account_balance
Investment manager · 13F filer · SEC CIK 1911468
O'rourke & Company, Inc
Reported value$296Mas of Sep 30, 2026
Positions181 8 new, 4 sold out
Top 10 weight35.1%AAPL alone is 9%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.9%Added +4%
XLKState Street Technology Select Sector SPDR ETF
5.0%
JPIEJPMorgan Income ETF
4.6%Added +6%
SPLVInvesco S&P 500 Low Volatility ETF
3.1%
JPMJPMorgan Chase & Co
2.5%Added +2%
BILSState Street SPDR Bloomberg 3-12 Month T-Bill ETF
2.4%Trimmed −7%
MSFTMicrosoft Corp
2.2%
NOBLProshares S&P 500 Dividend Aristocrats ETF
2.2%
JEPIJPMorgan Equity Premium Income ETF
2.1%Added +7%
VBILVanguard 0-3 Month Treasury Bill ETF
2.1%Added +39%
BXBlackstone Inc.
2.1%Added +2%
RSPInvesco S&P 500 Equal Weight ETF
1.9%
AAPLApple Inc.
8.9%Added +4%
XLKState Street Technology Select Sector SPDR ETF
5.0%
JPIEJPMorgan Income ETF
4.6%
SPLVInvesco S&P 500 Low Volatility ETF
3.1%
BILS2.4%
MSFTMicrosoft Corp
2.2%
NOBLProshares S&P 500 Dividend Aristocrats ETF
2.2%
JEPI2.1%
VBIL2.1%
BX2.1%RSP1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.9% Added +4%
XLK State Street Technology Select Sector SPDR ETF 5.0% Held
JPIE JPMorgan Income ETF 4.6% Added +6%
SPLV Invesco S&P 500 Low Volatility ETF 3.1% Held
JPM JPMorgan Chase & Co 2.5% Added +2%BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF 2.4% Trimmed −7%
MSFT Microsoft Corp 2.2% HeldNOBL Proshares S&P 500 Dividend Aristocrats ETF 2.2% Held
JEPI JPMorgan Equity Premium Income ETF 2.1% Added +7%
VBIL Vanguard 0-3 Month Treasury Bill ETF 2.1% Added +39%
BX Blackstone Inc. 2.1% Added +2%RSP Invesco S&P 500 Equal Weight ETF 1.9% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.