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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RHHBY NEW
42 CVNA CVNA Consumer Cyclical 1.0 NEW
43 CTRA CTRA Energy NEW
44 ALGN ALGN Healthcare 1.0 NEW
45 MTCH MTCH Communication Services 8.0 NEW
46 RFV RFV NEW
47 IBBQ IBBQ NEW
48 EWD EWD NEW
49 IEF IEF NEW
50 CIBR CIBR NEW
51 MUB MUB NEW
52 LPLA LPLA Financial Services NEW
53 EPAM EPAM Technology 2.0 NEW
54 TXXD TXXD NEW
55 MTN MTN Consumer Cyclical NEW
56 MHK MHK Consumer Cyclical 10.0 NEW
57 QTUM QTUM NEW
58 DPZ DPZ Consumer Cyclical 1.0 NEW
59 RVTY RVTY Healthcare 4.0 NEW
60 QQQU QQQU NEW
Page 3 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%