Home/Smart Money/OGOREK ANTHONY JOSEPH /NY/ /ADV
§ 13F · FUND PROFILE

OGOREK ANTHONY JOSEPH /NY/ /ADV.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $350K (13F)Positions · 691Turnover · · Q1Filed · May 11, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$18K deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 11, 2026
#TickerNameShares$ value% portΔ Q1
1BINCBINC747K$39K5.4%+82%
2DJULDJUL686K$32K4.5%+105%
3DJULDJUL619K$29K4.1%
4VTIVTI84K$28K3.9%
5VTIVTI85K$27K3.8%+101%
6BINCBINC465K$25K3.5%
7YDECYDEC802K$21K3.0%+60091%
8VOOVOO33K$20K2.9%+101%
9VOOVOO29K$17K2.4%
10VXUSVXUS214K$16K2.3%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE OGOREK SIGNAL

AC read

OGOREK ANTHONY JOSEPH /NY/ /ADV is a Other fund managing $350 thousand in assets. The fund runs a broad portfolio of 691 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

3 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed