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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 20 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AON AON Financial Services 37.0 $11K 0.00% -1.0 -2.6% $297.30 +6.9%
382 FTNT 135.0 $11K 0.00% +23.0 +20.5% $81.48
383 BX BX Financial Services 90.0 $10K 0.00% -362.0 -80.1% $111.11 +11.4%
384 CF CF Basic Materials 82.0 $10K 0.00% -21.0 -20.4% $121.95 -15.6%
385 CEG CEG Utilities 39.0 $10K 0.00% -10.0 -20.4% $256.41 +6.9%
386 CCI CCI Real Estate 130.0 $10K 0.00% +32.0 +32.6% $76.92 +6.7%
387 DHI DHI Consumer Cyclical 75.0 $10K 0.00% -11.0 -12.8% $133.33 +18.4%
388 EXR EXR Real Estate 79.0 $10K 0.00% +52.0 +192.6% $126.58 +14.8%
389 FITB FITB Financial Services 217.0 $10K 0.00% +50.0 +29.9% $46.08 +14.4%
390 MEAR MEAR 207.0 $10K 0.00% $48.31 +4.1%
391 IBDR IBDR 453.0 $10K 0.00% +3.0 +0.7% $22.08 +9.7%
392 XLB XLB 216.0 $10K 0.00% $46.30 +11.9%
393 VTV VTV 56.0 $10K 0.00% $178.57 +21.2%
394 STZ STZ Consumer Defensive 63.0 $9K 0.00% $142.86 -1.2%
395 DRI DRI Consumer Cyclical 46.0 $9K 0.00% $195.65 +9.1%
396 EQR EQR Real Estate 159.0 $9K 0.00% $56.60 +13.2%
397 FPI FPI Real Estate 875.0 $9K 0.00% $10.29 -5.1%
398 Q Q Technology 81.0 $9K 0.00% +64.0 +376.5% $111.11 +52.1%
399 XAR XAR 38.0 $9K 0.00% +18.0 +90.0% $236.84 +20.0%
400 IVZ IVZ Financial Services 399.0 $9K 0.00% -70.0 -14.9% $22.56 +24.8%
Page 20 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%