Long-term investor

O'rourke & Company, Inc. @orourkecompanyinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911468).

Record

  • Tracked since 2025-06-30 (446 days), 68 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year +11.1% · all +11.1%
  • Max drawdown n/a · win rate 38% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 7.7% · long · since 2025-06-30
  • 81369Y803 · 4.9% · long · since 2025-06-30
  • 46641Q159 · 4.6% · long · since 2025-06-30
  • 46138E354 · 3.4% · long · since 2025-06-30
  • 78468R523 · 2.7% · long · since 2025-06-30
  • JPM · 2.5% · long · since 2025-06-30
  • 74348A467 · 2.4% · long · since 2025-06-30
  • BX · 2.2% · long · since 2025-06-30
  • 02079K305 · 2.1% · long · since 2025-06-30
  • 46641Q332 · 2.0% · long · since 2025-06-30
  • 46137V357 · 2.0% · long · since 2025-06-30
  • 02079K107 · 1.9% · long · since 2025-06-30

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