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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 4 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RSP RSP 1,486.0 $285K 0.08% -89.0 -5.7% $191.79 +9.5%
62 JNJ JNJ Healthcare 1,158.0 $283K 0.08% -54.0 -4.5% $244.39 -6.5%
63 ABT ABT Healthcare 2,758.0 $283K 0.08% -57.0 -2.0% $102.61 -13.8%
64 QCOC 12,643.0 $278K 0.08% $21.99
65 COST COST Consumer Defensive 273.0 $272K 0.07% +7.0 +2.6% $996.34 -4.5%
66 APG APG Industrials 6,532.0 $264K 0.07% $40.42 +5.3%
67 VGT VGT 377.0 $263K 0.07% -3.0 -0.8% $697.61 -82.8%
68 CEF CEF Financial Services 5,127.0 $244K 0.07% -3K -33.1% $47.59 -9.0%
69 SCHD SCHD 7,807.0 $239K 0.07% $30.61 +4.1%
70 QQQ QQQ Financial Services 415.0 $239K 0.07% +23.0 +5.9% $575.90 +28.6%
71 BILS BILS 2,371.0 $235K 0.06% -344.0 -12.7% $99.11 +0.2%
72 DJAN DJAN 5,133.0 $218K 0.06% $42.47 +7.1%
73 SPY SPY Financial Services 335.0 $218K 0.06% $650.75 +14.7%
74 IGV IGV 2,711.0 $217K 0.06% $80.04 +11.3%
75 VYM VYM 1,297.0 $192K 0.05% +1K +604.9% $148.03 +6.9%
76 META META Communication Services 333.0 $190K 0.05% -160.0 -32.5% $570.57 +1.2%
77 CVX CVX Energy 870.0 $180K 0.05% +207.0 +31.2% $206.90 -16.1%
78 ADI ADI Technology 555.0 $176K 0.05% -54.0 -8.9% $317.12 +37.0%
79 XLC XLC 1,549.0 $171K 0.05% -210.0 -11.9% $110.39 -0.8%
80 BIL BIL 1,851.0 $169K 0.05% +771.0 +71.4% $91.30 +0.3%
Page 4 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%