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Portfolio (Quarterly) Guide ↗

OGOREK ANTHONY JOSEPH /NY/ /ADV

· CIK 0000714364
13F Portfolio $364M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 708 New
Page 9 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNH Healthcare 159.0 $52K 0.01% NEW $327.04 +22.6%
162 CB CB Financial Services 164.0 $51K 0.01% NEW $310.98 +4.0%
163 NTDOY 2,946.0 $49K 0.01% NEW $16.63
164 TRV TRV Financial Services 169.0 $49K 0.01% NEW $289.94 +6.2%
165 SITE SITE Industrials 400.0 $49K 0.01% NEW $122.50 -10.1%
166 FTEC FTEC 210.0 $47K 0.01% NEW $223.81 +28.0%
167 ED ED Utilities 465.0 $46K 0.01% NEW $98.92 +7.5%
168 AMD AMD Technology 211.0 $45K 0.01% NEW $213.27 +152.0%
169 L L Financial Services 424.0 $44K 0.01% NEW $103.77 +3.4%
170 IVW IVW 356.0 $43K 0.01% NEW $120.79 +14.2%
171 TXN TXN Technology 244.0 $42K 0.01% NEW $172.13 +87.6%
172 UNP UNP Industrials 183.0 $42K 0.01% NEW $229.51 +11.9%
173 OKE OKE Energy 577.0 $42K 0.01% NEW $72.79 +16.8%
174 NFLX NFLX Communication Services 448.0 $42K 0.01% NEW $93.75 -17.5%
175 CI CI Healthcare 154.0 $42K 0.01% NEW $272.73 +2.4%
176 EXC EXC Utilities 981.0 $42K 0.01% NEW $42.81 +7.0%
177 RTX RTX Industrials 226.0 $41K 0.01% NEW $181.42 +2.3%
178 TGT TGT Consumer Defensive 420.0 $41K 0.01% NEW $97.62 +33.9%
179 BRO BRO Financial Services 515.0 $41K 0.01% NEW $79.61 -25.8%
180 GD GD Industrials 121.0 $41K 0.01% NEW $338.84 +3.3%
Page 9 of 36  ·  708 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 33.4%
Technology 27.9%
Industrials 13.0%
Communication Services 8.4%
Financial Services 7.6%
Consumer Cyclical 4.6%
Consumer Defensive 2.6%
Energy 0.9%
Utilities 0.7%
Basic Materials 0.4%