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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 8 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EWJ EWJ 804.0 $64K 0.02% NEW $79.60 +20.9%
142 IVV IVV 94.0 $64K 0.02% NEW $680.85 +10.2%
143 ITW ITW Industrials 258.0 $63K 0.02% NEW $244.19 +8.2%
144 COR 189.0 $63K 0.02% NEW $333.33
145 TSCO TSCO Consumer Cyclical 1,266.0 $63K 0.02% NEW $49.76 -39.2%
146 AMT AMT Real Estate 353.0 $62K 0.02% NEW $175.64 +0.2%
147 DIS DIS Communication Services 552.0 $62K 0.02% NEW $112.32 -7.5%
148 SONY SONY Technology 2,395.0 $61K 0.02% NEW $25.47 -20.2%
149 QUAL QUAL 310.0 $61K 0.02% NEW $196.77 +9.7%
150 QCOM QCOM Technology 351.0 $60K 0.02% NEW $170.94 +32.3%
151 JPST 1,200.0 $60K 0.02% NEW $50.00
152 TQQQ TQQQ 1,062.0 $56K 0.01% NEW $52.73 +57.2%
153 GILD GILD Healthcare 462.0 $56K 0.01% NEW $121.21 +2.1%
154 MMM MMM Industrials 356.0 $56K 0.01% NEW $157.30 +2.1%
155 GLW GLW Technology 645.0 $56K 0.01% NEW $86.82 +124.6%
156 SYK SYK Healthcare 159.0 $56K 0.01% NEW $352.20 -12.6%
157 LIN LIN Basic Materials 133.0 $56K 0.01% NEW $421.05 +21.6%
158 MCO MCO Financial Services 107.0 $54K 0.01% NEW $504.67 -10.7%
159 CHD CHD Consumer Defensive 637.0 $53K 0.01% NEW $83.20 +14.9%
160 LHX LHX Industrials 182.0 $53K 0.01% NEW $291.21 +1.2%
Page 8 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%