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Portfolio (Quarterly) Guide ↗

OGOREK ANTHONY JOSEPH /NY/ /ADV

· CIK 0000714364
13F Portfolio $365M AUM 719 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 149 Added 185 Reduced 32 Exited
Page 3 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTC INTC Technology 3,318.0 $146K 0.04% -555.0 -14.3% $44.00 +204.5%
42 MS MS Financial Services 873.0 $143K 0.04% -13.0 -1.5% $163.80 +36.2%
43 CSCO CSCO Technology 1,613.0 $125K 0.03% -30.0 -1.8% $77.50 +54.3%
44 BAC BAC Financial Services 2,572.0 $125K 0.03% -89.0 -3.3% $48.60 +15.6%
45 IBM IBM Technology 489.0 $118K 0.03% -5.0 -1.0% $241.31 +3.2%
46 MTB MTB Financial Services 564.0 $116K 0.03% -19.0 -3.3% $205.67 +9.5%
47 MPC MPC Energy 402.0 $98K 0.03% -54.0 -11.8% $243.78 -0.4%
48 C C Financial Services 850.0 $96K 0.03% -99.0 -10.4% $112.94 +26.7%
49 PSX PSX Energy 516.0 $94K 0.03% -32.0 -5.8% $182.17 -8.8%
50 GS GS Financial Services 101.0 $85K 0.02% -3.0 -2.9% $841.58 +30.3%
51 GLW GLW Technology 617.0 $84K 0.02% -28.0 -4.3% $136.14 +43.2%
52 YSEP YSEP 3,183.0 $83K 0.02% -512K -99.4% $26.08 +5.8%
53 URI URI Industrials 108.0 $79K 0.02% -1.0 -0.9% $731.48 +47.2%
54 WFC WFC Financial Services 985.0 $78K 0.02% -224.0 -18.5% $79.19 +5.8%
55 EMR EMR Industrials 582.0 $76K 0.02% -3.0 -0.5% $130.58 +15.4%
56 MA MA Financial Services 147.0 $73K 0.02% -4.0 -2.6% $496.60 -1.4%
57 CVS CVS Healthcare 997.0 $71K 0.02% -94.0 -8.6% $71.21 +38.1%
58 TSLA TSLA Consumer Cyclical 188.0 $69K 0.02% -53.0 -22.0% $367.02 +9.1%
59 GM GM Consumer Cyclical 895.0 $66K 0.02% -53.0 -5.6% $73.74 +7.5%
60 ELV ELV Healthcare 198.0 $58K 0.02% -4.0 -2.0% $292.93 +32.6%
Page 3 of 10  ·  185 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 32.0%
Technology 24.5%
Industrials 15.5%
Communication Services 9.9%
Financial Services 5.6%
Consumer Cyclical 5.1%
Consumer Defensive 3.4%
Energy 1.8%
Utilities 1.1%
Basic Materials 0.7%