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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 35 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 PCG PCG Utilities 14.0
682 RVTY RVTY Healthcare 4.0 NEW
683 PSTG P Technology 12.0
684 RRC RRC Energy 19.0
685 RRX RRX Industrials NEW
686 RMD RMD Healthcare 2.0
687 RBLX RBLX Technology 8.0
688 SBAC SBAC Real Estate NEW
689 GLD GLD Financial Services NEW
690 SPYM SPYM 1.0 -498.0 -99.8%
691 SHW SHW Basic Materials 1.0 -33.0 -97.1%
692 SOLS SOLS Basic Materials 11.0
693 DDD DDD Technology 25.0
694 TW TW Financial Services 5.0
695 TYL TYL Technology 1.0
696 U U Technology 21.0
697 MTN MTN Consumer Cyclical NEW
698 VWO VWO NEW
699 VNQ VNQ NEW
700 VRSN VRSN Technology 2.0 NEW
Page 35 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%