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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 5 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V V Financial Services 556.0 $168K 0.05% -37.0 -6.2% $302.16 +8.3%
82 YJUN YJUN 6,168.0 $158K 0.04% -17K -73.1% $25.62 +5.4%
83 XOM XOM Energy 879.0 $149K 0.04% $169.51 -17.0%
84 VZ VZ Communication Services 2,953.0 $148K 0.04% -45.0 -1.5% $50.12 -8.5%
85 MCD MCD Consumer Cyclical 479.0 $148K 0.04% $308.98 -9.8%
86 USMV USMV 1,595.0 $147K 0.04% +192.0 +13.7% $92.16 +2.3%
87 INTC INTC Technology 3,318.0 $146K 0.04% -555.0 -14.3% $44.00 +204.5%
88 GRID GRID 886.0 $145K 0.04% +725.0 +450.3% $163.66 +19.0%
89 FJUL FJUL 2,638.0 $144K 0.04% $54.59 +8.7%
90 MS MS Financial Services 873.0 $143K 0.04% -13.0 -1.5% $163.80 +36.2%
91 VLO VLO Energy 563.0 $139K 0.04% +126.0 +28.8% $246.89 -4.3%
92 LOW LOW Consumer Cyclical 581.0 $137K 0.04% +18.0 +3.2% $235.80 -5.8%
93 TJX TJX Consumer Cyclical 825.0 $131K 0.04% $158.79 +3.2%
94 VIK 1,796.0 $131K 0.04% NEW $72.94
95 AMGN AMGN Healthcare 373.0 $131K 0.04% +2.0 +0.5% $351.21 -3.9%
96 BAC BAC Financial Services 2,572.0 $125K 0.03% -89.0 -3.3% $48.60 +15.6%
97 CSCO CSCO Technology 1,613.0 $125K 0.03% -30.0 -1.8% $77.50 +54.3%
98 PG PG Consumer Defensive 850.0 $122K 0.03% +7.0 +0.8% $143.53 +4.8%
99 FBND FBND 2,650.0 $120K 0.03% $45.28 +0.7%
100 IBM IBM Technology 489.0 $118K 0.03% -5.0 -1.0% $241.31 +3.2%
Page 5 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%