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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 29 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 JLL JLL Real Estate 8.0 $2K 0.00% NEW $250.00 +19.9%
562 LAD LAD Consumer Cyclical 7.0 $2K 0.00% NEW $285.71 +6.9%
563 LYV LYV Communication Services 20.0 $2K 0.00% NEW $100.00 +71.5%
564 LUMN LUMN Communication Services 369.0 $2K 0.00% NEW $5.42 +48.7%
565 MELI MELI Consumer Cyclical 1.0 $2K 0.00% NEW $2000.00 -17.0%
566 MDLZ MDLZ Consumer Defensive 54.0 $2K 0.00% NEW $37.04 +66.7%
567 MNST MNST Consumer Defensive 35.0 $2K 0.00% NEW $57.14 +65.7%
568 NRG NRG Utilities 18.0 $2K 0.00% NEW $111.11 +28.0%
569 ODFL ODFL Industrials 16.0 $2K 0.00% NEW $125.00 +75.2%
570 PPL PPL Utilities 66.0 $2K 0.00% NEW $30.30 +21.8%
571 PVH PVH Consumer Cyclical 44.0 $2K 0.00% NEW $45.45 +60.0%
572 RL RL Consumer Cyclical 8.0 $2K 0.00% NEW $250.00 +65.7%
573 RGA RGA Financial Services 11.0 $2K 0.00% NEW $181.82 +14.3%
574 HOOD HOOD Financial Services 18.0 $2K 0.00% NEW $111.11 -12.5%
575 SHEL SHEL Energy 36.0 $2K 0.00% NEW $55.56 +39.9%
576 SLB SLB Energy 76.0 $2K 0.00% NEW $26.32 +77.1%
577 SCHA SCHA 94.0 $2K 0.00% NEW $21.28 +64.0%
578 SPG SPG Real Estate 14.0 $2K 0.00% NEW $142.86 +55.5%
579 SNOW SNOW Technology 10.0 $2K 0.00% NEW $200.00 +13.0%
580 SWK SWK Industrials 30.0 $2K 0.00% NEW $66.67 +34.5%
Page 29 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%