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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 16 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHW SCHW Financial Services 192.0 $18K 0.01% +1.0 +0.5% $93.75 +14.7%
302 TFC TFC Financial Services 396.0 $18K 0.01% -85.0 -17.7% $45.45 +16.1%
303 NXT NXT Technology 155.0 $18K 0.01% $116.13 -16.7%
304 MKC MKC Consumer Defensive 362.0 $18K 0.01% $49.72 +5.0%
305 CMG CMG Consumer Cyclical 567.0 $18K 0.01% +28.0 +5.2% $31.75 +6.2%
306 DFEB DFEB 389.0 $18K 0.01% -10K -96.4% $46.27 +10.8%
307 WKC WKC Energy 798.0 $18K 0.01% +385.0 +93.2% $22.56 +65.1%
308 XLE XLE 284.0 $17K 0.01% +2.0 +0.7% $59.86 -2.9%
309 PM PM Consumer Defensive 105.0 $17K 0.01% +59.0 +128.3% $161.90 +16.5%
310 FCX FCX Basic Materials 297.0 $17K 0.01% $57.24 +19.4%
311 DJUN DJUN 363.0 $17K 0.01% -6K -94.7% $46.83 +6.9%
312 TTC TTC Industrials 182.0 $17K 0.01% $93.41 +5.3%
313 CMI CMI Industrials 33.0 $17K 0.01% $515.15 +24.7%
314 NNI NNI Financial Services 139.0 $17K 0.01% $122.30 +10.2%
315 LH LH Healthcare 60.0 $16K 0.00% -5.0 -7.7% $266.67 +18.1%
316 HIG HIG Financial Services 122.0 $16K 0.00% $131.15 +10.0%
317 FISV FISV Technology 296.0 $16K 0.00% +186.0 +169.1% $54.05 -1.2%
318 F F Consumer Cyclical 1,471.0 $16K 0.00% $10.88 +27.7%
319 DGX DGX Healthcare 84.0 $16K 0.00% $190.48 +24.4%
320 BKNG BKNG Consumer Cyclical 4.0 $16K 0.00% -1.0 -20.0% $160.00 +30.0%
Page 16 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%