O'ROURKE & COMPANY, Inc
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 252,626
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 171 | 252,626 | 13F-HR | O'ROURKE & COMPANY, Inc |
| Q4 2025 | 1/28/2026 | 168 | 257,110 | 13F-HR | O'ROURKE & COMPANY, Inc |
| Q3 2025 | 10/22/2025 | 166 | 239,330 | 13F-HR | O'ROURKE & COMPANY, Inc |
| Q2 2025 | 7/18/2025 | 159 | 214,230 | 13F-HR | O'ROURKE & COMPANY, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 103.8 K | 41.1% | 0 | 96.74 K | -96.74 K |
| ETFs | 148.8 K | 58.9% | 93.78 K | 0 | 93.78 K |
| Debt | 0 | 0.0% | 0 | 1.525 K | -1.525 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
252,626
Holdings
171
QoQ value change ($000)
-4,484
(-1.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.