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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 1 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BINC BINC 746,729.0 $38.8M 10.63% +80K +12.0% $51.93 +0.7%
2 DJUL DJUL 619,238.0 $28.9M 7.93% -16K -2.6% $46.74 +7.0%
3 VTI VTI 84,583.0 $27.1M 7.44% $320.81 +15.3%
4 YDEC YDEC 802,351.0 $21.1M 5.78% +801K +10000.0% $26.30 +5.0%
5 VOO VOO 29,256.0 $17.5M 4.79% -2K -6.3% $597.55 +15.1%
6 VXUS VXUS 213,651.0 $16.5M 4.51% +4K +2.1% $77.11 +12.5%
7 CVLC CVLC 194,111.0 $15.5M 4.26% $80.06 +18.0%
8 SCHB SCHB 544,064.0 $13.7M 3.74% -17K -3.0% $25.10 +15.4%
9 DOCT DOCT 286,176.0 $12.4M 3.41% -15K -5.0% $43.43 +7.4%
10 VSGX VSGX 157,609.0 $11.3M 3.10% +932.0 +0.6% $71.73 +16.4%
11 SCHI SCHI 467,609.0 $10.6M 2.91% +299K +176.7% $22.68 -0.4%
12 MDT MDT Healthcare 104,515.0 $9.1M 2.48% $86.65 -8.4%
13 LLY LLY Healthcare 9,711.0 $8.9M 2.45% -2K -19.6% $919.78 +19.4%
14 DNOV DNOV 185,895.0 $8.9M 2.44% $47.90 +7.1%
15 PAVE PAVE 168,318.0 $8.6M 2.34% -8K -4.3% $50.81 +15.3%
16 VUG VUG 18,550.0 $8.1M 2.22% -387.0 -2.0% $436.77 -80.1%
17 CAT CAT Industrials 10,660.0 $7.6M 2.07% -2K -16.9% $708.44 +39.2%
18 MINT MINT 73,645.0 $7.4M 2.03% NEW $100.56 +0.2%
19 VIG VIG 30,119.0 $6.5M 1.77% -3K -8.8% $215.05 +9.4%
20 VEXC VEXC 79,170.0 $6.4M 1.77% NEW $81.38 +19.5%
Page 1 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%