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Portfolio (Quarterly) Guide ↗

OGOREK ANTHONY JOSEPH /NY/ /ADV

· CIK 0000714364
13F Portfolio $365M AUM 719 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 149 Added 185 Reduced 32 Exited
Page 1 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BINC BINC 746,729.0 $38.8M 10.63% +80K +12.0% $51.93 +0.7%
2 YDEC YDEC 802,351.0 $21.1M 5.78% +801K +10000.0% $26.30 +5.0%
3 VXUS VXUS 213,651.0 $16.5M 4.51% +4K +2.1% $77.11 +12.5%
4 VSGX VSGX 157,609.0 $11.3M 3.10% +932.0 +0.6% $71.73 +16.4%
5 SCHI SCHI 467,609.0 $10.6M 2.91% +299K +176.7% $22.68 -0.4%
6 VGK VGK 34,717.0 $2.9M 0.78% +11K +43.8% $82.41 +7.1%
7 IEI IEI 13,342.0 $1.6M 0.43% +3K +29.2% $118.57 -1.2%
8 NVDA NVDA Technology 5,920.0 $1.0M 0.28% +36.0 +0.6% $174.32 +20.9%
9 NFLX NFLX Communication Services 5,960.0 $573K 0.16% +6K +1230.4% $96.14 -19.5%
10 CL CL Consumer Defensive 6,029.0 $513K 0.14% +94.0 +1.6% $85.09 +5.2%
11 SCHF SCHF 19,420.0 $480K 0.13% +1K +6.5% $24.72 +14.2%
12 FMB FMB 7,890.0 $399K 0.11% +227.0 +3.0% $50.57 +1.6%
13 COST COST Consumer Defensive 273.0 $272K 0.07% +7.0 +2.6% $996.34 -4.5%
14 QQQ QQQ Financial Services 415.0 $239K 0.07% +23.0 +5.9% $575.90 +28.6%
15 VYM VYM 1,297.0 $192K 0.05% +1K +604.9% $148.03 +6.9%
16 CVX CVX Energy 870.0 $180K 0.05% +207.0 +31.2% $206.90 -16.1%
17 BIL BIL 1,851.0 $169K 0.05% +771.0 +71.4% $91.30 +0.3%
18 USMV USMV 1,595.0 $147K 0.04% +192.0 +13.7% $92.16 +2.3%
19 GRID GRID 886.0 $145K 0.04% +725.0 +450.3% $163.66 +19.0%
20 VLO VLO Energy 563.0 $139K 0.04% +126.0 +28.8% $246.89 -4.3%
Page 1 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 32.0%
Technology 24.5%
Industrials 15.5%
Communication Services 9.9%
Financial Services 5.6%
Consumer Cyclical 5.1%
Consumer Defensive 3.4%
Energy 1.8%
Utilities 1.1%
Basic Materials 0.7%