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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 $204,122,795
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 83,257 $20,849,220 10.21%
2.
Blackstone Inc.
 BX 57,432 $9,902,378 4.85%
3.
Invesco Exch Traded Fd Tr Ii
 135,354 $9,474,812 4.64%
4.
Sector Spdr Trust
 XLB 38,535 $8,960,051 4.38%
5.
Kkr & Co. Inc.
 KKR 40,180 $5,943,021 2.91%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)