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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ARCC ARES CAPITAL CORP COM Financial Services 11,564.0 $208K 0.08% -2K -17.6% $18.02 +4.3%
162 PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 11,852.0 $208K 0.08% +391.0 +3.4% $17.54 +5.8%
163 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 5,767.0 $206K 0.08% NEW $35.78 +19.9%
164 JBND JPMORGAN ACTIVE BOND ETF 3,744.0 $201K 0.08% NEW $53.78 -0.9%
165 IWM ISHARES RUSSELL 2000 ETF 807.0 $200K 0.08% -249.0 -23.6% $247.91 +16.8%
166 AGNC AGNC INVT CORP COM Real Estate 17,876.0 $179K 0.07% +2K +9.4% $10.03 +3.6%
167 GBDC GOLUB CAP BDC INC COM Financial Services 13,009.0 $165K 0.07% +581.0 +4.7% $12.66 +3.4%
168 PFD FLAHERTY & CRUMRINE PFD INCOME COM Financial Services 13,683.0 $153K 0.06% +423.0 +3.2% $11.18 +1.6%
169 PLUG PLUG PWR INC COM NEW Industrials 28,166.0 $64K 0.03% $2.26 +75.7%
170 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 20,006.0 $35K 0.01% $1.76 +286.7%
171 INVZ INNOVIZ TECHNOLOGIES LTD SHS Consumer Cyclical 34,356.0 $22K 0.01% +4K +14.1% $0.63 +18.5%
Page 9 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%