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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 1 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BINC BINC 666,551.0 $35.2M 9.67% NEW $52.77 -0.9%
2 DJUL DJUL 635,714.0 $30.2M 8.32% NEW $47.57 +5.1%
3 VTI VTI 84,179.0 $28.2M 7.76% NEW $335.26 +10.4%
4 VOO VOO 31,213.0 $19.6M 5.38% NEW $627.14 +9.7%
5 CVLC CVLC 193,760.0 $16.3M 4.49% NEW $84.24 +12.2%
6 VXUS VXUS 209,170.0 $15.8M 4.34% NEW $75.44 +15.0%
7 SCHB SCHB 560,792.0 $14.7M 4.04% NEW $26.23 +10.5%
8 YSEP YSEP 515,023.0 $13.4M 3.69% NEW $26.01 +6.1%
9 DOCT DOCT 301,238.0 $13.3M 3.67% NEW $44.29 +5.3%
10 LLY LLY Healthcare 12,084.0 $13.0M 3.57% NEW $1074.73 +2.2%
11 YMAR YMAR 465,381.0 $12.6M 3.46% NEW $27.02 +6.2%
12 VSGX VSGX 156,677.0 $11.2M 3.09% NEW $71.62 +16.6%
13 MDT MDT Healthcare 104,216.0 $10.0M 2.75% NEW $96.05 -17.4%
14 VUG VUG 18,937.0 $9.2M 2.54% NEW $487.83 -82.2%
15 DNOV DNOV 186,416.0 $9.1M 2.50% NEW $48.84 +5.0%
16 PAVE PAVE 175,925.0 $8.4M 2.31% NEW $47.79 +22.5%
17 CAT CAT Industrials 12,835.0 $7.4M 2.02% NEW $572.81 +72.1%
18 VIG VIG 33,036.0 $7.3M 2.00% NEW $219.76 +7.0%
19 BRKB 13,221.0 $6.6M 1.83% NEW $502.61
20 AAPL AAPL Technology 22,795.0 $6.2M 1.70% NEW $271.86 +9.6%
Page 1 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%