Stock Taper 
O'ROURKE & COMPANY, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Duke Energy Corporation | DUK | 4.58K | $580.1K |
 Merck & Co., Inc. | MRK | 5.42K | $697.05K |
 National Grid plc | NGG | 5.44K | $451.03K |
 The Southern Company | SO | 5.75K | $549.88K |
 The Procter & Gamble Company | PG | 6.18K | $906.1K |
 Moelis & Company | MC | 6.41K | $419.55K |
 Berkshire Hathaway Inc. | BRK-B | 6.44K | $3.22M |
 Digital Realty Trust, Inc. | DLR | 6.49K | $1.17M |
 Lazard Inc | LAZ | 7.96K | $333.9K |
 Altria Group, Inc. | MO | 8.08K | $581.58K |
 Johnson & Johnson | JNJ | 8.48K | $2.15M |
 Bank of America Corporation | BAC | 9.34K | $532.17K |
 International Business Machines Corporation | IBM | 9.43K | $2.65M |
 VICI Properties Inc. | VICI | 9.59K | $254.49K |
 The Charles Schwab Corporation | SCHW | 10.68K | $985.12K |
 Manulife Financial Corporation | MFC | 10.77K | $436.34K |
 NVIDIA Corporation | NVDA | 11.57K | $2.31M |
 Bristol-Myers Squibb Company | BMY | 12.2K | $703.04K |
 Ares Capital Corporation | ARCC | 12.89K | $238.83K |
 Golub Capital BDC, Inc. | GBDC | 13.01K | $167.55K |