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Portfolio (Quarterly) Guide ↗

O'ROURKE & COMPANY, Inc

· CIK 0001911468
13F Portfolio $253M AUM 171 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 54 Added 86 Reduced 6 Exited
Page 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VOO VANGUARD S&P 500 ETF 468.0 $279K 0.11% -33.0 -6.6% $596.99 +15.3%
142 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,234.0 $276K 0.11% +397.0 +14.0% $85.23 +5.7%
143 PEP PEPSICO INC COM Consumer Defensive 1,744.0 $271K 0.11% +237.0 +15.7% $155.28 -6.0%
144 VTWO VANGUARD RUSSELL 2000 ETF 2,665.0 $267K 0.11% -114.0 -4.1% $100.18 +16.8%
145 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 4,253.0 $261K 0.10% NEW $61.27 -4.8%
146 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 259.0 $258K 0.10% NEW $996.71 +0.3%
147 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,260.0 $256K 0.10% $203.18 +8.3%
148 IJH ISHARES CORE S&P MID-CAP ETF 3,780.0 $255K 0.10% $67.52 +10.3%
149 MA MASTERCARD INCORPORATED CL A Financial Services 508.0 $254K 0.10% +17.0 +3.5% $499.74 -1.2%
150 FDX FEDEX CORP COM Industrials 709.0 $253K 0.10% -10.0 -1.4% $356.42 +12.5%
151 AFL AFLAC INC COM Financial Services 2,200.0 $241K 0.10% $109.71 +6.3%
152 DELL DELL TECHNOLOGIES INC CL C Technology 1,408.0 $231K 0.09% -270.0 -16.1% $164.18 +85.8%
153 TSLA TESLA INC COM Consumer Cyclical 617.0 $229K 0.09% -70.0 -10.2% $371.78 +15.9%
154 RTX RTX CORPORATION COM Industrials 1,168.0 $225K 0.09% -30.0 -2.5% $192.90 -7.7%
155 BXP BXP INC COM Real Estate 4,337.0 $225K 0.09% -2K -29.7% $51.90 +17.2%
156 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 2,242.0 $219K 0.09% -545.0 -19.6% $97.90 +21.9%
157 META META PLATFORMS INC CL A Communication Services 384.0 $219K 0.09% NEW $571.41 +6.7%
158 ABT ABBOTT LABORATORIES COM Healthcare 2,095.0 $215K 0.09% $102.67 -15.6%
159 VUG VANGUARD GROWTH ETF 487.0 $213K 0.08% -72.0 -12.9% $436.91 -79.9%
160 NVS NOVARTIS AG SPONSORED ADR Healthcare 1,378.0 $211K 0.08% NEW $152.80 -1.5%
Page 8 of 9  ·  171 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 33.3%
Technology 29.2%
Communication Services 10.3%
Healthcare 7.4%
Consumer Cyclical 5.6%
Consumer Defensive 5.1%
Real Estate 4.9%
Industrials 1.7%
Utilities 1.5%
Energy 1.1%