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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 6 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MRK Healthcare 980.0 $117K 0.03% $119.39 -4.6%
102 MTB MTB Financial Services 564.0 $116K 0.03% -19.0 -3.3% $205.67 +9.5%
103 HD HD Consumer Cyclical 349.0 $115K 0.03% +2.0 +0.6% $329.51 +1.4%
104 HLT HLT Consumer Cyclical 380.0 $115K 0.03% $302.63 +15.3%
105 ORCL ORCL Technology 764.0 $112K 0.03% +35.0 +4.8% $146.60 +25.7%
106 PYPL PYPL Financial Services 2,467.0 $111K 0.03% +840.0 +51.6% $44.99 -5.5%
107 VOT VOT 412.0 $106K 0.03% $257.28 +19.0%
108 CRM CRM Technology 538.0 $100K 0.03% +110.0 +25.7% $185.87 -18.3%
109 MPC MPC Energy 402.0 $98K 0.03% -54.0 -11.8% $243.78 -0.4%
110 FBCG FBCG 1,932.0 $96K 0.03% $49.69 +26.2%
111 C C Financial Services 850.0 $96K 0.03% -99.0 -10.4% $112.94 +26.7%
112 PSX PSX Energy 516.0 $94K 0.03% -32.0 -5.8% $182.17 -8.8%
113 VCIT VCIT 1,132.0 $93K 0.03% $82.16 +0.4%
114 FELC FELC 2,496.0 $90K 0.03% $36.06 +16.3%
115 GS GS Financial Services 101.0 $85K 0.02% -3.0 -2.9% $841.58 +30.3%
116 GLW GLW Technology 617.0 $84K 0.02% -28.0 -4.3% $136.14 +43.2%
117 BMY BMY Healthcare 1,392.0 $84K 0.02% $60.34 -10.5%
118 SHOP SHOP Technology 709.0 $84K 0.02% $118.48 -8.1%
119 YSEP YSEP 3,183.0 $83K 0.02% -512K -99.4% $26.08 +5.8%
120 REGN REGN Healthcare 107.0 $83K 0.02% +5.0 +4.9% $775.70 -21.4%
Page 6 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%