OGOREK ANTHONY JOSEPH /NY/ /ADV
Filing Date
Global Rank
#6,414
/ 8,623
▼ 121
· as of Mar 2026
Top Industry
Drug Manufacturers - General
15.0%
3Y Alpha vs SPY
+5.2%
Period ended 4 months ago
Filed May 12, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+88.5%
SPY
+65.3%
Annualised alpha
+5.3%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
559 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.4%
−2.8 pts
Top 5
55.0%
+1.1 pts
Top 10
70.0%
−1.8 pts
HHI
690
Diversified−32
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 30.2% | $20,465,858 |
| Technology | 24.4% | $16,527,110 |
| Financial Services | 13.9% | $9,408,356 |
| Industrials | 13.4% | $9,088,664 |
| Communication Services | 5.5% | $3,697,998 |
| Consumer Cyclical | 5.0% | $3,412,478 |
| Consumer Defensive | 3.2% | $2,174,066 |
| Energy | 1.7% | $1,142,530 |
| Utilities | 1.0% | $663,793 |
| Unclassified | 0.7% | $478,449 |
| Basic Materials | 0.6% | $439,377 |
| Real Estate | 0.4% | $296,562 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +5,512 | 5,960 | $573,054 | |
| SLB | Slb Limited/Nv | +1,211 | 1,287 | $66,138 | |
| PYPL | PayPal Holdings, Inc. | +840 | 2,467 | $111,582 | |
| NFG | National Fuel Gas Co | +517 | 657 | $61,731 | |
| WKC | World Kinect Corp | +385 | 798 | $18,409 | |
| GEN | Gen Digital Inc. | +325 | 681 | $12,823 | |
| MDT | Medtronic plc | +299 | 104,515 | $9,056,224 | |
| CMCSA | Comcast Corp | +292 | 849 | $24,374 | |
| DOW | Dow Inc. | +255 | 893 | $37,193 | |
| CVX | Chevron Corp | +207 | 870 | $180,003 | |
| FISV | Fiserv Inc | +186 | 296 | $16,516 | |
| FIS | Fidelity National Information Services, Inc. | +181 | 290 | $13,603 | |
| CTSH | Cognizant Technology Solutions Corp | +162 | 363 | $22,270 | |
| ARE | Alexandria Real Estate Equities, Inc. | +147 | 167 | $7,752 | |
| MRNA | Moderna, Inc. | +137 | 1,003 | $50,952 | |
| CNC | Centene Corp | +129 | 821 | $26,879 | |
| OKE | Oneok Inc /New/ | +128 | 705 | $63,724 | |
| VLO | Valero Energy Corp/Tx | +126 | 563 | $139,106 | |
| CRM | Salesforce, Inc. | +110 | 538 | $100,428 | |
| PAYX | Paychex Inc | +106 | 462 | $42,559 | |
| ED | Consolidated Edison Inc | +105 | 570 | $64,512 | |
| LKQ | Lkq Corp | +105 | 300 | $8,811 | |
| CL | Colgate Palmolive Co | +94 | 6,029 | $513,851 | |
| MDLZ | Mondelez International, Inc. | +91 | 145 | $8,357 | |
| AWK | American Water Works Company, Inc. | +79 | 173 | $23,543 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DELL | Dell Technologies Inc. | −16,044 | 4,300 | $705,759 | |
| AVGO | Broadcom Inc. | −4,731 | 9,898 | $3,063,529 | |
| CEF | Sprott Physical Gold & Silver Trust | −2,538 | 5,127 | $244,660 | |
| LLY | ELI LILLY & Co | −2,373 | 9,711 | $8,931,886 | |
| CAT | Caterpillar Inc | −2,175 | 10,660 | $7,552,183 | |
| AAPL | Apple Inc. | −1,438 | 21,357 | $5,420,193 | |
| PANW | Palo Alto Networks Inc | −1,249 | 7,342 | $1,177,069 | |
| INTC | Intel Corp | −555 | 3,318 | $146,423 | |
| BX | Blackstone Inc. | −362 | 90 | $10,349 | |
| KHC | Kraft Heinz Co | −338 | 1,038 | $23,344 | |
| SITE | SiteOne Landscape Supply, Inc. | −283 | 117 | $15,573 | |
| TAP-A | Molson Coors Beverage Co | −258 | 10 | $430 | |
| CHD | Church & Dwight Co Inc /De/ | −233 | 404 | $37,701 | |
| WFC | Wells Fargo & Company/Mn | −224 | 985 | $78,415 | |
| AMT | American Tower Corp /Ma/ | −186 | 167 | $28,820 | |
| CAG | Conagra Brands Inc. | −178 | 505 | $7,938 | |
| VICI | Vici Properties Inc. | −166 | 21 | $573 | |
| META | Meta Platforms, Inc. | −160 | 333 | $190,519 | |
| DIS | Walt Disney Co | −148 | 404 | $38,937 | |
| HPQ | Hp Inc | −134 | 371 | $7,126 | |
| RF | Regions Financial Corp | −107 | 183 | $4,779 | |
| T | At&T Inc. | −105 | 1,149 | $33,309 | |
| C | Citigroup Inc | −99 | 850 | $96,398 | |
| CFG | Citizens Financial Group Inc/Ri | −95 | 68 | $4,077 | |
| BAX | Baxter International Inc | −94 | 158 | $2,654 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIK | Viking Holdings Ltd | 1,796 | $131,970 | |
| FNV | FRANCO NEVADA Corp | 165 | $40,763 | |
| CIGI | Colliers International Group Inc. | 200 | $21,378 | |
| NVR | Nvr Inc | 2 | $13,179 | |
| NXST | Nexstar Media Group, Inc. | 41 | $7,414 | |
| ELE | Elemental Royalty Corp | 383 | $7,215 | |
| DOC | Healthpeak Properties, Inc. | 420 | $6,900 | |
| SFD | Smithfield Foods Inc | 222 | $6,209 | |
| DDS | Dillard's, Inc. | 10 | $5,721 | |
| FLEX | Flex Ltd. | 77 | $5,040 | |
| AER | AerCap Holdings N.V. | 30 | $4,115 | |
| SW | Smurfit Westrock plc | 84 | $3,347 | |
| MAN | ManpowerGroup Inc. | 97 | $2,857 | |
| ICLR | Icon PLC | 20 | $2,213 | |
| PPC | Pilgrims Pride Corp | 39 | $1,472 | |
| MHK | Mohawk Industries Inc | 10 | $984 | |
| VRSN | Verisign Inc/Ca | 2 | $496 | |
| CIEN | Ciena Corp | 1 | $388 | |
| DPZ | Dominos Pizza Inc | 1 | $358 | |
| RVTY | Revvity, Inc. | 4 | $350 | |
| CVNA | Carvana Co. | 1 | $314 | |
| COO | Cooper Companies, Inc. | 4 | $286 | |
| EPAM | EPAM Systems, Inc. | 2 | $270 | |
| CPRT | Copart Inc | 8 | $265 | |
| MTCH | Match Group, Inc. | 8 | $245 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
20 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NRK | Nuveen New York Amt-Free Quality Municipal Income Fund | 171,806 | $1,733,522 | |
| LNG | Cheniere Energy, Inc. | 134 | $26,048 | |
| NTAP | NetApp, Inc. | 135 | $14,457 | |
| RH | Rh | 80 | $14,332 | |
| DVA | Davita Inc. | 30 | $3,408 | |
| SFGYY | Sony Financial Group Inc./ADR | 479 | $2,505 | |
| FLUT | Flutter Entertainment plc | 11 | $2,365 | |
| PSKY | Paramount Skydance Corp | 129 | $1,728 | |
| WEN | Wendy's Co | 184 | $1,532 | |
| UTHR | UNITED THERAPEUTICS Corp | 2 | $974 | |
| ADT | ADT Inc. | 96 | $774 | |
| MRP | Millrose Properties, Inc. | 24 | $716 | |
| IDXX | Idexx Laboratories Inc /De | 1 | $676 | |
| VEEV | Veeva Systems Inc | 3 | $669 | |
| PAYC | Paycom Software, Inc. | 4 | $637 | |
| NTNX | Nutanix, Inc. | 9 | $465 | |
| GDDY | GoDaddy Inc. | 3 | $372 | |
| TTWO | Take Two Interactive Software Inc | 1 | $256 | |
| NXPI | NXP Semiconductors N.V. | 1 | $217 | |
| EMBC | Embecta Corp. | 4 | $47 | |
| No positions match the current search. | ||||
559 tracked positions ·
$67,795,241 total
· filing declares
719 positions · $364,904
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 559 positions by value
· page 1 of 12
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MDT |
Medtronic plc
Healthcare
|
Added | 104,515 | $9,056,224 | 13.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 9,711 | $8,931,886 | 13.17% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 10,660 | $7,552,183 | 11.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 13,138 | $6,295,729 | 9.29% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,357 | $5,420,193 | 7.99% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 9,898 | $3,063,529 | 4.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,060 | $2,605,293 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,806 | $2,042,295 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,577 | $1,324,098 | 1.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 7,342 | $1,177,069 | 1.74% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,920 | $1,032,448 | 1.52% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 4,060 | $824,910 | 1.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,575 | $757,462 | 1.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,718 | $710,633 | 1.05% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 4,300 | $705,759 | 1.04% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 5,426 | $685,575 | 1.01% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,960 | $573,054 | 0.85% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 6,029 | $513,851 | 0.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,882 | $409,316 | 0.60% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 872 | $294,596 | 0.43% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 3,158 | $293,315 | 0.43% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,758 | $283,163 | 0.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,158 | $283,061 | 0.42% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 273 | $272,025 | 0.40% | |
| APG |
APi Group Corp
Industrials
|
Held | 6,532 | $264,676 | 0.39% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Reduced | 5,127 | $244,660 | 0.36% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 415 | $239,529 | 0.35% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 335 | $217,863 | 0.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 333 | $190,519 | 0.28% | |
| CVX |
Chevron Corp
Energy
|
Added | 870 | $180,003 | 0.27% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 555 | $176,567 | 0.26% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 556 | $168,045 | 0.25% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 879 | $149,131 | 0.22% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 479 | $148,868 | 0.22% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 2,953 | $148,240 | 0.22% | |
| INTC |
Intel Corp
Technology
|
Reduced | 3,318 | $146,423 | 0.22% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 873 | $143,669 | 0.21% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 563 | $139,106 | 0.21% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 581 | $137,278 | 0.20% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
NEW | 1,796 | $131,970 | 0.19% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 825 | $131,752 | 0.19% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 373 | $131,240 | 0.19% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 2,572 | $125,385 | 0.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 1,613 | $125,152 | 0.18% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 850 | $122,774 | 0.18% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 489 | $118,528 | 0.17% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 980 | $117,884 | 0.17% | |
| MTB |
M&T Bank Corp
Financial Services
|
Reduced | 564 | $116,590 | 0.17% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Held | 380 | $115,550 | 0.17% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 349 | $114,782 | 0.17% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.