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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 34 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 EWD EWD NEW
662 IEF IEF NEW
663 MUB MUB NEW
664 DGRO DGRO 8.0 NEW
665 LPLA LPLA Financial Services NEW
666 MPWR MPWR Technology 1.0 NEW
667 NWS NWS Communication Services 19.0 NEW
668 NI NI Utilities 18.0 NEW
669 NTNX NTNX Technology 9.0 NEW
670 PCG PCG Utilities 14.0 NEW
671 PAYC PAYC Technology 4.0 NEW
672 PSTG PSTG Technology 12.0 NEW
673 RRC RRC Energy 19.0 NEW
674 RRX RRX Industrials NEW
675 RMD RMD Healthcare 2.0 NEW
676 RBLX RBLX Technology 8.0 NEW
677 SBAC SBAC Real Estate NEW
678 GLD GLD Financial Services NEW
679 SOLS SOLS Basic Materials 11.0 NEW
680 TTWO TTWO Communication Services 1.0 NEW
Page 34 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%