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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 $201,574,906
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 50,913 $17,973,117 8.92%
2.
Invesco Exch Traded Fd Tr Ii - S&P500 LOW VOL
 135,107 $10,095,231 5.01%
3.
Sector Spdr Trust
 XLB 40,071 $8,273,807 4.1%
4.
Blackstone Inc.
 BX 56,359 $7,877,919 3.91%
5.
J P Morgan Exchange Traded F - INCOME ETF
 133,382 $6,144,888 3.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)