Notify me when O'ROURKE & COMPANY, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 168 | $257,110,214 | +$22,070,697 | -$4,024,981 | +$18,045,716 | AAPL, XLK, SPLV, JPIE, BX | 13F-HR | 28 Jan 2026, 13:39 |
| Q3 2025 | 166 | $239,329,548 | +$12,582,895 | -$3,609,698 | +$8,973,197 | AAPL, XLK, SPLV, BX, JPIE | 13F-HR | 22 Oct 2025, 11:06 |
| Q2 2025 | 159 | $214,230,398 | +$5,109,436 | -$3,914,281 | +$1,195,155 | AAPL, SPLV, XLK, BX, JPM | 13F-HR | 18 Jul 2025, 09:40 |
| Q1 2025 | 151 | $183,601,789 | +$7,978,763 | -$1,654,793 | +$6,323,970 | SPLV, XLK, BX, JPIE, NOBL | 13F-HR | 08 May 2025, 11:22 |
| Q4 2024 | 147 | $204,122,795 | +$10,604,826 | -$9,939,509 | +$665,317 | AAPL, BX, SPLV, XLK, KKR | 13F-HR | 13 Feb 2025, 14:48 |
| Q3 2024 | 148 | $199,824,441 | +$12,296,606 | -$3,175,338 | +$9,121,268 | AAPL, BX, SPLV, XLK, MSFT | 13F-HR | 28 Oct 2024, 13:29 |
| Q2 2024 | 142 | $177,673,000 | +$5,480,496 | -$4,639,538 | +$840,958 | AAPL, SPLV, XLK, BX, MSFT | 13F-HR | 18 Jul 2024, 10:48 |
| Q1 2024 | 142 | $172,258,000 | +$12,997,019 | -$3,711,280 | +$9,285,739 | AAPL, SPLV, BX, XLK, MSFT | 13F-HR | 18 Apr 2024, 11:39 |
| Q4 2023 | 137 | $155,139,000 | +$6,912,673 | -$4,146,617 | +$2,766,056 | AAPL, SPLV, BX, XLK, MSFT | 13F-HR | 24 Jan 2024, 15:37 |
| Q3 2023 | 133 | $136,460,000 | +$3,190,874 | -$4,315,690 | -$1,124,816 | AAPL, SPLV, BX, XLK, VCIT | 13F-HR | 13 Nov 2023, 11:30 |
| Q2 2023 | 134 | $142,621,000 | +$5,594,654 | -$1,885,383 | +$3,709,271 | AAPL, SPLV, BX, XLK, VCIT | 13F-HR | 25 Jul 2023, 10:38 |
| Q1 2023 | 130 | $131,262,000 | +$2,388,377 | -$3,155,290 | -$766,913 | AAPL, SPLV, BX, XLK, VCIT | 13F-HR | 12 May 2023, 11:22 |
| Q4 2022 | 133 | $126,026,000 | +$11,775,995 | -$6,775,244 | +$5,000,751 | AAPL, SPLV, BX, VCIT, XLK | 13F-HR | 13 Feb 2023, 14:59 |
| Q3 2022 | 117 | $114,626,000 | +$10,557,998 | -$3,912,299 | +$6,645,699 | AAPL, SPLV, VCIT, BX, XLK | 13F-HR | 14 Nov 2022, 12:26 |
| Q2 2022 | 114 | $117,924,000 | +$4,357,318 | -$9,623,209 | -$5,265,891 | AAPL, SPLV, BX, VCIT, XLK | 13F-HR | 12 Aug 2022, 11:58 |
| Q1 2022 | 122 | $145,136,000 | +$8,344,667 | -$5,789,188 | +$2,555,479 | AAPL, SPLV, BX, VCIT, XLK | 13F-HR | 16 May 2022, 15:53 |
| Q4 2021 | 119 | $149,962,000 | $0 | $0 | $0 | AAPL, SPLV, VCIT, BX, XLK | 13F-HR | 16 Feb 2022, 10:00 |