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Latest OGOREK ANTHONY JOSEPH /NY/ /ADV Stock Portfolio

OGOREK ANTHONY JOSEPH /NY/ /ADV Performance:
2025 Q4: 3.07%YTD: 13.84%2024: 3.65%
Performance for 2025 Q4 is 3.07%, and YTD is 13.84%, and 2024 is 3.65%.

About OGOREK ANTHONY JOSEPH /NY/ /ADV and 13F Hedge Fund Stock Holdings

OGOREK ANTHONY JOSEPH /NY/ /ADV is a hedge fund based in WILLIAMSVILLE, NY. On 26-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $411.9 Millions. In it's latest 13F Holdings report, OGOREK ANTHONY JOSEPH /NY/ /ADV reported an equity portfolio of $363.6 Millions as of 31 Dec, 2025.

The top stock holdings of OGOREK ANTHONY JOSEPH /NY/ /ADV are HYMU, AFLG, VB. The fund has invested 9.7% of it's portfolio in BINC and 8.3% of portfolio in DJUL.

The fund managers got completely rid off APLM, VNQ (VB) and VWO (VEU) stocks. They significantly reduced their stock positions in FMNY (FCAL), CNA (CNA) and YUM (YUM). OGOREK ANTHONY JOSEPH /NY/ /ADV opened new stock positions in NRK, CEF (CEF) and JPST (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to SCHI (FNDA), KVUE and PODD (PODD).

OGOREK ANTHONY JOSEPH /NY/ /ADV Annual Return Estimates Vs S&P 500

Our best estimate is that OGOREK ANTHONY JOSEPH /NY/ /ADV made a return of 3.07% in the last quarter. In trailing 12 months, it's portfolio return was 13.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nrk1,733,000
cef351,000
jpst60,000
tqqq56,000
ydec34,000
grid24,000
pi23,000
nvo17,000
New stocks bought by OGOREK ANTHONY JOSEPH /NY/ /ADV

Additions

Ticker% Inc.
schi2,014
podd1,575
nflx778
now370
maa326
tap267
vfc197
amcr174
Additions to existing portfolio by OGOREK ANTHONY JOSEPH /NY/ /ADV

Reductions

Ticker% Reduced
qcoc-85.34
fmb-74.61
pm-61.34
cowz-60.91
ecl-58.73
duk-51.09
amp-48.15
hca-47.62
OGOREK ANTHONY JOSEPH /NY/ /ADV reduced stake in above stock

Sold off

None of the stocks were completely sold off by OGOREK ANTHONY JOSEPH /NY/ /ADV

Sector Distribution

OGOREK ANTHONY JOSEPH /NY/ /ADV has about 79.8% of it's holdings in Others sector.

Sector%
Others79.8
Healthcare7
Technology5.8
Industrials2.7
Communication Services1.7

Market Cap. Distribution

OGOREK ANTHONY JOSEPH /NY/ /ADV has about 20% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED79.8
MEGA-CAP10.9
LARGE-CAP9.1

Stocks belong to which Index?

About 19.1% of the stocks held by OGOREK ANTHONY JOSEPH /NY/ /ADV either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others80.7
S&P 50019.1
Top 5 Winners (%)%
BHF
bhf
WY
wy
671.1 %
flut
175.0 %
SNX
snx
170.6 %
kvue
112.0 %
Top 5 Winners ($)$
LLY
lly
3.8 M
CAT
cat
1.2 M
GOOG
googl
0.7 M
GOOG
goog
0.6 M
VB
vti
0.6 M
Top 5 Losers (%)%
RBLX
rblx
-100.0 %
PSTG
pstg
-100.0 %
NFLX
nflx
-86.8 %
NOW
now
-74.8 %
BLDR
bldr
-72.2 %
Top 5 Losers ($)$
DELL
dell
-0.3 M
NFLX
nflx
-0.3 M
HYMU
binc
-0.3 M
XLB
xlk
-0.2 M
PANW
panw
-0.2 M

OGOREK ANTHONY JOSEPH /NY/ /ADV Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of OGOREK ANTHONY JOSEPH /NY/ /ADV

OGOREK ANTHONY JOSEPH /NY/ /ADV has 682 stocks in it's portfolio. About 54.9% of the portfolio is in top 10 stocks. DELL proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for OGOREK ANTHONY JOSEPH /NY/ /ADV last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions