O'Rourke & Company, Inc Purchases and Sells in Q4 2025

O'Rourke & Company, Inc

$250 Million
Q4 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	36K + 92.45%	$278.39 - $304.13 $10M - $11M	75K $21.6M
BILS	36.9K + 91.49%	$99.21 - $99.52 $3.66M - $3.67M	77.1K $7.66M
JPIE	33.2K + 20.6%	$46.18 - $46.47 $1.53M - $1.54M	194K $8.97M
XLU	10.1K + 100.08%	$87.89 - $92.9 $884K - $934K	20.1K $1.78M
VPU	3.79K + 29.3%	$190.8 - $202.04 $723K - $766K	16.7K $3.22M
DLR	4.88K + 121.08%	$158.11 - $179.28 $771K - $874K	8.91K $1.41M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REET	12.5K New	$24.8 - $26.02 $310K - $325K	12.5K $315K
IWM	1.06K New	$236.79 - $250.33 $250K - $264K	1.06K $250K
KMB	2.38K New	$100.05 - $123.23 $238K - $293K	2.38K $247K
PHYS	6.42K New	$29.62 - $33.31 $190K - $214K	6.42K $199K
FDX	719 New	$224.63 - $268.67 $162K - $193K	719 $190K
PUTNAM ETF TRUST	99.8K New	N/A	99.8K $0

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BX	-1.31K - 2.39%	$138.42 - $168.45 $181K - $221K	53.5K $7.41M
KKR	-1.08K - 2.75%	$117.52 - $127.65 $126K - $137K	38K $4.56M
ADI	-1.94K - 40.87%	$225.32 - $246.37 $436K - $477K	2.8K $643K
JPM	-17 - 0.08%	$294.11 - $320.41 $5K - $5.45K	22.3K $6.7M
MSFT	-111 - 0.85%	$496.82 - $542.07 $55.1K - $60.2K	12.9K $6.54M
CG	-687 - 4.26%	$51.16 - $63.48 $35.1K - $43.6K	15.4K $823K

Activity Summary All Purchases 95 New Holdings 6 Increased Positions 89 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Rourke & Company, Inc, based on Form 13F filings with the SEC.

News

Stay updated on O'Rourke & Company, Inc with notifications on news.