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Portfolio (Quarterly) Guide ↗

OGOREK ANTHONY JOSEPH /NY/ /ADV

· CIK 0000714364
13F Portfolio $364M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 708 New
Page 26 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HUBS HUBS Technology 10.0 $4K 0.00% NEW — $400.00 -46.6%
502 IFF IFF Basic Materials 69.0 $4K 0.00% NEW — $57.97 +47.8%
503 INVH INVH Real Estate 158.0 $4K 0.00% NEW — $25.32 +5.1%
504 IYW IYW — 20.0 $4K 0.00% NEW — $200.00 +33.1%
505 IEMG IEMG — 68.0 $4K 0.00% NEW — $58.82 +40.3%
506 MOH MOH Healthcare 24.0 $4K 0.00% NEW — $166.67 +14.5%
507 ORI ORI Financial Services 102.0 $4K 0.00% NEW — $39.22 -3.8%
508 ON ON Technology 82.0 $4K 0.00% NEW — $48.78 +58.3%
509 PFG PFG Financial Services 53.0 $4K 0.00% NEW — $75.47 +52.1%
510 QRVO QRVO Technology 52.0 $4K 0.00% NEW — $76.92 +53.4%
511 RIVN RIVN Consumer Cyclical 227.0 $4K 0.00% NEW — $17.62 -12.2%
512 XAR XAR — 20.0 $4K 0.00% NEW — $200.00 +19.7%
513 SNDK SNDK Technology 18.0 $4K 0.00% NEW — $222.22 +700.0%
514 SO SO Utilities 56.0 $4K 0.00% NEW — $71.43 +16.0%
515 TWLO TWLO Communication Services 32.0 $4K 0.00% NEW — $125.00 +120.6%
516 VFC VFC Consumer Cyclical 229.0 $4K 0.00% NEW — $17.47 -19.0%
517 GLDM GLDM Financial Services 49.0 $4K 0.00% NEW — $81.63 +4.0%
518 ZBH ZBH Healthcare 52.0 $4K 0.00% NEW — $76.92 +18.4%
519 WTW WTW Financial Services 13.0 $4K 0.00% NEW — $307.69 -4.5%
520 — UHAL.B — 90.0 $4K 0.00% NEW — $44.44 —
Page 26 of 36  ·  708 positions

① 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 34.7%
Technology 29.0%
Industrials 13.5%
Financial Services 7.9%
Communication Services 4.8%
Consumer Cyclical 4.8%
Consumer Defensive 2.7%
Energy 1.0%
Utilities 0.8%
Basic Materials 0.5%