Brian O'Rourke Portfolio
Invests via O'ROURKE & COMPANY Inc. | Managed by Brian Christopher O'Rourke, Devin Dwyer O'Rourke
Invests via O'ROURKE & COMPANY Inc.
Managed by Brian Christopher O'Rourke, Devin Dwyer O'Rourke
Automatically Tracked
Brian O'Rourke Profile
With a robust background in corporate leadership and operational strategy, Brian O'Rourke is recognized for his significant contributions to advancing organizational growth and market competitiveness. His experience spans various industries, where he has successfully driven transformational initiatives that enhance profitability and stakeholder engagement. As an adept problem solver, O'Rourke brings insights from diverse sectors, equipping businesses with innovative approaches tailored to dynamic market conditions. He is influential in steering executive teams towards achieving sustainable outcomes through collaborative decision-making processes. His ongoing relevance in business development showcases a proven track record of delivering results while fostering resilient corporate cultures.
With a robust background in corporate leadership and operational strategy, Brian O'Rourke is recognized for his significant contributions to advancing organizational growth and market competitiveness. His experience spans various industries, where he has successfully driven transformational initiatives that enhance profitability and stakeholder engagement. As an adept problem solver, O'Rourke brings insights from diverse sectors, equipping businesses with innovative approaches tailored to dynamic market conditions. He is influential in steering executive teams towards achieving sustainable outcomes through collaborative decision-making processes. His ongoing relevance in business development showcases a proven track record of delivering results while fostering resilient corporate cultures.
Investment Philosophy & Strategy
Opportunity in adaptive business strategies defines Brian O'Rourke's investment approach. His corporate leadership experience emphasizes cultivating agility and responsiveness within organizations, allowing them to capitalize on shifting market dynamics. Focused on innovative operational frameworks, he champions initiatives that drive efficiency and scalability across sectors. By leveraging his diverse industry insights, strategic partnerships are prioritized to enhance competitive advantages. This entrepreneurial mindset nurtures a collaborative environment aimed at fostering growth while continuously aligning with long-term value creation.
Opportunity in adaptive business strategies defines Brian O'Rourke's investment approach. His corporate leadership experience emphasizes cultivating agility and responsiveness within organizations, allowing them to capitalize on shifting market dynamics. Focused on innovative operational frameworks, he champions initiatives that drive efficiency and scalability across sectors. By leveraging his diverse industry insights, strategic partnerships are prioritized to enhance competitive advantages. This entrepreneurial mindset nurtures a collaborative environment aimed at fostering growth while continuously aligning with long-term value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
74.31%
Gain +1.37%
Monthly
0.82%
Yearly
10.34%
Drawdown
21.41%
$293.39M
Equity
Holdings
$293.39M
Investment
$219.02M
$75.69M
Profit +$2.61M
Realized
$1.32M
Unrealized
$74.37M
Dividends
$17.91M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.37%
Profit
$2.61M
Win %
81%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$2.08M
Win %
81%
This Month
Compared to last month
Gain
-0.77%
Profit
-$2.27M
Win %
81%
This Year
Compared to last year
Gain
2.66%
Profit
$7.61M
Win %
81%
DELL Dell Technologies Inc.
+10.83%
+$77,445.83 
ADI Analog Devices, Inc.
+4.06%
+$29,965.04 
HYLN Hyliion Holdings Corp.
+3.93%
+$3,000.75 
BX Blackstone Inc.
+3.55%
+$240,709.4 
CSCO Cisco Systems, Inc.
+3.3%
+$8,001.7 
AAPL Apple Inc.
+2.71%
+$675,392.92 
BLK BlackRock, Inc.
+2.57%
+$13,304.83 
T AT&T Inc.
+2.52%
+$8,588.82 
GOOGL Alphabet Inc
+2.33%
+$130,835.5 
GOOG Alphabet Inc
+2.14%
+$108,515.16 
AMD Advanced Micro Devices, Inc.
+1.95%
+$3,394.8 
SOXX iShares Semiconductor ETF
+1.79%
+$37,234.36 
IBM International Business Machines Corporation
+1.68%
+$37,134.46 
OWL Blue Owl Capital Inc.
+1.58%
+$2,817.87 
MAR Marriott International Inc. - Class A
+1.58%
+$10,789.98 
SMH VanEck Semiconductor ETF
+1.55%
+$24,427.51 
AMAT Applied Materials, Inc.
+1.51%
+$14,677.35 
DLR Digital Realty Trust, Inc.
+1.44%
+$17,336.31 
KKR KKR & Co. Inc.
+1.43%
+$55,202.4 
CAT Caterpillar Inc.
+1.41%
+$10,432.8 
WAT Waters Corporation
+1.38%
+$9,268.48 
XLK State Street Technology Select Sector SPDR ETF
+1.37%
+$188,054.9 
SLV iShares Silver Trust
+1.34%
+$15,777.3 
VZ Verizon Communications Inc.
+1.33%
+$15,951.35 
AMZN Amazon.com Inc
+1.29%
+$54,198.72 
EEM iShares MSCI Emerging Markets ETF
+1.24%
+$8,348.14 
PAVE Global X U.S. Infrastructure Development ETF
+1.23%
+$21,019.6 
DFEV Dimensional Emerging Markets Value ETF
+1.17%
+$3,066 
AIQ Global X Artificial Intelligence & Technology ETF
+1.16%
+$7,032.82 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+1.15%
+$4,427.28 
APO Apollo Global Management, Inc.
+1.12%
+$31,728.84 
GLD SPDR Gold Shares
+1.11%
+$26,028.37 
PFXF VanEck Preferred Securities ex Financials ETF
+1.1%
+$2,329.28 
VUG Vanguard Growth ETF
+1.08%
+$2,747.62 
VEU Vanguard FTSE All-World ex-US ETF
+1.07%
+$2,565 
HD The Home Depot, Inc.
+1.03%
+$3,013.09 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1%
+$14,815.72 
PLUG Plug Power Inc.
+0.95%
+$600 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$3,366 
ABBV AbbVie Inc.
+0.9%
+$5,720.42 
META Meta Platforms Inc Class A
+0.9%
+$2,406.09 
PSP Invesco Global Listed Private Equity ETF
+0.87%
+$8,562.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.86%
+$2,309.26 
QQQ Invesco QQQ Trust, Series 1
+0.86%
+$8,763.92 
SPY SPDR S&P 500 ETF Trust
+0.85%
+$26,523.67 
VOO Vanguard S&P 500 ETF
+0.84%
+$2,765.92 
IVV iShares Core S&P 500 ETF
+0.83%
+$5,125.5 
GBDC Golub Capital BDC, Inc.
+0.83%
+$1,365.84 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.83%
+$7,414.97 
VBK Vanguard Small-Cap Growth ETF
+0.81%
+$5,942.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.81%
+$42,155.82 
PG Procter & Gamble Co
+0.77%
+$6,827.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.77%
+$2,472.3 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.77%
+$12,262.54 
AVGO Broadcom Inc.
+0.77%
+$6,099.56 
PLD Prologis Inc.
+0.76%
+$2,587.1 
NVDA NVIDIA Corporation
+0.74%
+$18,626.09 
RSPA Invesco S&P 500 Equal Weight Income Advantage ETF
+0.73%
+$7,784.31 
JOET Virtus Terranova U.S. Quality Momentum ETF
+0.71%
+$3,986.88 
CWB SPDR Bloomberg Convertible Securities ETF
+0.71%
+$15,558.48 
VB Vanguard Small-Cap ETF
+0.7%
+$10,187.76 
IWR iShares Russell Mid-Cap ETF
+0.7%
+$2,242.76 
VO Vanguard Mid-Cap ETF
+0.67%
+$6,368.76 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.67%
+$20,120.17 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$37,827.38 
XLRE The Real Estate Select Sector SPDR Fund
+0.66%
+$9,322.64 
IJH iShares Core S&P Mid-Cap ETF
+0.65%
+$1,814.88 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.64%
+$4,741.45 
PFF iShares Preferred and Income Securities ETF
+0.64%
+$4,550.89 
V Visa Inc. Class A
+0.62%
+$1,394.62 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$6,974.1 
JNJ Johnson & Johnson
+0.6%
+$13,563.12 
VNQ Vanguard Real Estate ETF
+0.59%
+$6,502.94 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.58%
+$3,619.98 
WFC Wells Fargo & Company
+0.58%
+$2,339.64 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$14,926.73 
JEPI JPMorgan Equity Premium Income Fund
+0.56%
+$32,740.47 
ARCC Ares Capital Corporation
+0.56%
+$1,417.68 
JPM JPMorgan Chase & Co.
+0.55%
+$42,173.32 
IJR iShares Core S&P Small-Cap ETF
+0.54%
+$1,763.3 
IWM iShares Russell 2000 ETF
+0.54%
+$1,258.91 
VOE Vanguard Mid-Cap Value ETF
+0.54%
+$5,955.7 
VTEB Vanguard Tax-Exempt Bond ETF
+0.53%
+$15,384.15 
SCMB Schwab Municipal Bond ETF
+0.51%
+$8,820.87 
VTWO Vanguard Russell 2000 ETF
+0.51%
+$1,544.03 
VTV Vanguard Value ETF
+0.49%
+$2,257.39 
MGV Vanguard Mega Cap Value ETF
+0.49%
+$4,253.62 
VAW Vanguard Materials ETF
+0.48%
+$2,064.46 
FTMA Franklin Massachusetts Municipal Income ETF
+0.44%
+$7,581.46 
TSLA Tesla, Inc.
+0.4%
+$1,003.52 
PHO Invesco Water Resources ETF
+0.4%
+$7,984.98 
NGG National Grid plc Sponsored ADR
+0.38%
+$1,578.18 
IBB iShares Biotechnology ETF
+0.37%
+$4,923.35 
GS The Goldman Sachs Group, Inc.
+0.33%
+$10,931.56 
XLF Financial Select Sector SPDR Fund
+0.33%
+$3,433.97 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.32%
+$8,073.01 
LOW Lowe's Companies Inc.
+0.32%
+$1,265.04 
DVY iShares Select Dividend ETF
+0.32%
+$3,993.3 
ICVT iShares Convertible Bond ETF
+0.31%
+$1,712.16 
SDY SPDR S&P Dividend ETF
+0.3%
+$1,322.92 
MA Mastercard Incorporated
+0.3%
+$863.6 
MSDL Morgan Stanley Direct Lending Corp.
+0.24%
+$947.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.23%
+$2,614.16 
WMT Walmart Inc.
+0.23%
+$3,270.51 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.22%
+$683.34 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.22%
+$6,435 
KO The Coca-Cola Company
+0.2%
+$3,087.87 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.18%
+$819.11 
REET iShares Global REIT ETF
+0.17%
+$535.1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$5,643.22 
NVS Novartis AG Sponsored ADR
+0.14%
+$254.93 
MSFT Microsoft Corp.
+0.12%
+$7,894.04 
VICI Vici Properties Inc.
+0.12%
+$287.55 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$542.1 
XLP Consumer Staples Select Sector SPDR Fund
+0.09%
+$842.29 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.09%
+$6,070.1 
XLE Energy Select Sector SPDR Fund
+0.08%
+$217.95 
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF
+0.06%
+$260.81 
JBND JPMorgan Active Bond ETF
+0.06%
+$112.44 
COST Costco Wholesale Corporation
+0.05%
+$126 
VDC VANGUARD CONSUMER STAPLES ETF
+0.05%
+$217.46 
MO Altria Group, Inc.
+0.03%
+$161.66 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$498.94 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$1,187.16 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$1,943.1 
CG The Carlyle Group Inc.
+0.02%
+$159.43 
MOO VanEck Agribusiness ETF
+0.02%
+$82.06 
VDE Vanguard Energy ETF
+0.02%
+$516.12 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 5949
594960403
0%
$0 
PANW Palo Alto Networks, Inc.
-2.72%
-$10,990.76 
NLR VanEck Uranium and Nuclear ETF
-2.41%
-$39,351.04 
INVZ Innoviz Technologies Ltd.
-2.4%
-$390.82 
UNH UnitedHealth Group Incorporated
-2.14%
-$9,038.7 
CRWD CrowdStrike Holdings, Inc.
-1.79%
-$14,655 
LAZ Lazard Ltd.
-1.73%
-$5,771.73 
BUG Global X Cybersecurity ETF
-1.54%
-$10,980 
SCHW Charles Schwab Corporation
-0.99%
-$11,316.56 
HACK Amplify Cybersecurity ETF
-0.88%
-$10,720.44 
WM Waste Management, Inc.
-0.85%
-$3,057.6 
KMB Kimberly-Clark Corporation
-0.81%
-$2,760 
MFC Manulife Financial Corporation
-0.79%
-$3,715.99 
RTX RTX Corporation
-0.72%
-$1,670.24 
AMGN Amgen Inc.
-0.6%
-$2,707.72 
CL Colgate-Palmolive Company
-0.59%
-$1,600.04 
FDX FedEx Corporation
-0.54%
-$1,184.02 
KEY KeyCorp
-0.51%
-$2,193.51 
WELL Welltower Inc.
-0.46%
-$15,217.63 
MS Morgan Stanley
-0.45%
-$2,832.96 
PFE Pfizer Inc.
-0.43%
-$4,641.24 
C Citigroup Inc.
-0.43%
-$2,556.6 
MC Moelis & Company
-0.39%
-$1,603.25 
KMI Kinder Morgan, Inc.
-0.32%
-$2,705.9 
BMY Bristol-Myers Squibb Company
-0.31%
-$2,440.2 
EVR Evercore Inc.
-0.28%
-$2,096.22 
SO The Southern Company
-0.25%
-$1,263.9 
LLY Eli Lilly and Company
-0.24%
-$3,967.05 
XOM Exxon Mobil Corporation
-0.24%
-$604.11 
VPU Vanguard Utilities ETF
-0.22%
-$7,396.81 
SPG Simon Property Group, Inc.
-0.19%
-$755.43 
VHT Vanguard Health Care ETF
-0.18%
-$5,371.56 
MRK Merck & Co., Inc.
-0.17%
-$1,356.05 
DUK Duke Energy Corporation
-0.15%
-$824.76 
ADP Automatic Data Processing Inc.
-0.15%
-$463.19 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$4,508 
PEP PepsiCo, Inc.
-0.12%
-$288.4 
XLU Utilities Select Sector SPDR Fund
-0.11%
-$935.46 
PFD Flaherty & Crumrine Preferred and Income Fund
-0.09%
-$136.83 
MCD McDonald's Corporation
-0.07%
-$479 
XLV Health Care Select Sector SPDR Fund
-0.07%
-$857.56 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.03%
-$602.88 
SPLV Invesco S&P 500 Low Volatility ETF
-0.03%
-$2,638.6 
FTCS First Trust Capital Strength ETF
-0.03%
-$124.35 
BAC Bank of America Corporation
-0.02%
-$140.09 
JPIE JPMorgan Income ETF
-0.01%
-$1,434.73 
BINC iShares Flexible Income Active ETF
-0.01%
-$422.5 
AFL Aflac Inc.
-0.01%
-$20.87 Events
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Dividends
Dividend Analysis
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| Trades 2492 | Longs Won 1712/2492 68% | Profit Factor 6.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $234,582.36 |
| Average Win $51,597.7 | Best Trade (Sep 11) $6.85M | Sharpe Ratio -11.45 |
| Average Loss -$16,216.45 | Worst Trade (Sep 10) -$408,255.6 | Z-Score 20.58 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 3d | Expectancy $30,371.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5949 594960403 | 90,219 | $29.5 | $29.5 | - | - | - | 0.0 |
| AAPL Apple Inc. | 76,402 | $14.42M | $25.63M | - | $11.21M | 77.72% | +2.707% |
| ABBV AbbVie Inc. | 2,498 | $349,229.89 | $642,710.42 | - | $293,480.53 | 84.04% | +0.898% |
| ADI Analog Devices, Inc. | 2,044 | $408,958.16 | $768,360.04 | - | $359,401.88 | 87.88% | +4.058% |
| ADP Automatic Data Processing Inc. | 1,158 | $285,516.48 | $309,104.94 | - | $23,588.46 | 8.26% | -0.15% |
| AFL Aflac Inc. | 2,087 | $233,326.6 | $238,878.02 | - | $5,551.42 | 2.38% | -0.009% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 18,070 | $392,623.09 | $464,399 | - | $71,775.91 | 18.28% | +0.117% |
| AIQ Global X Artificial Intelligence & Technology ETF | 9,634 | $513,560.22 | $614,745.54 | - | $101,185.32 | 19.7% | +1.157% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 84,979 | $2.38M | $2.52M | - | $142,284.54 | 5.98% | +0.321% |
| AMAT Applied Materials, Inc. | 2,138 | $339,078.79 | $985,350.75 | - | $646,271.96 | 190.6% | +1.512% |
| AMD Advanced Micro Devices, Inc. | 345 | $200,413.94 | $177,136.8 | - | -$23,277.14 | -11.61% | +1.954% |
| AMGN Amgen Inc. | 1,185 | $283,581.72 | $450,519.22 | - | $166,937.5 | 58.87% | -0.597% |
| AMZN Amazon.com Inc | 16,728 | $2.78M | $4.27M | - | $1.48M | 53.27% | +1.286% |
| APO Apollo Global Management, Inc. | 22,188 | $1.47M | $2.87M | - | $1.4M | 95.24% | +1.118% |
| ARCC Ares Capital Corporation | 12,888 | $266,783.53 | $255,053.52 | - | -$11,730.01 | -4.4% | +0.559% |
| AVGO Broadcom Inc. | 2,202 | $304,252 | $800,647.2 | - | $496,395.2 | 163.15% | +0.768% |
| BAC Bank of America Corporation | 9,339 | $337,026.97 | $584,107.75 | - | $247,080.78 | 73.31% | -0.024% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 77,724 | $7.72M | $7.71M | - | -$12,197.08 | -0.16% | +0.025% |
| BINC iShares Flexible Income Active ETF | 84,499 | $4.45M | $4.34M | - | -$116,123.67 | -2.61% | -0.01% |
| BLK BlackRock, Inc. | 487 | $497,105.56 | $530,693.64 | - | $33,588.08 | 6.76% | +2.572% |
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FAQ
Which stocks have generated the highest profits for Brian O'Rourke?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.79M, Blackstone Inc - $1.62M, JPMorgan Equity Premium Income Fund - $1.35M, Invesco S&P 500 Low Volatility ETF - $875,086.44, and JPMorgan Income ETF - $856,646.13. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Arrowhead Pharmaceuticals Inc - $366,770.71, First Trust NASDAQ Cybersecurity ETF - $307,411.63, Invesco Preferred ETF - $302,649.48, BlackRock, Inc - $281,889.15, and iShares TIPS Bond ETF - $263,003.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian O'Rourke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.91M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.36M, Blackstone Inc - $1.2M, Invesco S&P 500 Low Volatility ETF - $919,407.5, Vanguard Intermediate-Term Corporate Bond Fund - $908,178.83, and JPMorgan Income ETF - $856,646.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian O'Rourke's monthly returns?
Brian O'Rourke's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Brian O'Rourke's strategy be considered aggressive or moderate?
Brian O'Rourke's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Brian O'Rourke's strategy?
Brian O'Rourke's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
