O'ROURKE & COMPANY, Inc

Name: O'ROURKE & COMPANY, Inc 13F holdings, Q4 2024
Creator: O'ROURKE & COMPANY, Inc
Published: 2025-02-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), O'ROURKE & COMPANY, Inc reported 147 stock positions worth $204.1 million. Its top holding was Apple (AAPL) at 10.2% of the portfolio, followed by Blackstone (BX, 4.9%) and Invesco S&P 500 Low Volatili (SPLV, 4.6%). Compared with Q3 2024, it opened 7 new positions, sold out of 8, added to 67 and reduced 64. The biggest buy was JPMorgan Income ETF (JPIE, shares +67%) and the biggest sale Invesco S&P 500 Low Volatili (SPLV, shares −2%).

Most Recent 13F: Q2 2026
Location: BOSTON, MA
CIK: 0001911468
Portfolio Value: $204.1M (Q4 2024)
SEC Filing: 0001911468-25-000001 ↗ filed Feb 13, 2025

Holdings Value

Holdings 147 stocks · $204.1M


AAPL Apple Inc.	10.21%	83,257	$20.8M	Reduce -7.7%
BX Blackstone Inc.	4.85%	57,432	$9.9M	Reduce -12.5%
SPLV Invesco S&P 500 Low Volatili	4.64%	135,354	$9.5M	Reduce -2.0%
XLK SS Technology Select Sector	4.39%	38,535	$9.0M	Reduce -0.4%
KKR KKR & Co. Inc.	2.91%	40,180	$5.9M	Reduce -12.3%
NOBL Proshares S&P 500 Dividend A	2.81%	57,612	$5.7M	Add +1.1%
MSFT Microsoft Corp.	2.75%	13,320	$5.6M	Reduce -6.4%
JPM JPMorgan Chase & Co.	2.71%	23,113	$5.5M	Reduce -0.2%
JPIE JPMorgan Income ETF	2.67%	119,242	$5.4M	Add +67.3%
JEPI JPMorgan Equity Premium Inco	2.24%	79,449	$4.6M	Add +4.4%
VCIT Vanguard Int-Term Corporate	2.06%	52,358	$4.2M	Reduce -2.8%
APO Apollo Global Management Inc.	2.05%	25,353	$4.2M	Reduce -8.6%
VTI VG Morningstar TS MKT ETF-US	1.98%	13,974	$4.0M	Add +3.4%
RSP Invesco S&P 500 Equal Weight	1.94%	22,628	$4.0M	Add +5.4%
AMZN Amazon.com Inc.	1.73%	16,087	$3.5M	Reduce -5.4%
GOOGL Alphabet Inc. Class A	1.58%	17,054	$3.2M	Reduce -7.5%
GOOG Alphabet Inc. Class C	1.53%	16,430	$3.1M	Reduce -9.7%
VBR Vngrd Mrngst SL-CP Val ETF-U	1.36%	14,027	$2.8M	Add +4.5%
VTEB Vanguard Tax-Exempt Bond ETF	1.29%	52,412	$2.6M	Reduce -5.3%
VHT Vanguard Health Care ETF	1.25%	10,057	$2.6M	Reduce -2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.21%	11,192	$2.5M	Reduce -7.3%
VFH Vanguard Financials ETF	1.20%	20,701	$2.4M	Add +4.0%
SCMB Schwab Municipal Bond ETF	1.11%	88,406	$2.3M	Add +5.9%
BRK.B Berkshire Hathaway Inc. Class B	1.10%	4,971	$2.3M	Reduce -10.8%
VDE Vanguard Energy ETF	0.97%	16,323	$2.0M	Add +18.4%
WELL Welltower Inc.	0.94%	15,144	$1.9M	Reduce -7.0%
PHO Invesco Water Resources ETF	0.91%	28,218	$1.9M	Reduce -3.1%
GS Goldman Sachs Group Inc.	0.90%	3,209	$1.8M	Reduce -3.2%
VPU Vanguard Utilities ETF	0.84%	10,480	$1.7M	Add +41.8%
CWB SS SPDR BB Conv Sec ETF	0.80%	20,968	$1.6M	Reduce -2.9%
VYM Vanguard High DVD Yield ETF	0.76%	12,084	$1.5M	Add +7.1%
SPY SS SPDR S&P 500 ETF Trust-US	0.75%	2,611	$1.5M	Add +1.2%
CIBR First Trust Nasdaq Cybersecu	0.69%	22,067	$1.4M	Add +2.1%
PAVE Global X US Infrastructure	0.66%	33,232	$1.3M	Add +5.1%
VB Vanguard Most SM-Cap ETF-Usd	0.61%	5,192	$1.2M	Add +3.5%
JNJ Johnson & Johnson	0.60%	8,532	$1.2M	Reduce -3.1%
XLRE SS Real Estate Select Sector	0.58%	29,247	$1.2M	Add +12.0%
WMT Walmart Inc.	0.57%	12,805	$1.2M	Reduce -1.9%
LLY Eli Lilly & Co.	0.56%	1,479	$1.1M	Add +1.9%
DVY iShares Select Dividend ETF	0.55%	8,601	$1.1M	Add +2.7%
NVDA Nvidia Corp.	0.55%	8,356	$1.1M	Add +9.6%
KO The Coca-Cola Co.	0.55%	17,949	$1.1M	Reduce -4.3%
KMI Kinder Morgan Inc.	0.52%	38,382	$1.1M	Reduce -9.4%
VIG Vanguard Dividend Apprec ETF	0.50%	5,253	$1.0M	Reduce -1.5%
ADI Analog Devices Inc.	0.50%	4,758	$1.0M	No change
BINC iShares Flex I A ETF-Usd Inc.	0.47%	18,450	$960K	Add +85.6%
SCHW Schwab (charles) Corp.	0.47%	12,958	$959K	Add +1.1%
PG The Procter & Gamble Co.	0.45%	5,453	$914K	Reduce -3.4%
CG The Carlyle Group Inc.	0.45%	17,990	$908K	Add +1.5%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.44%	5,543	$897K	Reduce -3.2%
XLP SS Consumer Staples Sel Sect	0.44%	11,327	$890K	Add +3.5%
IBB iShares Biotechnology ETF	0.44%	6,723	$889K	Reduce -2.0%
SOXX iShares Semiconductor ETF	0.43%	4,115	$887K	Add +25.8%
GLD SPDR Gold Shares	0.43%	3,662	$887K	Add +32.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.43%	3,332	$880K	Reduce -0.9%
HACK Amplify Cybersecurity ETF	0.40%	11,053	$823K	Add +1.0%
EVR Evercore Inc. Class A	0.40%	2,914	$808K	Reduce -10.2%
XLF SS Financial Select Sector	0.39%	16,277	$787K	Add +5.8%
VZ Verizon Communications Inc.	0.38%	19,631	$785K	Add +5.3%
XLV SS Health Care Select Sector	0.37%	5,484	$754K	Reduce -5.7%
MGV Vngrd Mrgstr MG CP VL ETF-Ui	0.37%	5,972	$746K	Add +16.7%
IVOO Vanguard S&P Mid-Cap 400 ETF	0.36%	6,907	$729K	Reduce -6.3%
MCD McDonald's Corp.	0.34%	2,429	$704K	Reduce -5.2%
VNQ Vanguard Real Estate ETF	0.34%	7,873	$701K	Add +3.5%
VBK Van Morst SML-Cap Gro-Usd Inc.	0.34%	2,497	$699K	Add +3.0%
IWF iShares Russell 1000 Growth	0.34%	1,723	$692K	Reduce -0.8%
VIGI Vanguard Int Div App Indx FD	0.32%	8,070	$645K	Add +1.9%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.32%	8,505	$644K	Add +6.3%
VXUS Vanguard Total Intl Stock	0.31%	10,575	$623K	Add +8.5%
WAT Waters Corp.	0.30%	1,670	$620K	Reduce -3.6%
PFF iShares Preferred & Income S	0.30%	19,347	$608K	Add +3.8%
MRK Merck & Co. Inc.	0.30%	6,076	$604K	Reduce -11.5%
RSPA Invesco S&P 500 Ew Income Ad	0.30%	11,997	$604K	New
MAR Marriott International Class A	0.28%	2,075	$579K	No change
MOO Vaneck Agribusiness ETF	0.28%	8,736	$564K	Add +2.3%
BUG Global X Cybersecurity ETF	0.27%	17,400	$558K	Add +7.7%
SCHD Schwab US DVD Equity ETF	0.27%	20,384	$557K	Add +0.8%
QQQ Invesco QQQ Trust Series 1	0.27%	1,089	$557K	Reduce -1.4%
FTCS First Trust Capital Strength	0.26%	6,088	$535K	Reduce -6.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.25%	11,728	$515K	Reduce -5.4%
BLK BlackRock Inc.	0.25%	499	$512K	New
ABBV Abbvie Inc.	0.25%	2,840	$505K	Reduce -2.6%
MC Moelis & Co. Class A	0.25%	6,812	$503K	Add +5.0%
VIOO Vanguard S&P Small-Cap 600 E	0.25%	4,741	$503K	Add +0.4%
LAZ Lazard Inc.	0.24%	9,670	$498K	Reduce -1.0%
SDY SS SPDR S&P Dividend ETF	0.24%	3,239	$494K	Reduce -10.7%
DUK Duke Energy Corp.	0.24%	4,515	$486K	Reduce -1.8%
LOW Lowe's Cos Inc.	0.24%	1,959	$483K	Reduce -2.2%
KEY Keycorp	0.23%	27,869	$478K	Reduce -8.8%
SO The Southern Co.	0.23%	5,772	$475K	Add +0.1%
AVGO Broadcom Inc.	0.23%	2,022	$464K	Reduce -9.8%
IVV iShares Core S&P 500 ETF	0.23%	783	$461K	Add +2.8%
MFC Manulife Financial Corp.	0.22%	14,760	$453K	Reduce -12.1%
PFE Pfizer Inc.	0.22%	17,011	$451K	Reduce -9.5%
BXP BXP Inc.	0.21%	5,890	$438K	Add +12.3%
BMY Bristol-Myers Squibb Co.	0.21%	7,661	$433K	Add +2.1%
VTV Vanguard Mrngstr Val ETF-Aui	0.21%	2,473	$419K	Add +0.3%
SPG Simon Property Group Inc.	0.20%	2,408	$415K	Reduce -11.1%
GSEW Goldman Sachs Eql WGHT Large	0.20%	5,370	$415K	New
ICVT iShares Convertible Bond ETF	0.20%	4,823	$410K	No change
SLV iShares Silver Trust	0.20%	15,370	$405K	Add +39.0%
VAW Vanguard Materials ETF	0.19%	2,037	$383K	Add +11.9%
MS Morgan Stanley	0.19%	3,040	$382K	Add +0.1%
V Visa Inc. Class A	0.19%	1,200	$379K	Reduce -14.8%
SMH Vaneck Semiconductor ETF	0.18%	1,546	$374K	Add +49.2%
ADP Automatic Data Processing	0.18%	1,260	$369K	No change
VDC Vanguard Consumer Staple ETF	0.18%	1,731	$366K	Add +0.8%
CRWD CrowdStrike Holdings Inc. Class A	0.18%	1,049	$359K	Reduce -3.3%
BILS SS Spdrb B 3-12M T-Bill ETF	0.17%	3,598	$357K	Add +61.3%
VICI Vici Properties Inc. filed as VICI PPTYS INC	0.17%	12,144	$355K	Add +5.2%
TSLA Tesla Inc.	0.17%	878	$355K	Reduce -5.0%
IJR iShares Core S&P Small-Cap E	0.17%	3,060	$353K	Reduce -7.7%
RDNT Radnet Inc.	0.17%	5,025	$351K	No change
WM Waste Management Inc.	0.17%	1,729	$349K	Add +6.4%
HD Home Depot Inc.	0.17%	886	$345K	Reduce -13.2%
AMAT Applied Materials Inc.	0.17%	2,091	$340K	Add +0.1%
DLR Digital Realty Trust Inc.	0.17%	1,914	$339K	New
EBC Eastern Bankshares Inc.	0.17%	19,558	$337K	No change
CAT Caterpillar Inc.	0.16%	919	$334K	Reduce -13.1%
EEM iShares MSCI Emerging Market	0.16%	7,956	$333K	Add +2.3%
WFC Wells Fargo & Co.	0.16%	4,726	$332K	Add +0.1%
CL Colgate-Palmolive Co.	0.16%	3,645	$331K	Reduce -11.2%
NGG National Grid PLC-SP ADR	0.16%	5,542	$329K	Reduce -8.7%
AMGN Amgen Inc.	0.16%	1,251	$326K	Add +2.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.16%	4,107	$323K	Add +4.6%
ARCC Ares Capital Corp.	0.16%	14,623	$320K	Add +8.3%
MO Altria Group Inc.	0.16%	6,085	$318K	Add +39.2%
C Citigroup Inc.	0.15%	4,485	$316K	Add +0.2%
WCLD Wisdomtree Cloud Computing	0.15%	8,263	$310K	Add +20.3%
IWR iShares Russell Mid-Cap ETF	0.14%	3,299	$292K	No change
T AT&T Inc.	0.14%	12,610	$287K	Add +35.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.14%	658	$280K	Add +0.1%
EEMV iShares MSCI Emg MKT Min Vol	0.13%	4,739	$275K	Add +0.4%
VTWO Vanguard Russell 2000 ETF	0.13%	3,033	$271K	Reduce -1.6%
VOO Vanguard S&P 500 ETF	0.13%	494	$266K	Add +6.7%
UTWO F/M US Treasury 2 Year Note	0.13%	5,371	$258K	New
PEP Pepsico Inc.	0.12%	1,628	$248K	Reduce -19.1%
ABT Abbott Laboratories	0.12%	2,172	$246K	Reduce -2.1%
FDX FedEx Corp.	0.12%	871	$245K	Reduce -2.7%
PLD Prologis Inc.	0.12%	2,299	$243K	Reduce -1.5%
VUG Vanguard Mrngstar GR ETF-Sui	0.12%	592	$243K	No change
AFL Aflac Inc.	0.11%	2,200	$228K	No change
MA Mastercard Inc. Class A	0.11%	425	$224K	Reduce -14.5%
PFXF Vaneck Pref Sec X-Financials	0.10%	12,130	$209K	Add +2.8%
CRM Salesforce Inc.	0.10%	623	$208K	New
MTB M & T Bank Corp. filed as M & T BK CORP	0.10%	1,070	$201K	New
AGNC AGNC Investment Corp.	0.07%	15,186	$140K	Reduce -12.8%

Portfolio Sells Q3 2024 → Q4 2024


SPLV Invesco S&P 500 Low Volatili	Reduce -2.0%	4.64%	−0.32
MSFT Microsoft Corp.	Reduce -6.4%	2.75%	−0.32
AAPL Apple Inc.	Reduce -7.7%	10.21%	−0.30
VHT Vanguard Health Care ETF	Reduce -2.1%	1.25%	−0.20
VCIT Vanguard Int-Term Corporate	Reduce -2.8%	2.06%	−0.20
BRK.B Berkshire Hathaway Inc. Class B	Reduce -10.8%	1.10%	−0.18
BX Blackstone Inc.	Reduce -12.5%	4.85%	−0.18
IBM Intl Business Machines Corp.	Reduce -7.3%	1.21%	−0.13
VTEB Vanguard Tax-Exempt Bond ETF	Reduce -5.3%	1.29%	−0.13
KO The Coca-Cola Co.	Reduce -4.3%	0.55%	−0.13
PHO Invesco Water Resources ETF	Reduce -3.1%	0.91%	−0.12
IJH iShares Core S&P Midcap ETF	Sold out	0.00%	−0.12
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.12
BSCO Invesco Bulletshares 2024 CB	Sold out	0.00%	−0.11
JNJ Johnson & Johnson	Reduce -3.1%	0.60%	−0.11
WELL Welltower Inc.	Reduce -7.0%	0.94%	−0.11
TLT iShares 20+ Year Treasury BD	Sold out	0.00%	−0.10
META Meta Platforms Inc. Class A	Sold out	0.00%	−0.10
IWM iShares Russell 2000 ETF	Sold out	0.00%	−0.10
MRK Merck & Co. Inc.	Reduce -11.5%	0.30%	−0.09
PGX Invesco Preferred ETF	Sold out	0.00%	−0.09
KKR KKR & Co. Inc.	Reduce -12.3%	2.91%	−0.08
XLV SS Health Care Select Sector	Reduce -5.7%	0.37%	−0.08
IBB iShares Biotechnology ETF	Reduce -2.0%	0.44%	−0.06
PFE Pfizer Inc.	Reduce -9.5%	0.22%	−0.05
CL Colgate-Palmolive Co.	Reduce -11.2%	0.16%	−0.05
NGG National Grid PLC-SP ADR	Reduce -8.7%	0.16%	−0.05
PEP Pepsico Inc.	Reduce -19.1%	0.12%	−0.05
MCD McDonald's Corp.	Reduce -5.2%	0.34%	−0.05
CAT Caterpillar Inc.	Reduce -13.1%	0.16%	−0.04
PG The Procter & Gamble Co.	Reduce -3.4%	0.45%	−0.04
VOE Vngrd Mrngstr MD-Cap Val ETF	Reduce -3.2%	0.44%	−0.04
ABBV Abbvie Inc.	Reduce -2.6%	0.25%	−0.04
HD Home Depot Inc.	Reduce -13.2%	0.17%	−0.04
FTCS First Trust Capital Strength	Reduce -6.7%	0.26%	−0.03
LOW Lowe's Cos Inc.	Reduce -2.2%	0.24%	−0.03
IVOO Vanguard S&P Mid-Cap 400 ETF	Reduce -6.3%	0.36%	−0.03
PLD Prologis Inc.	Reduce -1.5%	0.12%	−0.03
CWB SS SPDR BB Conv Sec ETF	Reduce -2.9%	0.80%	−0.03
DUK Duke Energy Corp.	Reduce -1.8%	0.24%	−0.03
MFC Manulife Financial Corp.	Reduce -12.1%	0.22%	−0.03
SPG Simon Property Group Inc.	Reduce -11.1%	0.20%	−0.03
VIG Vanguard Dividend Apprec ETF	Reduce -1.5%	0.50%	−0.02
AGNC AGNC Investment Corp.	Reduce -12.8%	0.07%	−0.02
KEY Keycorp	Reduce -8.8%	0.23%	−0.02
IJR iShares Core S&P Small-Cap E	Reduce -7.7%	0.17%	−0.02
SDY SS SPDR S&P Dividend ETF	Reduce -10.7%	0.24%	−0.02
EVR Evercore Inc. Class A	Reduce -10.2%	0.40%	−0.02
MA Mastercard Inc. Class A	Reduce -14.5%	0.11%	−0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -0.9%	0.43%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


JPIE JPMorgan Income ETF	Add +67.3%	2.67%	+1.01
RSPA Invesco S&P 500 Ew Income Ad	New	0.30%	+0.30
BLK BlackRock Inc.	New	0.25%	+0.25
BINC iShares Flex I A ETF-Usd Inc.	Add +85.6%	0.47%	+0.20
GSEW Goldman Sachs Eql WGHT Large	New	0.20%	+0.20
VPU Vanguard Utilities ETF	Add +41.8%	0.84%	+0.20
DLR Digital Realty Trust Inc.	New	0.17%	+0.17
UTWO F/M US Treasury 2 Year Note	New	0.13%	+0.13
VDE Vanguard Energy ETF	Add +18.4%	0.97%	+0.13
VFH Vanguard Financials ETF	Add +4.0%	1.20%	+0.10
CRM Salesforce Inc.	New	0.10%	+0.10
MTB M & T Bank Corp.	New	0.10%	+0.10
GLD SPDR Gold Shares	Add +32.6%	0.43%	+0.10
NVDA Nvidia Corp.	Add +9.6%	0.55%	+0.09
VTI VG Morningstar TS MKT ETF-US	Add +3.4%	1.98%	+0.07
BILS SS Spdrb B 3-12M T-Bill ETF	Add +61.3%	0.17%	+0.06
CG The Carlyle Group Inc.	Add +1.5%	0.45%	+0.06
SOXX iShares Semiconductor ETF	Add +25.8%	0.43%	+0.06
SMH Vaneck Semiconductor ETF	Add +49.2%	0.18%	+0.06
SCHW Schwab (charles) Corp.	Add +1.1%	0.47%	+0.05
CIBR First Trust Nasdaq Cybersecu	Add +2.1%	0.69%	+0.05
MO Altria Group Inc.	Add +39.2%	0.16%	+0.04
WCLD Wisdomtree Cloud Computing	Add +20.3%	0.15%	+0.04
SLV iShares Silver Trust	Add +39.0%	0.20%	+0.04
T AT&T Inc.	Add +35.3%	0.14%	+0.04
MGV Vngrd Mrgstr MG CP VL ETF-Ui	Add +16.7%	0.37%	+0.04
XLF SS Financial Select Sector	Add +5.8%	0.39%	+0.04
VYM Vanguard High DVD Yield ETF	Add +7.1%	0.76%	+0.03
HACK Amplify Cybersecurity ETF	Add +1.0%	0.40%	+0.03
WFC Wells Fargo & Co.	Add +0.1%	0.16%	+0.03
MS Morgan Stanley	Add +0.1%	0.19%	+0.03
MC Moelis & Co. Class A	Add +5.0%	0.25%	+0.02
BUG Global X Cybersecurity ETF	Add +7.7%	0.27%	+0.02
VBK Van Morst SML-Cap Gro-Usd Inc.	Add +3.0%	0.34%	+0.02
BMY Bristol-Myers Squibb Co.	Add +2.1%	0.21%	+0.02
RSP Invesco S&P 500 Equal Weight	Add +5.4%	1.94%	+0.02
VB Vanguard Most SM-Cap ETF-Usd	Add +3.5%	0.61%	+0.02
ARCC Ares Capital Corp.	Add +8.3%	0.16%	+0.02
SCMB Schwab Municipal Bond ETF	Add +5.9%	1.11%	+0.02
C Citigroup Inc.	Add +0.2%	0.15%	+0.01
VBR Vngrd Mrngst SL-CP Val ETF-U	Add +4.5%	1.36%	+0.01
SPY SS SPDR S&P 500 ETF Trust-US	Add +1.2%	0.75%	+0.01
VOO Vanguard S&P 500 ETF	Add +6.7%	0.13%	+0.01
PAVE Global X US Infrastructure	Add +5.1%	0.66%	+0.01
IVV iShares Core S&P 500 ETF	Add +2.8%	0.23%	+0.01
BXP BXP Inc.	Add +12.3%	0.21%	+0.00
WM Waste Management Inc.	Add +6.4%	0.17%	+0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +4.6%	0.16%	+0.00
XLRE SS Real Estate Select Sector	Add +12.0%	0.58%	−0.00
DIA SS SPDR Dow Jones Indus Avg	Add +0.1%	0.14%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	177	$286.5M	AAPL, XLK, JPIE, SPLV, BILS
Q1 2026	171	$252.6M	AAPL, JPIE, SPLV, XLK, BILS
Q4 2025	168	$257.1M	AAPL, XLK, SPLV, JPIE, BX
Q3 2025	166	$239.3M	AAPL, XLK, SPLV, BX, JPIE
Q2 2025	159	$214.2M	AAPL, SPLV, XLK, BX, JPM
Q1 2025	151	$201.6M	AAPL, SPLV, XLK, BX, JPIE
Q4 2024	147	$204.1M	AAPL, BX, SPLV, XLK, KKR
Q3 2024	148	$199.8M	AAPL, BX, SPLV, XLK, MSFT
Q2 2024	142	$177.7M	AAPL, SPLV, XLK, BX, MSFT
Q1 2024	142	$172.3M	AAPL, SPLV, BX, XLK, MSFT