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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 14 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GEV GEV Utilities 28.0 $24K 0.01% $857.14 +29.5%
262 BLK 25.0 $24K 0.01% -3.0 -10.7% $960.00
263 MET MET Financial Services 347.0 $24K 0.01% -4.0 -1.1% $69.16 +23.7%
264 CMCSA CMCSA Communication Services 849.0 $24K 0.01% +292.0 +52.4% $28.27 -20.7%
265 APD APD Basic Materials 82.0 $23K 0.01% $280.49 -0.1%
266 AWK AWK Utilities 173.0 $23K 0.01% +79.0 +84.0% $132.95 -5.9%
267 INTU INTU Technology 55.0 $23K 0.01% +8.0 +17.0% $418.18 -36.2%
268 KHC KHC Consumer Defensive 1,038.0 $23K 0.01% -338.0 -24.6% $22.16 +3.0%
269 LOPE LOPE Consumer Defensive 131.0 $22K 0.01% $167.94 -15.7%
270 ES ES Utilities 323.0 $22K 0.01% $68.11 +2.2%
271 KLAC KLAC Technology 15.0 $22K 0.01% $1466.67 -82.3%
272 EQT EQT Energy 349.0 $22K 0.01% -82.0 -19.0% $63.04 -19.5%
273 KMI KMI Energy 661.0 $22K 0.01% $33.28 -5.1%
274 ADSK ADSK Technology 92.0 $22K 0.01% +20.0 +27.8% $239.13 -18.9%
275 PRU PRU Financial Services 229.0 $22K 0.01% +11.0 +5.0% $96.07 +10.9%
276 TROW TROW Financial Services 254.0 $22K 0.01% $86.61 +24.3%
277 ROP ROP Industrials 63.0 $22K 0.01% +10.0 +18.9% $349.21 -5.4%
278 JKHY JKHY Technology 143.0 $22K 0.01% $153.85 -18.0%
279 CTSH CTSH Technology 363.0 $22K 0.01% +162.0 +80.6% $60.61 -27.9%
280 LYB LYB Basic Materials 284.0 $22K 0.01% +6.0 +2.2% $77.46 -22.5%
Page 14 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%