Ogorek Anthony Joseph has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $364 Million distributed in 708 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Binc with a value of $35.2M, First Tr Exch Trd Fd Viii Ft C with a value of $30.2M, Vanguard Total Stock Market Et with a value of $28.2M, Vanguard Index Fds S&P 500 ETF with a value of $19.6M, and Cvlc with a value of $16.3M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $350M to 364M.
Also it can be appreciated an additional of 54 stocks purchases and 1 closed positions.
Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.
Portfolio value
$364 Million
ETFs: $180 Million
Healthcare: $25.5 Million
Technology: $21.3 Million
Financial Services: $13.5 Million
Industrials: $9.9 Million
Communication Services: $6.42 Million
Consumer Cyclical: $3.55 Million
Consumer Defensive: $1.98 Million
Other: $1.78 Million
Stock Holdings Table Market Cap. of $200 Billions or more
