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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 28 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VMC VMC Basic Materials 11.0 $3K 0.00% NEW $272.73 +11.0%
542 WHR WHR Consumer Cyclical 42.0 $3K 0.00% NEW $71.43 -45.6%
543 WMB WMB Energy 61.0 $3K 0.00% NEW $49.18 +48.7%
544 PNR PNR Industrials 38.0 $3K 0.00% NEW $78.95 -5.9%
545 STE STE Healthcare 14.0 $3K 0.00% NEW $214.29 -5.4%
546 CPAY 10.0 $3K 0.00% NEW $300.00
547 BG 38.0 $3K 0.00% NEW $78.95
548 CNH 328.0 $3K 0.00% NEW $9.15
549 AAP AAP Consumer Cyclical 64.0 $2K 0.00% NEW $31.25 +92.3%
550 AFG AFG Financial Services 15.0 $2K 0.00% NEW $133.33 -0.3%
551 ARW ARW Technology 21.0 $2K 0.00% NEW $95.24 +144.3%
552 AN AN Consumer Cyclical 11.0 $2K 0.00% NEW $181.82 +3.8%
553 CAR CAR Industrials 17.0 $2K 0.00% NEW $117.65 +60.2%
554 AXON AXON Industrials 5.0 $2K 0.00% NEW $400.00 +5.8%
555 CMS CMS Utilities 39.0 $2K 0.00% NEW $51.28 +43.1%
556 DTE DTE Utilities 17.0 $2K 0.00% NEW $117.65 +25.4%
557 DASH DASH Communication Services 9.0 $2K 0.00% NEW $222.22 -21.9%
558 FCNCA FCNCA Financial Services 1.0 $2K 0.00% NEW $2000.00 +3.6%
559 GT GT Consumer Cyclical 245.0 $2K 0.00% NEW $8.16 -24.2%
560 IRM IRM Real Estate 25.0 $2K 0.00% NEW $80.00 +59.8%
Page 28 of 36  ·  708 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 33.4%
Technology 27.9%
Industrials 13.0%
Communication Services 8.4%
Financial Services 7.6%
Consumer Cyclical 4.6%
Consumer Defensive 2.6%
Energy 0.9%
Utilities 0.7%
Basic Materials 0.4%