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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 34 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HRL HRL Consumer Defensive 40.0 -94.0 -70.2%
662 HUN HUN Basic Materials 54.0
663 RZV RZV NEW
664 RFV RFV NEW
665 IBBQ IBBQ NEW
666 EWD EWD NEW
667 IVV IVV -100.0%
668 TLT TLT -100.0%
669 IEF IEF NEW
670 MUB MUB NEW
671 IUSB IUSB -100.0%
672 DGRO DGRO 8.0
673 KKR KKR Financial Services 9.0 -33.0 -78.6%
674 LPLA LPLA Financial Services NEW
675 TXXD TXXD NEW
676 MSCI MSCI Financial Services 1.0 -1.0 -50.0%
677 MTCH MTCH Communication Services 8.0 NEW
678 MHK MHK Consumer Cyclical 10.0 NEW
679 TAP TAP Consumer Defensive 10.0 -258.0 -96.3%
680 NI NI Utilities 18.0
Page 34 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%