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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 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 DAPR DAPR 44,963 $1.8M 0.49% SOLD
2 NRK NRK Financial Services 171,806 $1.7M 0.48% SOLD
3 DMAR DMAR 10,546 $439K 0.12% SOLD
4 RH RH Consumer Cyclical 80 $14K 0.00% SOLD
5 SCHZ SCHZ 499 $11K 0.00% SOLD
6 MBB MBB 76 $7K 0.00% SOLD
7 EFG EFG 66 $7K 0.00% SOLD
8 TFLO TFLO 108 $5K 0.00% SOLD
9 IYW IYW 20 $4K 0.00% SOLD
10 IEMG IEMG 68 $4K 0.00% SOLD
11 CMA 27 $2K 0.00% SOLD
12 FLUT 11 $2K 0.00% SOLD
13 TIP TIP 14 $1K SOLD
14 EMB EMB 12 $1K SOLD
15 IFRA IFRA 24 $1K SOLD
16 PSKY PSKY Communication Services 129 $1K SOLD
17 WEN WEN Consumer Cyclical 184 $1K SOLD
18 ADT ADT Industrials 96 SOLD
19 BMNR BMNR Financial Services SOLD
20 DAY 9 SOLD
Page 1 of 2  ·  32 positions
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%