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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 30 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 THO THO Consumer Cyclical 26.0 $2K 0.00% NEW $76.92 -5.9%
582 UNM UNM Financial Services 32.0 $2K 0.00% NEW $62.50 +44.0%
583 WEC WEC Utilities 22.0 $2K 0.00% NEW $90.91 +23.4%
584 TT TT Industrials 7.0 $2K 0.00% NEW $285.71 +69.2%
585 RCL RCL Consumer Cyclical 10.0 $2K 0.00% NEW $200.00 +56.3%
586 CMA 27.0 $2K 0.00% NEW $74.07
587 SFGYY 479.0 $2K 0.00% NEW $4.18
588 FLUT 11.0 $2K 0.00% NEW $181.82
589 LNT LNT Utilities 18.0 $1K NEW $55.56 +31.4%
590 ALNY ALNY Healthcare 3.0 $1K NEW $333.33 -16.6%
591 ARES ARES Financial Services 9.0 $1K NEW $111.11 +16.4%
592 BHF BHF Financial Services 18.0 $1K NEW $55.56 +13.8%
593 KMX KMX Consumer Cyclical 30.0 $1K NEW $33.33 +61.0%
594 CASY CASY Consumer Cyclical 2.0 $1K NEW $500.00 +68.5%
595 CE CE Basic Materials 35.0 $1K NEW $28.57 +79.1%
596 CNP CNP Utilities 52.0 $1K NEW $19.23 +122.7%
597 CPNG CPNG Consumer Cyclical 48.0 $1K NEW $20.83 -13.6%
598 DXC DXC Technology 100.0 $1K NEW $10.00 -14.0%
599 EMN EMN Basic Materials 29.0 $1K NEW $34.48 +110.2%
600 WTRG WTRG Utilities 33.0 $1K NEW $30.30 +21.1%
Page 30 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%