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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 31 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EVRG EVRG Utilities 27.0 $1K NEW $37.04 +124.2%
602 FMC FMC Basic Materials 126.0 $1K NEW $7.94 +32.9%
603 FNF FNF Financial Services 27.0 $1K NEW $37.04 +41.9%
604 GAP GAP Consumer Cyclical 48.0 $1K NEW $20.83 -1.5%
605 HII HII Industrials 4.0 $1K NEW $250.00 +28.7%
606 IBKR IBKR Financial Services 24.0 $1K NEW $41.67 +106.4%
607 TIP TIP 14.0 $1K NEW $71.43 +49.6%
608 EMB EMB 12.0 $1K NEW $83.33 +13.9%
609 IFRA IFRA 24.0 $1K NEW $41.67 +46.3%
610 J J Industrials 10.0 $1K NEW $100.00 +44.0%
611 KEYS KEYS Technology 9.0 $1K NEW $111.11 +203.3%
612 MSCI MSCI Financial Services 2.0 $1K NEW $500.00 +13.4%
613 OMF OMF Financial Services 27.0 $1K NEW $37.04 +75.6%
614 OVV OVV Energy 36.0 $1K NEW $27.78 +115.5%
615 PBF PBF Energy 48.0 $1K NEW $20.83 +194.0%
616 PKG PKG Consumer Cyclical 8.0 $1K NEW $125.00 +102.2%
617 PSKY PSKY Communication Services 129.0 $1K NEW $7.75 +16.9%
618 Q Q Technology 17.0 $1K NEW $58.82 +126.7%
619 RHI RHI Industrials 39.0 $1K NEW $25.64 +58.7%
620 SWKS SWKS Technology 31.0 $1K NEW $32.26 +107.2%
Page 31 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%