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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 9 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MRNA MRNA Healthcare 1,003.0 $50K 0.01% +137.0 +15.8% $49.85 +28.3%
162 SONY SONY Technology 2,395.0 $49K 0.01% $20.46 -0.6%
163 DE DE Industrials 87.0 $49K 0.01% $563.22 +4.6%
164 TRV TRV Financial Services 169.0 $49K 0.01% $289.94 +6.2%
165 EXC EXC Utilities 981.0 $48K 0.01% $48.93 -6.4%
166 QUAL QUAL 253.0 $48K 0.01% -57.0 -18.4% $189.72 +13.8%
167 ASML ASML Technology 37.0 $48K 0.01% $1297.30 +48.7%
168 COF COF Financial Services 262.0 $47K 0.01% -31.0 -10.6% $179.39 +12.3%
169 TXN TXN Technology 244.0 $47K 0.01% $192.62 +67.6%
170 MMM MMM Industrials 328.0 $47K 0.01% -28.0 -7.9% $143.29 +12.1%
171 NTDOY 3,245.0 $46K 0.01% +299.0 +10.2% $14.18
172 XOP XOP 258.0 $46K 0.01% $178.29 -14.0%
173 L L Financial Services 424.0 $45K 0.01% $106.13 +1.1%
174 FFEB FFEB 812.0 $45K 0.01% -540.0 -39.9% $55.42 +10.0%
175 TRGP TRGP Energy 181.0 $45K 0.01% +48.0 +36.1% $248.62 +4.0%
176 MCO MCO Financial Services 104.0 $45K 0.01% -3.0 -2.8% $432.69 +4.2%
177 TQQQ TQQQ 1,064.0 $44K 0.01% $41.35 +100.4%
178 ROST ROST Consumer Cyclical 207.0 $44K 0.01% $212.56 +9.5%
179 RTX RTX Industrials 226.0 $43K 0.01% $190.27 -2.5%
180 FTEC FTEC 210.0 $43K 0.01% $204.76 +39.9%
Page 9 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%