OGOREK ANTHONY JOSEPH /NY/ /ADV
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 714364
WILLIAMSVILLE, NY
Position in CP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$32,493
+$2,996 QoQ
Shares Held
375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#863
of 962 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $216,636 across 6 Railroads names. CP ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NSC |
Norfolk Southern Corp
|
277 | $87,141 | |
| 2 | UNP |
Union Pacific Corp
|
181 | $49,232 | |
| 3 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
375 | $32,493 | |
| 4 | CNI |
Canadian National Railway Co
|
200 | $23,848 | |
| 5 | WAB |
Westinghouse Air Brake Technologies Corp
|
57 | $15,367 | |
| 6 | CSX |
Csx Corp
|
180 | $8,555 |
All Filings in CP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,493 | 375 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $29,497 | 375 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $27,611 | 375 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,933 | 375 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,726 | 375 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,328 | 375 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,138 | 375 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,077 | 375 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $29,523 | 375 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $33,063 | 375 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $29,647 | 375 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $27,903 | 375 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $30,288 | 375 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $28,852 | 375 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||