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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 7 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLV XLV 550.0 $80K 0.02% $145.45 +2.7%
122 URI URI Industrials 108.0 $79K 0.02% -1.0 -0.9% $731.48 +47.2%
123 NSC NSC Industrials 277.0 $79K 0.02% $285.20 +5.2%
124 WFC WFC Financial Services 985.0 $78K 0.02% -224.0 -18.5% $79.19 +5.8%
125 BOND BOND 839.0 $77K 0.02% $91.78 +0.3%
126 EMR EMR Industrials 582.0 $76K 0.02% -3.0 -0.5% $130.58 +15.4%
127 CELC CELC Healthcare 662.0 $75K 0.02% $113.29 -22.5%
128 BATRK BATRK Communication Services 1,761.0 $75K 0.02% NEW $42.59 +18.3%
129 MA MA Financial Services 147.0 $73K 0.02% -4.0 -2.6% $496.60 -1.4%
130 IJH IJH 1,055.0 $71K 0.02% $67.30 +12.6%
131 VCR VCR 200.0 $71K 0.02% $355.00 +11.1%
132 CVS CVS Healthcare 997.0 $71K 0.02% -94.0 -8.6% $71.21 +38.1%
133 PEP PEP Consumer Defensive 455.0 $70K 0.02% $153.85 -7.7%
134 TSLA TSLA Consumer Cyclical 188.0 $69K 0.02% -53.0 -22.0% $367.02 +9.1%
135 VB VB 266.0 $69K 0.02% $259.40 +14.3%
136 DHR DHR Healthcare 360.0 $68K 0.02% +3.0 +0.8% $188.89 -6.2%
137 RY RY Financial Services 425.0 $68K 0.02% $160.00 +26.0%
138 EWJ EWJ 804.0 $67K 0.02% $83.33 +15.5%
139 ITW ITW Industrials 258.0 $67K 0.02% $259.69 +1.7%
140 SLB SLB Energy 1,287.0 $66K 0.02% +1K +1593.4% $51.28 -6.2%
Page 7 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%