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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 25 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ADM ADM Consumer Defensive 78.0 $5K 0.00% $64.10 +17.2%
482 BBY BBY Consumer Cyclical 88.0 $5K 0.00% -20.0 -18.5% $56.82 +31.5%
483 CTVA CTVA Basic Materials 63.0 $5K 0.00% $79.37 -1.0%
484 DDS DDS Consumer Cyclical 10.0 $5K 0.00% NEW $500.00 +11.0%
485 HCA HCA Healthcare 11.0 $5K 0.00% $454.55 -17.5%
486 QQQM QQQM 25.0 $5K 0.00% $200.00 +52.3%
487 KEYS KEYS Technology 18.0 $5K 0.00% +9.0 +100.0% $277.78 +30.9%
488 KNX KNX Industrials 97.0 $5K 0.00% $51.55 +43.9%
489 EL EL Consumer Defensive 72.0 $5K 0.00% $69.44 +22.1%
490 MKL MKL Financial Services 3.0 $5K 0.00% $1666.67 +10.8%
491 ON ON Technology 82.0 $5K 0.00% $60.98 +99.5%
492 COWZ COWZ 86.0 $5K 0.00% $58.14 +6.3%
493 PH PH Industrials 6.0 $5K 0.00% $833.33 +14.4%
494 RJF RJF Financial Services 37.0 $5K 0.00% -1.0 -2.6% $135.14 +15.3%
495 HSIC HSIC Healthcare 68.0 $5K 0.00% $73.53 +8.7%
496 SCHX SCHX 226.0 $5K 0.00% -6K -96.4% $22.12 +33.3%
497 SE SE Consumer Cyclical 69.0 $5K 0.00% $72.46 +26.0%
498 ULTA ULTA Consumer Cyclical 10.0 $5K 0.00% $500.00 -8.8%
499 DOX DOX Technology 77.0 $5K 0.00% +9.0 +13.2% $64.94 -20.7%
500 FLEX FLEX Technology 77.0 $5K 0.00% NEW $64.94 +127.3%
Page 25 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%