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Portfolio (Quarterly) Guide ↗

OGOREK ANTHONY JOSEPH /NY/ /ADV

· CIK 0000714364
13F Portfolio $364M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 708 New
Page 12 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WDC WDC Technology 167.0 $28K 0.01% NEW $167.66 +345.1%
222 XYL XYL Industrials 208.0 $28K 0.01% NEW $134.62 -17.2%
223 EBAY EBAY Consumer Cyclical 332.0 $28K 0.01% NEW $84.34 +28.3%
224 ADBE ADBE Technology 78.0 $27K 0.01% NEW $346.15 -43.6%
225 CP 375.0 $27K 0.01% NEW $72.00
226 NLR NLR 225.0 $27K 0.01% NEW $120.00 +5.8%
227 AEP AEP Utilities 240.0 $27K 0.01% NEW $112.50 +13.5%
228 MET MET Financial Services 351.0 $27K 0.01% NEW $76.92 +11.3%
229 TEL TEL Technology 121.0 $27K 0.01% NEW $223.14 -2.5%
230 HWM HWM Industrials 132.0 $27K 0.01% NEW $204.55 +35.7%
231 RSG RSG Industrials 127.0 $27K 0.01% NEW $212.60 -3.6%
232 O O Real Estate 489.0 $27K 0.01% NEW $55.21 +9.1%
233 LNG LNG Energy 134.0 $26K 0.01% NEW $194.03 +17.0%
234 VYM VYM 184.0 $26K 0.01% NEW $141.30 +12.0%
235 HPE HPE Technology 1,121.0 $26K 0.01% NEW $23.19 +104.4%
236 JKHY JKHY Technology 143.0 $26K 0.01% NEW $181.82 -30.6%
237 HAL HAL Energy 922.0 $26K 0.01% NEW $28.20 +23.9%
238 KO KO Consumer Defensive 378.0 $26K 0.01% NEW $68.78 +15.4%
239 CRWD CRWD Technology 56.0 $26K 0.01% NEW $464.29 +47.5%
240 TROW TROW Financial Services 254.0 $26K 0.01% NEW $102.36 +5.2%
Page 12 of 36  ·  708 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 33.4%
Technology 27.9%
Industrials 13.0%
Communication Services 8.4%
Financial Services 7.6%
Consumer Cyclical 4.6%
Consumer Defensive 2.6%
Energy 0.9%
Utilities 0.7%
Basic Materials 0.4%