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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 24 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DOC DOC Real Estate 420.0 $6K 0.00% NEW $14.29 +36.9%
462 JBHT JBHT Industrials 31.0 $6K 0.00% $193.55 +40.1%
463 ILMN ILMN Healthcare 52.0 $6K 0.00% $115.38 +40.3%
464 XMLV XMLV 100.0 $6K 0.00% $60.00 +8.0%
465 JBL JBL Technology 24.0 $6K 0.00% $250.00 +48.8%
466 KR KR Consumer Defensive 92.0 $6K 0.00% +10.0 +12.2% $65.22 -13.2%
467 LEA LEA Consumer Cyclical 51.0 $6K 0.00% $117.65 +18.8%
468 MLM MLM Basic Materials 11.0 $6K 0.00% -1.0 -8.3% $545.45 +11.7%
469 NTRS NTRS Financial Services 48.0 $6K 0.00% $125.00 +37.7%
470 SJM SJM Consumer Defensive 72.0 $6K 0.00% +8.0 +12.5% $83.33 +33.0%
471 SNA SNA Industrials 18.0 $6K 0.00% $333.33 +16.2%
472 SOLV SOLV Healthcare 92.0 $6K 0.00% $65.22 +15.7%
473 SO SO Utilities 65.0 $6K 0.00% +9.0 +16.1% $92.31 +0.8%
474 TMUS TMUS Communication Services 30.0 $6K 0.00% +13.0 +76.5% $200.00 -9.2%
475 BF.B 231.0 $6K 0.00% $25.97
476 SFD 222.0 $6K 0.00% NEW $27.03
477 ABNB ABNB Consumer Cyclical 44.0 $5K 0.00% $113.64 +25.3%
478 ALB ALB Basic Materials 33.0 $5K 0.00% $151.52 +5.8%
479 ACI ACI Consumer Defensive 334.0 $5K 0.00% +9.0 +2.8% $14.97 -10.2%
480 APOS APO Financial Services 53.0 $5K 0.00% -2.0 -3.6% $94.34 -72.9%
Page 24 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%