O'ROURKE & COMPANY, Inc
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 286,549
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 177 | 286,549 | 13F-HR | O'ROURKE & COMPANY, Inc |
| 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 | 115.1 K | 40.2% | 11.24 K | 0 | 11.24 K |
| ETFs | 171.5 K | 59.8% | 22.69 K | 0 | 22.69 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
286,549
Holdings
177
QoQ value change ($000)
33,923
(13.4%)
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.