OGOREK ANTHONY JOSEPH /NY/ /ADV.

Institutional filer · behavioral pattern: Other. Summary pending.

AUM · $323.6B (13F)Positions · 693Turnover · — · Q4Filed · Jan 23, 2026

CONCENTRATION

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Top 10 holdings

NEW BUYS

+$2.3B deployed

EXITS

No exits

SECTOR SHIFT

—

No prior quarter data

3YR HIT RATE

—

Top-5 overlap

§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED JAN 23, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q4
1	BINC	BINC	667K	$35.2B	9.7%	+43%
2	DJUL	DJUL	636K	$30.2B	8.3%	−7%
3	VTI	VTI	84K	$28.2B	7.8%	±0%
4	VOO	VOO	31K	$19.6B	5.4%	−7%
5	CVLC	CVLC	194K	$16.3B	4.5%	+1%
6	VXUS	VXUS	209K	$15.8B	4.3%	−3%
7	SCHB	SCHB	561K	$14.7B	4.0%	−4%
8	YSEP	YSEP	515K	$13.4B	3.7%	−1%
9	DOCT	DOCT	301K	$13.3B	3.7%	−1%
10	LLY	LLY	12K	$13.0B	3.6%	−3%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE OGOREK SIGNAL

OGOREK ANTHONY JOSEPH /NY/ /ADV is a Other fund managing $323.6 trillion in assets. The fund runs a broad portfolio of 693 positions.

§ 04 · FILING HISTORY

1 FILINGS

Q4 2025

Steady book

+0 buys · −0 exits · 0 changed

Q3 2025

Steady book

+0 buys · −0 exits · 0 changed

Q2 2025

Steady book

+0 buys · −0 exits · 0 changed

Q1 2025

Steady book

+0 buys · −0 exits · 0 changed