O
O'ROURKE & COMPANY, Inc
RIA/Wealth
O'ROURKE & COMPANY, Inc is a RIA/Wealth based in Boston, MA led by Brian Christopher Orourke, reporting $518.1M in AUM as of Q3 2025 with 52% ETF concentration.
PresidentBrian Christopher Orourke
- Portfolio Value
- $238.4M
- Positions
- 165
- Top Holding
- AAPL at 8.71%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in O'ROURKE & COMPANY, Inc's portfolio (37.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $20.8M | 8.71% | +$231.7K Bought | 0.00% 81.5K shares | |
ETF ETF | $11.0M | 4.61% | +$235.1K Bought | — 39.0K shares | |
ETF ETF | $10.0M | 4.19% | +$48.1K Bought | — 136.1K shares | |
Asset Management Financial Services | $9.4M | 3.93% | -$249.4K Sold | 0.01% 54.8K shares | |
ETF ETF | $7.5M | 3.13% | +$897.7K Bought | — 161.0K shares | |
Banks - Diversified Financial Services | $7.0M | 2.95% | -$205.3K Sold | 0.00% 22.3K shares | |
Software - Infrastructure Technology | $6.7M | 2.83% | -$37.3K Sold | 0.00% 13.0K shares | |
ETF ETF | $6.2M | 2.61% | +$65.2K Bought | — 60.3K shares | |
Asset Management Financial Services | $5.1M | 2.13% | -$30.9K Sold | 0.00% 39.1K shares | |
ETF ETF | $4.8M | 2.00% | +$27.8K Bought | — 83.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in O'ROURKE & COMPANY, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-30.08% | |
-20.59% | |
-18.39% |
Analytics
Portfolio insights and performance metrics for O'ROURKE & COMPANY, Inc
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