Holdings

O'ROURKE & COMPANY, Inc

As of Jun 30, 2026, O'ROURKE & COMPANY, Inc reported 82 positions worth US$115M. Largest: Apple Inc, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc76,402US$22.1M−786Jun 30, 2026
Alphabet Inc (google) Class C32,036US$11.4M−749Jun 30, 2026
Jp Morgan Chase & Co.21,517US$7.04M−169Jun 30, 2026
Blackstone Inc.54,092US$6.37M+1,723Jun 30, 2026
Microsoft Corp.13,048US$4.87M−1Jun 30, 2026
Amazon.com, Inc.16,728US$3.99M+98Jun 30, 2026
Kkr & Co. Inc.38,335US$3.52M+1,179Jun 30, 2026
Goldman Sachs Group, Inc. (the)3,239US$3.28M−3Jun 30, 2026
Berkshire Hathaway Inc.6,440US$3.22M−41Jun 30, 2026
Welltower Inc.13,961US$3.17M+37Jun 30, 2026