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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VYMI VYMI 82.0 $7K 0.00% +1.0 +1.2% $85.37 +16.3%
122 ETN ETN Industrials 20.0 $7K 0.00% +1.0 +5.3% $350.00 +20.5%
123 AMP AMP Financial Services 15.0 $6K 0.00% +1.0 +7.1% $400.00 +16.9%
124 CPB CPB Consumer Defensive 273.0 $6K 0.00% +11.0 +4.2% $21.98 -3.8%
125 DUK DUK Utilities 52.0 $6K 0.00% +7.0 +15.6% $115.38 +7.3%
126 RDVY RDVY 99.0 $6K 0.00% +1.0 +1.0% $60.61 +30.6%
127 KR KR Consumer Defensive 92.0 $6K 0.00% +10.0 +12.2% $65.22 -13.2%
128 SJM SJM Consumer Defensive 72.0 $6K 0.00% +8.0 +12.5% $83.33 +33.0%
129 SO SO Utilities 65.0 $6K 0.00% +9.0 +16.1% $92.31 +0.8%
130 TMUS TMUS Communication Services 30.0 $6K 0.00% +13.0 +76.5% $200.00 -9.2%
131 ACI ACI Consumer Defensive 334.0 $5K 0.00% +9.0 +2.8% $14.97 -10.2%
132 KEYS KEYS Technology 18.0 $5K 0.00% +9.0 +100.0% $277.78 +30.9%
133 DOX DOX Technology 77.0 $5K 0.00% +9.0 +13.2% $64.94 -20.7%
134 FMNY FMNY 177.0 $4K 0.00% +1.0 +0.6% $22.60 +19.0%
135 ACGL ACGL Financial Services 47.0 $4K 0.00% +35.0 +291.7% $85.11 +7.1%
136 KMX KMX Consumer Cyclical 84.0 $3K 0.00% +54.0 +180.0% $35.71 +50.2%
137 CE CE Basic Materials 60.0 $3K 0.00% +25.0 +71.4% $50.00 +2.3%
138 LVS LVS Consumer Cyclical 65.0 $3K 0.00% +9.0 +16.1% $46.15 +5.6%
139 STE STE Healthcare 16.0 $3K 0.00% +2.0 +14.3% $187.50 +8.1%
140 XYZ 64.0 $3K 0.00% +2.0 +3.2% $46.88
Page 7 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%