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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 12 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UPS UPS Industrials 307.0 $30K 0.01% $97.72 +7.3%
222 MSI MSI Technology 71.0 $30K 0.01% +7.0 +10.9% $422.54 -6.5%
223 BDX BDX Healthcare 193.0 $30K 0.01% +4.0 +2.1% $155.44 -7.4%
224 EBAY EBAY Consumer Cyclical 332.0 $30K 0.01% $90.36 +19.8%
225 HWM HWM Industrials 132.0 $30K 0.01% $227.27 +22.2%
226 CP 375.0 $29K 0.01% $77.33
227 O O Real Estate 489.0 $29K 0.01% $59.30 +1.6%
228 CLOA CLOA 567.0 $29K 0.01% NEW $51.15 +1.4%
229 TSN TSN Consumer Defensive 441.0 $28K 0.01% $63.49 -12.7%
230 PEG PEG Utilities 351.0 $28K 0.01% +64.0 +22.3% $79.77 +0.1%
231 KO KO Consumer Defensive 378.0 $28K 0.01% $74.07 +7.2%
232 AMT AMT Real Estate 167.0 $28K 0.01% -186.0 -52.7% $167.66 +5.0%
233 AJG AJG Financial Services 131.0 $28K 0.01% -4.0 -3.0% $213.74 +0.1%
234 DINO DINO Energy 437.0 $27K 0.01% -79.0 -15.3% $61.78 +4.4%
235 SCCO SCCO Basic Materials 159.0 $27K 0.01% +1.0 +0.6% $169.81 +13.6%
236 EWJV EWJV 642.0 $27K 0.01% $42.06 +8.5%
237 BIIB BIIB Healthcare 152.0 $27K 0.01% $177.63 +10.7%
238 CNC CNC Healthcare 821.0 $26K 0.01% +129.0 +18.6% $31.67 +92.7%
239 HPE HPE Technology 1,111.0 $26K 0.01% -10.0 -0.9% $23.40 +102.6%
240 URA URA 555.0 $26K 0.01% -144.0 -20.6% $46.85 +2.0%
Page 12 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%