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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 10 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FTEC FTEC 210.0 $43K 0.01% $204.76 +39.9%
182 PAYX PAYX Industrials 462.0 $42K 0.01% +106.0 +29.8% $90.91 +8.1%
183 GD GD Industrials 121.0 $41K 0.01% $338.84 +3.3%
184 LRCX 196.0 $41K 0.01% -37.0 -15.9% $209.18
185 AZN 208.0 $41K 0.01% -209.0 -50.1% $197.12
186 AMD AMD Technology 197.0 $40K 0.01% -14.0 -6.6% $203.05 +164.7%
187 XLP XLP 500.0 $40K 0.01% $80.00 +4.1%
188 FNV FNV Basic Materials 165.0 $40K 0.01% NEW $242.42 -9.6%
189 VT VT 295.0 $40K 0.01% NEW $135.59 +16.3%
190 ECL ECL Basic Materials 153.0 $40K 0.01% +23.0 +17.7% $261.44 +2.9%
191 BK BK Financial Services 332.0 $39K 0.01% -20.0 -5.7% $117.47 +21.3%
192 UNP UNP Industrials 163.0 $39K 0.01% -20.0 -10.9% $239.26 +7.4%
193 LNG LNG Energy 140.0 $39K 0.01% +6.0 +4.5% $278.57 -18.5%
194 AFL AFL Financial Services 354.0 $38K 0.01% +6.0 +1.7% $107.34 +7.6%
195 MO MO Consumer Defensive 587.0 $38K 0.01% +49.0 +9.1% $64.74 +6.8%
196 DAL DAL Industrials 575.0 $38K 0.01% $66.09 +27.4%
197 DIS DIS Communication Services 404.0 $38K 0.01% -148.0 -26.8% $94.06 +10.5%
198 CI CI Healthcare 144.0 $38K 0.01% -10.0 -6.5% $263.89 +5.8%
199 QCOM QCOM Technology 301.0 $38K 0.01% -50.0 -14.2% $126.25 +79.1%
200 DOW DOW Basic Materials 893.0 $37K 0.01% +255.0 +40.0% $41.43 -23.4%
Page 10 of 36  ·  718 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%