O'Rourke & Company, Inc has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $207 Million distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.5M, Invesco ETF Tr Ii S&P 500 Low with a value of $9.86M, Technology Sector Spdr with a value of $9.65M, Blackstone Inc. with a value of $8.42M, and Jpmorgan Chase & CO with a value of $6.66M.
Examining the 13F form we can see an increase of $19M in the current position value, from $188M to 207M.
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
$207 Million
ETFs: $102 Million
Financial Services: $36.2 Million
Technology: $31.3 Million
Communication Services: $7.32 Million
Consumer Cyclical: $5.82 Million
Healthcare: $5.75 Million
Consumer Defensive: $4.25 Million
Real Estate: $4.23 Million
Other: $3.63 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
