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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $718K 0.28% NEW $718140.00
2 XOM EXXON MOBIL CORP COM Energy 1,770.0 $300K 0.12% NEW $169.69 -6.0%
3 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 6,258.0 $292K 0.12% NEW $46.67 +37.8%
4 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 4,253.0 $261K 0.10% NEW $61.27 +4.6%
5 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 259.0 $258K 0.10% NEW $996.71 -8.1%
6 META META PLATFORMS INC CL A Communication Services 384.0 $219K 0.09% NEW $571.41 +7.9%
7 NVS NOVARTIS AG SPONSORED ADR Healthcare 1,378.0 $211K 0.08% NEW $152.80 +4.7%
8 DFEV DIMENSIONAL EMERGING MARKETS VALUE ETF 5,767.0 $206K 0.08% NEW $35.78 +22.2%
9 JBND JPMORGAN ACTIVE BOND ETF 3,744.0 $201K 0.08% NEW $53.78 -2.6%

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
Technology 32.3%
Financial Services 30.8%
Healthcare 8.1%
Communication Services 6.8%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Real Estate 5.4%
Industrials 1.9%
Utilities 1.6%
Energy 1.3%