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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 11 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DOW DOW Basic Materials 893.0 $37K 0.01% +255.0 +40.0% $41.43 -23.4%
202 CHD CHD Consumer Defensive 404.0 $37K 0.01% -233.0 -36.6% $91.58 +4.4%
203 SYY SYY Consumer Defensive 511.0 $36K 0.01% +38.0 +8.0% $70.45 +11.7%
204 HAL HAL Energy 922.0 $35K 0.01% $37.96 -8.0%
205 SRE SRE Utilities 361.0 $35K 0.01% $96.95 -6.5%
206 IQLT 769.0 $35K 0.01% $45.51
207 PFE PFE Healthcare 1,266.0 $35K 0.01% -8.0 -0.6% $27.65 -8.8%
208 VO VO 119.0 $34K 0.01% $285.71 -72.0%
209 VRTX VRTX Healthcare 78.0 $34K 0.01% $435.90 +3.6%
210 DDOG DDOG Technology 293.0 $34K 0.01% $116.04 +92.2%
211 AMAT AMAT Technology 102.0 $34K 0.01% -16.0 -13.6% $333.33 +85.1%
212 RSG RSG Industrials 158.0 $34K 0.01% +31.0 +24.4% $215.19 -4.8%
213 TMO TMO Healthcare 71.0 $34K 0.01% +46.0 +184.0% $478.87 -3.0%
214 FDX FDX Industrials 94.0 $33K 0.01% -9.0 -8.7% $351.06 -7.1%
215 T T Communication Services 1,149.0 $33K 0.01% -105.0 -8.4% $28.72 -23.4%
216 BRO BRO Financial Services 506.0 $33K 0.01% -9.0 -1.8% $65.22 -9.4%
217 CBU CBU Financial Services 579.0 $33K 0.01% +5.0 +0.9% $56.99 +9.4%
218 ATO ATO Utilities 177.0 $32K 0.01% +26.0 +17.2% $180.79 -5.9%
219 AEP AEP Utilities 240.0 $31K 0.01% $129.17 -1.1%
220 EBAY EBAY Consumer Cyclical 332.0 $30K 0.01% $90.36 +19.8%
Page 11 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%