You're signed outSign in or to get full access.
O'rourke & Company, Inc.
O'ROURKE & COMPANY, INC is an investment advisory and brokerage firm headquartered in Boston, Massachusetts, founded in 2000. The firm is recognized for its fiduciary management, serving individuals and businesses with tailored investment solutions and comprehensive financial planning. With a focus on direct, client-centered advice, the firm maintains a boutique approach reflected in its small team size of investment professionals.
Investment Strategy
O'ROURKE & COMPANY, INC employs a highly personalized investment strategy, emphasizing tailored portfolio solutions to suit clients' unique financial goals. Their approach includes active investment management, risk mitigation techniques, and holistic financial planning encompassing retirement and legacy considerations. The firm seeks to build well-diversified portfolios and provide ongoing analysis to ensure clients' investments remain aligned with changing market conditions and individual needs.
Latest 13F Filing Activity
O'rourke & Company, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 165 equity positions with a total 13F market value of $239M. The fund increased holdings in Apple Inc., SPDR Series Trust, Alphabet Inc. among other positions. O'rourke & Company, Inc. reduced exposure to Visa Inc., Apollo Global MGMT Inc., Analog Devices Inc. among others.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.68% | $20.8M | 81,538 | $188.22 | $254.63 | +$4.2M |
X XLK | SELECT SECTOR SPDR TR | 4.59% | $11.0M | 38,956 | $181.28 | $281.86 | +$1.3M |
S SPLV | INVESCO EXCH TRADED FD TR II | 4.18% | $10.0M | 136,085 | $68.35 | $73.48 | +$137.5K |
B BX | BLACKSTONE INC | 3.92% | $9.4M | 54,843 | $127.14 | $170.85 | +$948.2K |
J JPIE | J P MORGAN EXCHANGE TRADED F | 3.12% | $7.5M | 160,980 | $46.13 | $46.41 | +$910.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more