Position in APO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,485,557
-$920,211 QoQ
Shares Held
22,308
-5.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026O'ROURKE & COMPANY, Inc holds $13,690,388 across 8 Asset Management names. APO ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
52,369 | $6,021,911 | |
| 2 | KKR |
KKR & Co. Inc.
|
37,156 | $3,436,930 | |
| 3 | APO |
Apollo Global Management, Inc.
This page
|
22,308 | $2,485,557 | |
| 4 | CG |
Carlyle Group Inc.
|
15,512 | $750,625 | |
| 5 | BLK |
BlackRock, Inc.
|
488 | $469,314 | |
| 6 | ARCC |
Ares Capital Corp
|
11,564 | $208,383 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
13,009 | $164,693 | |
| 8 | PFD |
Flaherty & Crumrine Preferred & Income Fund Inc
|
13,683 | $152,975 |
All Filings in APO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,485,557 | 22,308 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,405,768 | 23,527 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,200,745 | 24,017 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,504,330 | 24,701 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,429,525 | 25,044 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,187,301 | 25,353 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,465,128 | 27,741 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,201,113 | 27,112 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,021,306 | 26,868 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,434,681 | 26,126 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,360,508 | 26,298 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,033,314 | 26,472 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,656,118 | 26,221 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,703,256 | 26,701 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,258,290 | 27,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,319,916 | 27,226 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,701,005 | 27,440 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||