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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MA MASTERCARD INCORPORATED Financial Services 491.0 $280K 0.11% NEW $570.70 -13.4%
142 VEGI ISHARES INC 7,209.0 $278K 0.11% NEW $38.57 +13.6%
143 VTWO VANGUARD SCOTTSDALE FDS 2,779.0 $277K 0.11% NEW $99.52 +17.7%
144 VUG VANGUARD INDEX FDS 559.0 $273K 0.11% NEW $487.81 -82.0%
145 UNH UNITEDHEALTH GROUP INC Healthcare 797.0 $263K 0.10% NEW $330.26 +14.9%
146 ABT ABBOTT LABS Healthcare 2,095.0 $262K 0.10% NEW $125.29 -30.9%
147 IWM ISHARES TR 1,056.0 $260K 0.10% NEW $246.09 +17.8%
148 IJH ISHARES TR 3,778.0 $249K 0.10% NEW $65.99 +12.9%
149 AFL AFLAC INC Financial Services 2,200.0 $243K 0.09% NEW $110.27 +5.9%
150 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,380.0 $240K 0.09% NEW $100.89 -2.0%
151 CL COLGATE PALMOLIVE CO Consumer Defensive 2,837.0 $224K 0.09% NEW $79.02 +14.0%
152 RTX RTX CORPORATION Industrials 1,198.0 $220K 0.09% NEW $183.40 -2.7%
153 PEP PEPSICO INC Consumer Defensive 1,507.0 $216K 0.08% NEW $143.54 +1.7%
154 UTWO RBB FD INC 4,454.0 $216K 0.08% NEW $48.56 -0.8%
155 RDNT RADNET INC Healthcare 3,000.0 $214K 0.08% NEW $71.35 -23.6%
156 PANW PALO ALTO NETWORKS INC Technology 1,162.0 $214K 0.08% NEW $184.20 +40.5%
157 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,417.0 $212K 0.08% NEW $33.02 +3.2%
158 DELL DELL TECHNOLOGIES INC Technology 1,678.0 $211K 0.08% NEW $125.87 +142.1%
159 WCLD WISDOMTREE TR 5,974.0 $209K 0.08% NEW $35.01 -13.6%
160 FDX FEDEX CORP Industrials 719.0 $208K 0.08% NEW $288.86 +38.4%
Page 8 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%