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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 6 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TFC TFC Financial Services 396.0 $18K 0.01% -85.0 -17.7% $45.45 +6.3%
102 DJUN DJUN 363.0 $17K 0.01% -6K -94.7% $46.83 +5.2%
103 BKNG BKNG Consumer Cyclical 4.0 $16K 0.00% -1.0 -20.0% $4000.00 -95.7%
104 LH LH Healthcare 60.0 $16K 0.00% -5.0 -7.7% $266.67 -4.1%
105 GIS GIS Consumer Defensive 412.0 $15K 0.00% -87.0 -17.4% $36.41 -8.2%
106 MLI MLI Industrials 141.0 $15K 0.00% -9.0 -6.0% $106.38 +29.1%
107 SPGI SPGI Financial Services 36.0 $15K 0.00% -9.0 -20.0% $416.67 -1.4%
108 SITE SITE Industrials 117.0 $15K 0.00% -283.0 -70.8% $128.21 -14.1%
109 SYF SYF Financial Services 228.0 $15K 0.00% -3.0 -1.3% $65.79 +14.4%
110 STX STX Technology 40.0 $15K 0.00% -24.0 -37.5% $375.00 +185.4%
111 JCI JCI Industrials 107.0 $14K 0.00% -33.0 -23.6% $130.84 +10.7%
112 AME AME Industrials 65.0 $13K 0.00% -32.0 -33.0% $200.00 +18.7%
113 DVN DVN Energy 247.0 $12K 0.00% -16.0 -6.1% $48.58 -13.3%
114 IT IT Technology 77.0 $12K 0.00% -71.0 -48.0% $155.84 -18.2%
115 TER TER Technology 43.0 $12K 0.00% -8.0 -15.7% $279.07 +56.9%
116 AMCR 326.0 $12K 0.00% -1K -81.6% $36.81
117 NKE NKE Consumer Cyclical 222.0 $11K 0.00% -71.0 -24.2% $49.55 -8.8%
118 MGK MGK 29.0 $11K 0.00% -13.0 -30.9% $379.31 -76.6%
119 AON AON Financial Services 37.0 $11K 0.00% -1.0 -2.6% $297.30 +6.9%
120 BX BX Financial Services 90.0 $10K 0.00% -362.0 -80.1% $111.11 +11.4%
Page 6 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%