O'Rourke & Company, Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $196 Million distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21M, Blackstone Inc. with a value of $10.1M, Invesco ETF Tr Ii S&P 500 Low with a value of $9.91M, Technology Sector Spdr with a value of $8.73M, and Microsoft Corp with a value of $6.12M.
Examining the 13F form we can see an increase of $17.9M in the current position value, from $178M to 196M.
O'Rourke & Company, Inc is based out at Boston, MA
Below you can find more details about O'Rourke & Company, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$196 Million
ETFs: $92.3 Million
Financial Services: $35.3 Million
Technology: $32.9 Million
Communication Services: $7.35 Million
Healthcare: $6.62 Million
Consumer Cyclical: $5.67 Million
Consumer Defensive: $4.37 Million
Real Estate: $3.82 Million
Other: $3.98 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions