OGOREK ANTHONY JOSEPH /NY/ /ADV
Top Portfolio Positions
559 positions ·
$67,795,241 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDT |
Medtronic plc
Healthcare
|
104,515 | $9,056,224 | 13.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
9,711 | $8,931,886 | 13.17% | |
| CAT |
Caterpillar Inc
Industrials
|
10,660 | $7,552,183 | 11.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,138 | $6,295,729 | 9.29% | |
| AAPL |
Apple Inc.
Technology
|
21,357 | $5,420,193 | 7.99% | |
| AVGO |
Broadcom Inc.
Technology
|
9,898 | $3,063,529 | 4.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,060 | $2,605,293 | 3.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,806 | $2,042,295 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
3,577 | $1,324,098 | 1.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
7,342 | $1,177,069 | 1.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ELE
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,215 | 383 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||