O'ROURKE & COMPANY, Inc
Top Portfolio Positions
86 positions ·
$106,012,189 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
77,188 | $19,589,542 | 18.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,686 | $6,379,153 | 6.02% | |
| BX |
Blackstone Inc.
Financial Services
|
52,369 | $6,021,911 | 5.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,205 | $4,947,469 | 4.67% | |
| MSFT |
Microsoft Corp
Technology
|
13,049 | $4,830,348 | 4.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,630 | $3,463,530 | 3.27% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
37,156 | $3,436,930 | 3.24% | |
| WELL |
Welltower Inc.
Real Estate
|
13,924 | $2,752,914 | 2.60% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
3,242 | $2,742,699 | 2.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,064 | $2,642,981 | 2.49% |
Portfolio Trend
18 quarters · across all stocks
Holdings in HYLN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,210 | 20,006 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,811 | 20,006 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $39,411 | 20,006 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $17,603 | 13,336 | Shares | Sole | 2025-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||