O'ROURKE & COMPANY, Inc

Position in MC — Moelis & Co

CIK 1911468 BOSTON, MA

Position in MC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$419,538

+$54,168 QoQ

Shares Held

6,413

+0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#235

of 391 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $6,520,309 across 6 Capital Markets names. MC ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,239	$3,275,827
2	SCHW	Schwab Charles Corp	10,676	$985,074
3	EVR	Evercore Inc.	2,604	$889,109
4	MS	Morgan Stanley	2,951	$616,877
5	MC	Moelis & Co This page	6,413	$419,538
6	LAZ	Lazard, Inc.	7,961	$333,884

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,538	6,413	+0.0%	Shares	Sole	2026-08-14
2026-03-31	$365,370	6,410	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$444,060	6,460	-0.9%	Shares	Sole	2026-01-28
2025-09-30	$464,792	6,517	+0.3%	Shares	Sole	2025-10-22
2025-06-30	$404,830	6,496	-8.6%	Shares	Sole	2025-07-18
2025-03-31	$414,706	7,106	+4.3%	Shares	Sole	2025-05-08
2024-12-31	$503,270	6,812	+5.0%	Shares	Sole	2025-02-13
2024-09-30	$444,561	6,489	+4.7%	Shares	Sole	2024-10-28
2024-06-30	$352,247	6,195	+0.2%	Shares	Sole	2024-07-18
2024-03-31	$350,895	6,181	+9.5%	Shares	Sole	2024-04-18
2023-12-31	$316,797	5,644	+4.1%	Shares	Sole	2024-01-24
2023-09-30	$244,739	5,423	-3.5%	Shares	Sole	2023-11-13
2023-06-30	$254,856	5,621	+7.1%	Shares	Sole	2023-07-25
2023-03-31	$201,733	5,248	-3.5%	Shares	Sole	2023-05-12
2022-12-31	$208,656	5,438	+4.3%	Shares	Sole	2023-02-13
2022-06-30	$205,210	5,215	+14.1%	Shares	Sole	2022-08-12
2022-03-31	$214,514	4,569	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$285,233	4,563	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.