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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 16 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EOG EOG Energy 177.0 $18K 0.01% NEW $101.69 +27.8%
302 NKE NKE Consumer Cyclical 293.0 $18K 0.01% NEW $61.43 -26.4%
303 MAR MAR Consumer Cyclical 61.0 $18K 0.01% NEW $295.08 +34.3%
304 CTAS CTAS Industrials 95.0 $17K 0.01% NEW $178.95 -4.5%
305 STX STX Technology 64.0 $17K 0.01% NEW $265.62 +302.9%
306 MGK MGK 42.0 $17K 0.01% NEW $404.76 -78.1%
307 CEG CEG Utilities 49.0 $17K 0.01% NEW $346.94 -21.0%
308 NVO NVO Healthcare 340.0 $17K 0.01% NEW $50.00 -13.6%
309 HUM HUM Healthcare 69.0 $17K 0.01% NEW $246.38 +46.4%
310 MLI MLI Industrials 150.0 $17K 0.01% NEW $113.33 +21.2%
311 JCI JCI Industrials 140.0 $16K 0.00% NEW $114.29 +26.7%
312 OEF OEF 48.0 $16K 0.00% NEW $333.33 +10.6%
313 06053U601 750.0 $16K 0.00% NEW $21.33
314 CRH CRH Basic Materials 129.0 $16K 0.00% NEW $124.03 -10.3%
315 CMCSA CMCSA Communication Services 557.0 $16K 0.00% NEW $28.73 -21.9%
316 CMI CMI Industrials 33.0 $16K 0.00% NEW $484.85 +47.9%
317 CTSH CTSH Technology 201.0 $16K 0.00% NEW $79.60 -45.1%
318 OMC OMC Communication Services 207.0 $16K 0.00% NEW $77.29 -7.7%
319 FOX FOX Communication Services 258.0 $16K 0.00% NEW $62.02 -24.3%
320 HIG HIG Financial Services 122.0 $16K 0.00% NEW $131.15 -2.2%
Page 16 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%