Portfolio (Quarterly)
Guide ↗
OGOREK ANTHONY JOSEPH /NY/ /ADV
· CIK 0000714364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EMBC | EMBC | Healthcare | 4 | — | — | SOLD |
| 22 | GDDY | GDDY | Technology | 3 | — | — | SOLD |
| 23 | — | BTC | — | — | — | — | SOLD |
| 24 | IDXX | IDXX | Healthcare | 1 | — | — | SOLD |
| 25 | — | MRP | — | 24 | — | — | SOLD |
| 26 | NTNX | NTNX | Technology | 9 | — | — | SOLD |
| 27 | PAYC | PAYC | Technology | 4 | — | — | SOLD |
| 28 | — | SMCI | — | 4 | — | — | SOLD |
| 29 | TTWO | TTWO | Communication Services | 1 | — | — | SOLD |
| 30 | TXRH | TXRH | Consumer Cyclical | — | — | — | SOLD |
| 31 | VEEV | VEEV | Healthcare | 3 | — | — | SOLD |
| 32 | — | APLM | — | — | — | — | SOLD |
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%