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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPG SIMON PPTY GROUP INC NEW Real Estate 2,124.0 $393K 0.15% NEW $185.09 +11.8%
122 DIA SPDR DOW JONES INDL AVERAGE Financial Services 786.0 $378K 0.15% NEW $480.53 +5.1%
123 IWR ISHARES TR 3,914.0 $377K 0.15% NEW $96.27 +11.0%
124 VAW VANGUARD WORLD FD 1,810.0 $376K 0.15% NEW $207.59 +11.7%
125 LAZ LAZARD INC Financial Services 7,674.0 $373K 0.14% NEW $48.56 +0.8%
126 WM WASTE MGMT INC DEL Industrials 1,674.0 $368K 0.14% NEW $219.74 -1.9%
127 VICI VICI PPTYS INC Real Estate 13,031.0 $366K 0.14% NEW $28.12 +1.8%
128 QQQA PROSHARES TR 6,698.0 $335K 0.13% NEW $50.00 +53.8%
129 MOO VANECK ETF TRUST 4,556.0 $332K 0.13% NEW $72.79 +10.1%
130 PLD PROLOGIS INC. Real Estate 2,585.0 $330K 0.13% NEW $127.66 +15.1%
131 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,260.0 $324K 0.13% NEW $257.23 -15.1%
132 T AT&T INC Communication Services 12,982.0 $322K 0.12% NEW $24.84 +0.8%
133 VOO VANGUARD INDEX FDS 501.0 $314K 0.12% NEW $626.96 +10.1%
134 IJR ISHARES TR 2,606.0 $313K 0.12% NEW $120.18 +16.1%
135 REET ISHARES TR 12,501.0 $312K 0.12% NEW $24.95 +10.6%
136 HD HOME DEPOT INC Consumer Cyclical 899.0 $309K 0.12% NEW $344.02 -9.7%
137 TSLA TESLA INC Consumer Cyclical 687.0 $309K 0.12% NEW $449.76 -3.6%
138 EEMV ISHARES INC 4,788.0 $307K 0.12% NEW $64.04 +16.8%
139 SPYG SPDR SERIES TRUST 2,787.0 $297K 0.12% NEW $106.71 +12.3%
140 ARCC ARES CAPITAL CORP Financial Services 14,039.0 $284K 0.11% NEW $20.23 -7.0%
Page 7 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%