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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 33 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CNA CNA Financial Services 3.0 NEW
642 CTRA CTRA Energy NEW
643 CLS CLS Technology NEW
644 CLH CLH Industrials 2.0 NEW
645 FIX FIX Industrials 1.0 NEW
646 CBSH CBSH Financial Services 13.0 NEW
647 FANG FANG Energy 5.0 NEW
648 QQQU QQQU NEW
649 QTUM QTUM NEW
650 EMBC EMBC Healthcare 4.0 NEW
651 FG FG Financial Services 1.0 NEW
652 FRT FRT Real Estate 6.0 NEW
653 CIBR CIBR NEW
654 FNV FNV Basic Materials NEW
655 GDDY GDDY Technology 3.0 NEW
656 HUN HUN Basic Materials 54.0 NEW
657 IDXX IDXX Healthcare 1.0 NEW
658 RZV RZV NEW
659 RFV RFV NEW
660 IBBQ IBBQ NEW
Page 33 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%