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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 5 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BRO BRO Financial Services 506.0 $33K 0.01% -9.0 -1.8% $65.22 -9.4%
82 FDX FDX Industrials 94.0 $33K 0.01% -9.0 -8.7% $351.06 -7.1%
83 AMT AMT Real Estate 167.0 $28K 0.01% -186.0 -52.7% $167.66 +5.0%
84 AJG AJG Financial Services 131.0 $28K 0.01% -4.0 -3.0% $213.74 +0.1%
85 DINO DINO Energy 437.0 $27K 0.01% -79.0 -15.3% $61.78 +4.4%
86 URA URA 555.0 $26K 0.01% -144.0 -20.6% $46.85 +2.0%
87 HPE HPE Technology 1,111.0 $26K 0.01% -10.0 -0.9% $23.40 +102.6%
88 EFV EFV 361.0 $26K 0.01% -151.0 -29.5% $72.02 +6.4%
89 NLR NLR 197.0 $26K 0.01% -28.0 -12.4% $131.98 -3.8%
90 TEL TEL Technology 120.0 $25K 0.01% -1.0 -0.8% $208.33 +4.5%
91 ALL ALL Financial Services 119.0 $24K 0.01% -2.0 -1.6% $201.68 +9.7%
92 AIG AIG Financial Services 323.0 $24K 0.01% -18.0 -5.3% $74.30 -0.4%
93 MET MET Financial Services 347.0 $24K 0.01% -4.0 -1.1% $69.16 +23.7%
94 WDC WDC Technology 90.0 $24K 0.01% -77.0 -46.1% $266.67 +167.0%
95 BLK 25.0 $24K 0.01% -3.0 -10.7% $960.00
96 KHC KHC Consumer Defensive 1,038.0 $23K 0.01% -338.0 -24.6% $22.16 +3.0%
97 EQT EQT Energy 349.0 $22K 0.01% -82.0 -19.0% $63.04 -19.5%
98 CRWD CRWD Technology 55.0 $21K 0.01% -1.0 -1.8% $381.82 +79.4%
99 HSY HSY Consumer Defensive 92.0 $19K 0.01% -15.0 -14.0% $206.52 -16.4%
100 DFEB DFEB 389.0 $18K 0.01% -10K -96.4% $46.27 +9.0%
Page 5 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%