.83 -9.9%
88 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,075.0 $644K 0.25% NEW $310.24 +20.5%
89 ICVT ISHARES TR 6,185.0 $609K 0.24% NEW $98.50 +21.7%
90 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,286.0 $609K 0.24% NEW $53.94 +7.6%
91 PFE PFIZER INC Healthcare 24,445.0 $609K 0.24% NEW $24.90 +3.8%
92 ABBV ABBVIE INC Healthcare 2,578.0 $589K 0.23% NEW $228.47 -6.7%
93 MRK MERCK & CO INC Healthcare 5,404.0 $569K 0.22% NEW $105.26 +13.8%
94 BUG GLOBAL X FDS 18,099.0 $551K 0.21% NEW $30.46 +13.4%
95 AMAT APPLIED MATLS INC Technology 2,092.0 $538K 0.21% NEW $257.01 +77.0%
96 DUK DUKE ENERGY CORP NEW Utilities 4,564.0 $535K 0.21% NEW $117.20 +6.6%
97 BLK BLACKROCK INC Financial Services 496.0 $531K 0.21% NEW $1071.19 +0.6%
98 VIOO VANGUARD ADMIRAL FDS INC 4,767.0 $529K 0.21% NEW $110.96 +16.3%
99 BAC BANK AMERICA CORP Financial Services 9,548.0 $525K 0.20% NEW $55.00 -5.1%
100 MS MORGAN STANLEY Financial Services 2,944.0 $523K 0.20% NEW $177.52 +13.7%
Page 5 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%