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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 2 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LOW LOW Consumer Cyclical 581.0 $137K 0.04% +18.0 +3.2% $235.80 -5.8%
22 AMGN AMGN Healthcare 373.0 $131K 0.04% +2.0 +0.5% $351.21 -3.9%
23 PG PG Consumer Defensive 850.0 $122K 0.03% +7.0 +0.8% $143.53 +4.8%
24 HD HD Consumer Cyclical 349.0 $115K 0.03% +2.0 +0.6% $329.51 +1.4%
25 ORCL ORCL Technology 764.0 $112K 0.03% +35.0 +4.8% $146.60 +25.7%
26 PYPL PYPL Financial Services 2,467.0 $111K 0.03% +840.0 +51.6% $44.99 -5.5%
27 CRM CRM Technology 538.0 $100K 0.03% +110.0 +25.7% $185.87 -18.3%
28 REGN REGN Healthcare 107.0 $83K 0.02% +5.0 +4.9% $775.70 -21.4%
29 DHR DHR Healthcare 360.0 $68K 0.02% +3.0 +0.8% $188.89 -6.2%
30 SLB SLB Energy 1,287.0 $66K 0.02% +1K +1593.4% $51.28 -6.2%
31 BND BND 885.0 $65K 0.02% +6.0 +0.7% $73.45 -0.1%
32 ED ED Utilities 570.0 $64K 0.02% +105.0 +22.6% $112.28 -5.3%
33 OKE OKE Energy 705.0 $63K 0.02% +128.0 +22.2% $89.36 -4.8%
34 ACN ACN Technology 313.0 $62K 0.02% +65.0 +26.2% $198.08 -35.4%
35 NFG NFG Energy 657.0 $61K 0.02% +517.0 +369.3% $92.85 -18.3%
36 UNH UNH Healthcare 211.0 $57K 0.02% +52.0 +32.7% $270.14 +48.4%
37 TGT TGT Consumer Defensive 470.0 $57K 0.02% +50.0 +11.9% $121.28 +7.8%
38 MRNA MRNA Healthcare 1,003.0 $50K 0.01% +137.0 +15.8% $49.85 +28.3%
39 NTDOY 3,245.0 $46K 0.01% +299.0 +10.2% $14.18
40 TRGP TRGP Energy 181.0 $45K 0.01% +48.0 +36.1% $248.62 +4.0%
Page 2 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%