OGOREK ANTHONY JOSEPH /NY/ /ADV
•CIK: 714364•Filing: Q4 2025
OGOREK ANTHONY JOSEPH /NY/ /ADV manages $364M across a diversified portfolio of 633 positions. The fund exhibits significant concentration in technology and growth sectors, notably holding BINC at $35.2M and DJUL at $30.2M. Core allocations include broad market exposure via VTI ($28.2M) and VOO ($19.6M). This structure suggests a tactical blend of high-conviction thematic bets alongside established market index plays.
Total AUM
$363.6M
QoQ Performance
+4.0%
Positions
633
Top 10 Concentration
55.6%
Latest Filing
Q4 2025
Top Holdings Allocation
BINC
DJUL
VTI
VOO
BINC9.7%
DJUL8.3%
VTI7.8%
VOO5.4%
CVLC4.5%
VXUS4.3%
SCHB4.0%
YSEP3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.7%
Healthcare6.9%
Technology5.8%
ETF5.5%
Industrial2.1%
Consumer1.1%
Financial0.6%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+438 more exited positions
Changes from Q3 2025
NEW4 new positions
↑42 increased
↓121 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022