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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION COM Industrials 1,168.0 $225K 0.09% -30.0 -2.5% $192.90 +4.1%
82 BXP BXP INC COM Real Estate 4,337.0 $225K 0.09% -2K -29.7% $51.90 +30.4%
83 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 2,242.0 $219K 0.09% -545.0 -19.6% $97.90 +24.3%
84 VUG VANGUARD GROWTH ETF 487.0 $213K 0.08% -72.0 -12.9% $436.91 -79.8%
85 ARCC ARES CAPITAL CORP COM Financial Services 11,564.0 $208K 0.08% -2K -17.6% $18.02 +11.2%
86 IWM ISHARES RUSSELL 2000 ETF 807.0 $200K 0.08% -249.0 -23.6% $247.91 +19.4%
Page 5 of 5  ·  86 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
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%