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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 4 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DJUN DJUN 6,813.0 $322K 0.09% NEW $47.26 +4.2%
62 RSP RSP 1,575.0 $301K 0.08% NEW $191.11 +9.9%
63 IGV IGV 2,711.0 $286K 0.08% NEW $105.50 -15.6%
64 VGT VGT 380.0 $286K 0.08% NEW $752.63 -84.1%
65 QCOC 12,643.0 $283K 0.08% NEW $22.38
66 BILS BILS 2,715.0 $269K 0.07% NEW $99.08 +0.2%
67 MU MU Technology 922.0 $263K 0.07% NEW $285.25 +297.5%
68 NEE NEE Utilities 3,156.0 $253K 0.07% NEW $80.16 +8.2%
69 JNJ JNJ Healthcare 1,212.0 $250K 0.07% NEW $206.27 +10.7%
70 APG APG Industrials 6,532.0 $249K 0.07% NEW $38.12 +11.6%
71 QQQ QQQ Financial Services 392.0 $240K 0.07% NEW $612.24 +21.0%
72 COST COST Consumer Defensive 266.0 $229K 0.06% NEW $860.90 +10.5%
73 SPY SPY Financial Services 334.0 $228K 0.06% NEW $682.63 +9.4%
74 DJAN DJAN 5,133.0 $222K 0.06% NEW $43.25 +5.2%
75 SCHD SCHD 7,792.0 $213K 0.06% NEW $27.34 +16.6%
76 XLC XLC 1,759.0 $207K 0.06% NEW $117.68 -7.0%
77 V V Financial Services 593.0 $207K 0.06% NEW $349.07 -6.3%
78 SCHX SCHX 6,208.0 $167K 0.05% NEW $26.90 +9.6%
79 ADI ADI Technology 609.0 $165K 0.04% NEW $270.94 +60.4%
80 MS MS Financial Services 886.0 $157K 0.04% NEW $177.20 +25.9%
Page 4 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%