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Portfolio (Quarterly) Guide ↗

OGOREK ANTHONY JOSEPH /NY/ /ADV

· CIK 0000714364
13F Portfolio $364M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 708 New
Page 14 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NLY 1,042.0 $23K 0.01% NEW $22.07
262 PI PI Technology 136.0 $23K 0.01% NEW $169.12 -23.9%
263 PEG PEG Utilities 287.0 $23K 0.01% NEW $80.14 -0.3%
264 SPOT SPOT Communication Services 41.0 $23K 0.01% NEW $560.98 -16.6%
265 TFC TFC Financial Services 481.0 $23K 0.01% NEW $47.82 +1.1%
266 DINO DINO Energy 516.0 $23K 0.01% NEW $44.57 +44.7%
267 SBUX SBUX Consumer Cyclical 279.0 $23K 0.01% NEW $82.44 +22.1%
268 GIS GIS Consumer Defensive 499.0 $23K 0.01% NEW $46.09 -27.5%
269 EQT EQT Energy 431.0 $23K 0.01% NEW $53.36 -5.0%
270 ROP ROP Industrials 53.0 $23K 0.01% NEW $433.96 -23.9%
271 WELL WELL Real Estate 119.0 $22K 0.01% NEW $184.87 +11.8%
272 SCCO SCCO Basic Materials 158.0 $22K 0.01% NEW $139.24 +38.6%
273 DG DG Consumer Defensive 161.0 $21K 0.01% NEW $130.43 -13.0%
274 LOPE LOPE Consumer Defensive 131.0 $21K 0.01% NEW $160.31 -11.7%
275 PNC PNC Financial Services 102.0 $21K 0.01% NEW $205.88 +12.7%
276 ADSK ADSK Technology 72.0 $21K 0.01% NEW $291.67 -33.5%
277 USB USB Financial Services 396.0 $21K 0.01% NEW $53.03 +9.6%
278 ES ES Utilities 323.0 $21K 0.01% NEW $65.02 +7.0%
279 RWJ RWJ 422.0 $20K 0.01% NEW $47.39 +23.0%
280 STT STT Financial Services 160.0 $20K 0.01% NEW $125.00 +34.6%
Page 14 of 36  ·  708 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 33.4%
Technology 27.9%
Industrials 13.0%
Communication Services 8.4%
Financial Services 7.6%
Consumer Cyclical 4.6%
Consumer Defensive 2.6%
Energy 0.9%
Utilities 0.7%
Basic Materials 0.4%