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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 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 C CITIGROUP INC Financial Services 4,381.0 $511K 0.20% NEW $116.69 +8.7%
102 SDY SPDR SERIES TRUST 3,638.0 $506K 0.20% NEW $139.15 +7.9%
103 FTCS FIRST TR EXCHANGE-TRADED FD 5,434.0 $503K 0.20% NEW $92.52 +1.7%
104 SO SOUTHERN CO Utilities 5,734.0 $500K 0.19% NEW $87.20 +7.9%
105 EEM ISHARES TR 8,905.0 $487K 0.19% NEW $54.71 +25.0%
106 LOW LOWES COS INC Consumer Cyclical 1,949.0 $470K 0.18% NEW $241.16 -12.0%
107 CRWD CROWDSTRIKE HLDGS INC Technology 984.0 $461K 0.18% NEW $468.76 +43.3%
108 MFC MANULIFE FINL CORP Financial Services 12,306.0 $446K 0.17% NEW $36.28 +6.3%
109 HYG ISHARES TR 5,525.0 $445K 0.17% NEW $80.62 -0.5%
110 MC MOELIS & CO Financial Services 6,460.0 $444K 0.17% NEW $68.74 -3.8%
111 CAT CATERPILLAR INC Industrials 760.0 $435K 0.17% NEW $572.79 +58.6%
112 VTV VANGUARD INDEX FDS 2,273.0 $434K 0.17% NEW $190.99 +11.1%
113 MO ALTRIA GROUP INC Consumer Defensive 7,414.0 $427K 0.17% NEW $57.66 +25.5%
114 VDC VANGUARD WORLD FD 2,017.0 $426K 0.17% NEW $211.24 +7.2%
115 WFC WELLS FARGO CO NEW Financial Services 4,537.0 $423K 0.16% NEW $93.21 -16.8%
116 AMGN AMGEN INC Healthcare 1,289.0 $422K 0.16% NEW $327.26 +2.7%
117 NGG NATIONAL GRID PLC Utilities 5,433.0 $420K 0.16% NEW $77.35 +13.4%
118 JOET VIRTUS ETF TR II 9,999.0 $420K 0.16% NEW $42.00 +5.3%
119 BXP BXP INC Real Estate 6,166.0 $416K 0.16% NEW $67.48 -10.2%
120 KEY KEYCORP Financial Services 19,923.0 $411K 0.16% NEW $20.64 +5.5%
Page 6 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%