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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 29 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 CCL CCL Consumer Cyclical 112.0 $2K 0.00% +1.0 +0.9% $17.86 +72.9%
562 CNP CNP Utilities 52.0 $2K 0.00% $38.46 +11.3%
563 CHTR CHTR Communication Services 13.0 $2K 0.00% -17.0 -56.7% $153.85 -18.0%
564 CLF CLF Basic Materials 345.0 $2K 0.00% -45.0 -11.5% $5.80 +111.8%
565 DTE DTE Utilities 17.0 $2K 0.00% $117.65 +25.4%
566 DXC DXC Technology 163.0 $2K 0.00% +63.0 +63.0% $12.27 -29.9%
567 EMN EMN Basic Materials 29.0 $2K 0.00% $68.97 +5.1%
568 EVRG EVRG Utilities 27.0 $2K 0.00% $74.07 +11.4%
569 FMC FMC Basic Materials 167.0 $2K 0.00% +41.0 +32.5% $11.98 -3.6%
570 HUBS HUBS Technology 10.0 $2K 0.00% $200.00 -12.0%
571 IRM IRM Real Estate 25.0 $2K 0.00% $80.00 +59.8%
572 JLL JLL Real Estate 8.0 $2K 0.00% $250.00 +18.9%
573 LUMN LUMN Communication Services 369.0 $2K 0.00% $5.42 +51.3%
574 MAN MAN Industrials 97.0 $2K 0.00% NEW $20.62 +62.7%
575 MNST MNST Consumer Defensive 35.0 $2K 0.00% $57.14 +59.8%
576 NRG NRG Utilities 18.0 $2K 0.00% $111.11 +21.6%
577 PBF PBF Energy 48.0 $2K 0.00% $41.67 -10.5%
578 PPL PPL Utilities 66.0 $2K 0.00% $30.30 +16.8%
579 RL RL Consumer Cyclical 8.0 $2K 0.00% $250.00 +65.2%
580 RGA RGA Financial Services 11.0 $2K 0.00% $181.82 +15.8%
Page 29 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%