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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 3 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP ADP Industrials 4,040.0 $1.0M 0.29% NEW $257.18 -15.1%
42 SCHG SCHG 27,978.0 $912K 0.25% NEW $32.60 +4.0%
43 JPM JPM Financial Services 2,597.0 $836K 0.23% NEW $321.91 +1.0%
44 APH APH Technology 5,451.0 $736K 0.20% NEW $135.02 +21.4%
45 IHI IHI 11,759.0 $730K 0.20% NEW $62.08 -21.0%
46 DDEC DDEC 14,621.0 $659K 0.18% NEW $45.07 +4.9%
47 WMT WMT Consumer Defensive 5,712.0 $636K 0.17% NEW $111.34 +6.1%
48 YJUN YJUN 22,892.0 $587K 0.16% NEW $25.64 +5.3%
49 SGOV SGOV 5,663.0 $568K 0.16% NEW $100.30 +0.3%
50 FNOV FNOV 9,715.0 $532K 0.15% NEW $54.76 +6.6%
51 DFEB DFEB 10,721.0 $511K 0.14% NEW $47.66 +5.8%
52 CL CL Consumer Defensive 5,935.0 $468K 0.13% NEW $78.85 +13.5%
53 DMAR DMAR 10,546.0 $439K 0.12% NEW $41.63 +7.3%
54 SCHF SCHF 18,244.0 $438K 0.12% NEW $24.01 +17.6%
55 ABBV ABBV Healthcare 1,886.0 $430K 0.12% NEW $228.00 -5.0%
56 FMB FMB 7,663.0 $391K 0.11% NEW $51.02 +0.7%
57 ABT ABT Healthcare 2,815.0 $352K 0.10% NEW $125.04 -29.3%
58 CEF CEF Financial Services 7,665.0 $351K 0.10% NEW $45.79 -5.5%
59 XLK XLK 2,306.0 $332K 0.09% NEW $143.97 +33.0%
60 META META Communication Services 493.0 $325K 0.09% NEW $659.23 -12.4%
Page 3 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%