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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 15 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ES ES Utilities 323.0 $22K 0.01% $68.11 +2.2%
282 CIGI CIGI Real Estate 200.0 $21K 0.01% NEW $105.00 -13.0%
283 CAH CAH Healthcare 102.0 $21K 0.01% $205.88 +7.7%
284 PPG PPG Basic Materials 202.0 $21K 0.01% $103.96 +13.7%
285 PNC PNC Financial Services 102.0 $21K 0.01% $205.88 +12.7%
286 CRWD CRWD Technology 55.0 $21K 0.01% -1.0 -1.8% $381.82 +79.4%
287 LMT LMT Industrials 35.0 $21K 0.01% +6.0 +20.7% $600.00 -14.8%
288 RWJ RWJ 424.0 $21K 0.01% $49.53 +17.7%
289 STT STT Financial Services 160.0 $20K 0.01% $125.00 +34.6%
290 CNI CNI Industrials 200.0 $20K 0.01% $100.00 +13.4%
291 USB USB Financial Services 396.0 $20K 0.01% $50.51 +15.1%
292 IJR IJR 160.0 $20K 0.01% $125.00 +14.6%
293 VTRS VTRS Healthcare 1,486.0 $20K 0.01% $13.46 +14.2%
294 OMC OMC Communication Services 264.0 $19K 0.01% +57.0 +27.5% $71.97 -0.9%
295 CTAS CTAS Industrials 117.0 $19K 0.01% +22.0 +23.2% $162.39 +5.2%
296 DG DG Consumer Defensive 161.0 $19K 0.01% $118.01 -3.9%
297 SPOT SPOT Communication Services 41.0 $19K 0.01% $463.41 +1.0%
298 PI PI Technology 187.0 $19K 0.01% +51.0 +37.5% $101.60 +26.7%
299 MAR MAR Consumer Cyclical 61.0 $19K 0.01% $311.48 +27.2%
300 HSY HSY Consumer Defensive 92.0 $19K 0.01% -15.0 -14.0% $206.52 -16.4%
Page 15 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%