What does O'ROURKE & COMPANY, Inc hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

O'ROURKE & COMPANY, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC COM

$20M77K7.8%

JPMORGAN INCOME ETF

$11M242K4.4%

INVESCO S&P 500 LOW VOLATILITY ETF

$10M133K3.9%

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

$10M72K3.8%

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

$9M88K3.5%

JPMORGAN CHASE & CO COM

$6M22K2.5%

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

$6M60K2.5%

BLACKSTONE INC COM

$6M52K2.4%

JPMORGAN EQUITY PREMIUM INCOME ETF

$5M92K2.1%

ALPHABET INC CAP STK CL A

$5M17K2.0%

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