O'Rourke & Company, Inc has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.8M, Technology Sector Spdr with a value of $11M, Invesco ETF Tr Ii S&P 500 Low with a value of $10M, Blackstone Inc. with a value of $9.37M, and J P Morgan Exchange Traded Fd with a value of $7.47M.
Examining the 13F form we can see an increase of $22.3M in the current position value, from $207M to 229M.
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
$229 Million
ETFs: $113 Million
Financial Services: $37.1 Million
Technology: $36.2 Million
Communication Services: $10.1 Million
Consumer Cyclical: $6.3 Million
Healthcare: $6.25 Million
Real Estate: $5.04 Million
Consumer Defensive: $4.27 Million
Other: $3.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
