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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 27 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IR 57.0 $4K 0.00% NEW $70.18
522 SNDK 18.0 $4K 0.00% NEW $222.22
523 XYZ 62.0 $4K 0.00% NEW $64.52
524 AGCO AGCO Industrials 31.0 $3K 0.00% NEW $96.77 +17.4%
525 ALLY ALLY Financial Services 81.0 $3K 0.00% NEW $37.04 +22.8%
526 BA BA Industrials 14.0 $3K 0.00% NEW $214.29 +3.9%
527 CCL CCL Consumer Cyclical 111.0 $3K 0.00% NEW $27.03 +14.2%
528 DVA DVA Healthcare 30.0 $3K 0.00% NEW $100.00 +107.9%
529 DLTR DLTR Consumer Defensive 30.0 $3K 0.00% NEW $100.00 +11.7%
530 EA EA Communication Services 19.0 $3K 0.00% NEW $157.89 +28.0%
531 EXR EXR Real Estate 27.0 $3K 0.00% NEW $111.11 +30.8%
532 HRL HRL Consumer Defensive 134.0 $3K 0.00% NEW $22.39 +7.9%
533 INCY INCY Healthcare 33.0 $3K 0.00% NEW $90.91 +8.0%
534 TLT TLT 37.0 $3K 0.00% NEW $81.08 +7.0%
535 IBB IBB 20.0 $3K 0.00% NEW $150.00 +15.8%
536 KVUE KVUE Consumer Defensive 230.0 $3K 0.00% NEW $13.04 +38.9%
537 KIM KIM Real Estate 159.0 $3K 0.00% NEW $18.87 +29.2%
538 LVS LVS Consumer Cyclical 56.0 $3K 0.00% NEW $53.57 -9.1%
539 SNX SNX Technology 23.0 $3K 0.00% NEW $130.43 +118.2%
540 TMUS TMUS Communication Services 17.0 $3K 0.00% NEW $176.47 +2.9%
Page 27 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%