Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > O'rourke & Company, Inc > Profile

Instuitional Investor - O'rourke & Company, Inc

Fund Profile
Filing Period:
Fund Name: O'rourke & Company, Inc
Portfolio Value $155,139
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 89,060 $17,147 11.05%
2.
Invesco Exch Traded Fd Tr Ii
 135,912 $8,516 5.48%
3.
Blackstone Inc.
 BX 64,405 $8,432 5.43%
4.
Sector Spdr Trust
 XLB 33,920 $6,529 4.2%
5.
Microsoft Corp
 MSFT 13,391 $5,036 3.24%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)