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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 35 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TXRH TXRH Consumer Cyclical NEW
682 DDD DDD Technology 25.0 NEW
683 TW TW Financial Services 5.0 NEW
684 TYL TYL Technology 1.0 NEW
685 UTHR UTHR Healthcare 2.0 NEW
686 U U Technology 21.0 NEW
687 MTN MTN Consumer Cyclical NEW
688 VT VT NEW
689 VWO VWO NEW
690 VEEV VEEV Healthcare 3.0 NEW
691 VNQ VNQ NEW
692 YUM YUM Consumer Cyclical 2.0 NEW
693 RNR RNR Financial Services 3.0 NEW
694 NXPI NXPI Technology 1.0 NEW
695 ASAPF 3,000.0 NEW
696 ACB 2.0 NEW
697 DAY 9.0 NEW
698 162537104 180.0 NEW
699 EXE NEW
700 ETR 2.0 NEW
Page 35 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%