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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 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MINT MINT 73,645.0 $7.4M 2.03% NEW $100.56 +0.2%
2 VEXC VEXC 79,170.0 $6.4M 1.77% NEW $81.38 +19.5%
3 GJAN GJAN 68,836.0 $2.9M 0.79% NEW $41.90 +7.3%
4 MUNY 4,879.0 $499K 0.14% NEW $102.28
5 GDEC GDEC 10,126.0 $374K 0.10% NEW $36.93 +7.7%
6 VIK 1,796.0 $131K 0.04% NEW $72.94
7 BATRK BATRK Communication Services 1,761.0 $75K 0.02% NEW $42.59 +18.3%
8 IAU 681.0 $60K 0.02% NEW $88.11
9 FNV FNV Basic Materials 165.0 $40K 0.01% NEW $242.42 -9.6%
10 VT VT 295.0 $40K 0.01% NEW $135.59 +16.3%
11 CLOA CLOA 567.0 $29K 0.01% NEW $51.15 +1.4%
12 CIGI CIGI Real Estate 200.0 $21K 0.01% NEW $105.00 -13.0%
13 NVR NVR Consumer Cyclical 2.0 $13K 0.00% NEW $6500.00 -0.1%
14 SOXX SOXX 34.0 $11K 0.00% NEW $323.53 +97.6%
15 ELE 383.0 $7K 0.00% NEW $18.28
16 NXST NXST Communication Services 41.0 $7K 0.00% NEW $170.73 -3.8%
17 DOC DOC Real Estate 420.0 $6K 0.00% NEW $14.29 +36.9%
18 SFD 222.0 $6K 0.00% NEW $27.03
19 DDS DDS Consumer Cyclical 10.0 $5K 0.00% NEW $500.00 +11.0%
20 FLEX FLEX Technology 77.0 $5K 0.00% NEW $64.94 +127.3%
Page 1 of 4  ·  63 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%