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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 22 of 36  ·  718 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FCNCB 5.0 $8K 0.00% $1600.00
422 SIRI 357.0 $8K 0.00% +61.0 +20.6% $22.41
423 ARE ARE Real Estate 167.0 $7K 0.00% +147.0 +735.0% $41.92 +32.1%
424 WRB WRB Financial Services 108.0 $7K 0.00% $64.81 +9.5%
425 CHRW CHRW Industrials 47.0 $7K 0.00% $148.94 +20.6%
426 CSX CSX Industrials 180.0 $7K 0.00% $38.89 +22.0%
427 CAG CAG Consumer Defensive 505.0 $7K 0.00% -178.0 -26.1% $13.86 +0.5%
428 DASH DASH Communication Services 47.0 $7K 0.00% +38.0 +422.2% $148.94 +23.3%
429 EW EW Healthcare 98.0 $7K 0.00% $71.43 +27.8%
430 GEHC GEHC Healthcare 107.0 $7K 0.00% -23.0 -17.7% $65.42 +0.5%
431 GPC GPC Consumer Cyclical 67.0 $7K 0.00% -10.0 -13.0% $104.48 +10.0%
432 GPN GPN Industrials 118.0 $7K 0.00% +10.0 +9.3% $59.32 +16.4%
433 GWW GWW Industrials 7.0 $7K 0.00% $1000.00 +34.9%
434 HPQ HPQ Technology 371.0 $7K 0.00% -134.0 -26.5% $18.87 +20.8%
435 KEY KEY Financial Services 395.0 $7K 0.00% $17.72 +31.8%
436 KSS KSS Consumer Cyclical 557.0 $7K 0.00% $12.57 +51.4%
437 MCHP MCHP Technology 111.0 $7K 0.00% $63.06 +40.5%
438 MOH MOH Healthcare 53.0 $7K 0.00% +29.0 +120.8% $132.08 +67.9%
439 MOS MOS Basic Materials 286.0 $7K 0.00% +50.0 +21.2% $24.48 -8.7%
440 NDAQ NDAQ Financial Services 83.0 $7K 0.00% $84.34 -6.8%
Page 22 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%