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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 13 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HPE HPE Technology 1,111.0 $26K 0.01% -10.0 -0.9% $23.40 +127.4%
242 EFAV EFAV 286.0 $26K 0.01% $90.91 +1.8%
243 MCK MCK Healthcare 31.0 $26K 0.01% $838.71 +4.6%
244 NLR NLR 197.0 $26K 0.01% -28.0 -12.4% $131.98 -13.7%
245 EFV EFV 361.0 $26K 0.01% -151.0 -29.5% $72.02 +13.2%
246 WELL WELL Real Estate 135.0 $26K 0.01% +16.0 +13.4% $192.59 +23.2%
247 URA URA 555.0 $26K 0.01% -144.0 -20.6% $46.85 -8.4%
248 SBUX SBUX Consumer Cyclical 280.0 $25K 0.01% $89.29 +18.7%
249 WM WM Industrials 113.0 $25K 0.01% +3.0 +2.7% $221.24 +1.4%
250 PGR PGR Financial Services 129.0 $25K 0.01% +16.0 +14.2% $193.80 +9.8%
251 BR BR Technology 157.0 $25K 0.01% +1.0 +0.6% $159.24 +2.6%
252 TEL TEL Technology 120.0 $25K 0.01% -1.0 -0.8% $208.33 +4.6%
253 CMCSA CMCSA Communication Services 849.0 $24K 0.01% +292.0 +52.4% $28.27 -12.4%
254 SPLV SPLV 332.0 $24K 0.01% +2.0 +0.6% $72.29 +5.6%
255 BLK 25.0 $24K 0.01% -3.0 -10.7% $960.00
256 RS RS Basic Materials 80.0 $24K 0.01% $300.00 +40.4%
257 XYL XYL Industrials 207.0 $24K 0.01% $115.94 +5.4%
258 WDC WDC Technology 90.0 $24K 0.01% -77.0 -46.1% $266.67 +94.7%
259 ALL ALL Financial Services 119.0 $24K 0.01% -2.0 -1.6% $201.68 +31.2%
260 EIX EIX Utilities 329.0 $24K 0.01% +63.0 +23.7% $72.95 -6.3%
Page 13 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%