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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 31 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EVRG EVRG Utilities 27.0 $1K — NEW — $37.04 +110.7%
602 FMC FMC Basic Materials 126.0 $1K — NEW — $7.94 +20.7%
603 FNF FNF Financial Services 27.0 $1K — NEW — $37.04 +11.8%
604 GAP GAP Consumer Cyclical 48.0 $1K — NEW — $20.83 +4.7%
605 HII HII Industrials 4.0 $1K — NEW — $250.00 +5.6%
606 IBKR IBKR Financial Services 24.0 $1K — NEW — $41.67 +114.2%
607 TIP TIP — 14.0 $1K — NEW — $71.43 +46.4%
608 EMB EMB — 12.0 $1K — NEW — $83.33 +10.6%
609 IFRA IFRA — 24.0 $1K — NEW — $41.67 +33.7%
610 J J Industrials 10.0 $1K — NEW — $100.00 +38.4%
611 KEYS KEYS Technology 9.0 $1K — NEW — $111.11 +225.9%
612 MSCI MSCI Financial Services 2.0 $1K — NEW — $500.00 +10.3%
613 OMF OMF Financial Services 27.0 $1K — NEW — $37.04 +54.9%
614 OVV OVV Energy 36.0 $1K — NEW — $27.78 +116.5%
615 PBF PBF Energy 48.0 $1K — NEW — $20.83 +253.7%
616 PKG PKG Consumer Cyclical 8.0 $1K — NEW — $125.00 +89.7%
617 PSKY PSKY Communication Services 129.0 $1K — NEW — $7.75 +28.5%
618 Q Q Technology 17.0 $1K — NEW — $58.82 +112.0%
619 RHI RHI Industrials 39.0 $1K — NEW — $25.64 +43.9%
620 SWKS SWKS Technology 31.0 $1K — NEW — $32.26 +177.0%
Page 31 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%