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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 23 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NXST NXST Communication Services 41.0 $7K 0.00% NEW $170.73 -3.8%
442 PLTR PLTR Technology 51.0 $7K 0.00% +1.0 +2.0% $137.25 -6.4%
443 ROK ROK Industrials 22.0 $7K 0.00% $318.18 +48.9%
444 BLD BLD Industrials 22.0 $7K 0.00% $318.18 +34.0%
445 MOAT MOAT 75.0 $7K 0.00% $93.33 +9.4%
446 VYMI VYMI 82.0 $7K 0.00% +1.0 +1.2% $85.37 +16.3%
447 ZTS ZTS Healthcare 61.0 $7K 0.00% $114.75 -31.4%
448 ETN ETN Industrials 20.0 $7K 0.00% +1.0 +5.3% $350.00 +20.5%
449 ANET 61.0 $7K 0.00% $114.75
450 ELE 383.0 $7K 0.00% NEW $18.28
451 AMP AMP Financial Services 15.0 $6K 0.00% +1.0 +7.1% $400.00 +16.9%
452 BALL BALL Consumer Cyclical 113.0 $6K 0.00% $53.10 +8.7%
453 CBRE CBRE Real Estate 50.0 $6K 0.00% $120.00 +9.6%
454 CPB CPB Consumer Defensive 273.0 $6K 0.00% +11.0 +4.2% $21.98 -3.8%
455 CARR CARR Industrials 116.0 $6K 0.00% $51.72 +38.8%
456 DUK DUK Utilities 52.0 $6K 0.00% +7.0 +15.6% $115.38 +7.3%
457 EXPE EXPE Consumer Cyclical 28.0 $6K 0.00% -1.0 -3.5% $214.29 +12.4%
458 EXPD EXPD Industrials 46.0 $6K 0.00% $130.43 +23.7%
459 RDVY RDVY 99.0 $6K 0.00% +1.0 +1.0% $60.61 +30.6%
460 BEN BEN Financial Services 289.0 $6K 0.00% $20.76 +59.2%
Page 23 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%