Ogorek Anthony Joseph Portfolio Holdings

Ogorek Anthony Joseph

  • $364 Million
  • Q4 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$971B
$13 Million 3.57% of portfolio
12,084
Q4 2025 Reduced 2.98%
$128B
$10 Million 2.75% of portfolio
104,216
Q3 2025 Added 0.01%
$291B
$7.35 Million 2.02% of portfolio
12,835
Q4 2025 Reduced 2.28%
$662B
$6.65 Million 1.83% of portfolio
13,221
Q4 2025 Reduced 2.44%
$4.3T
$6.2 Million 1.7% of portfolio
22,795
Q4 2025 Reduced 2.25%
$139B
$5.06 Million 1.39% of portfolio
14,629
Q4 2025 Reduced 2.12%
$1.65T
$2.85 Million 0.78% of portfolio
9,112
Q4 2025 Reduced 4.22%
$1.74T
$2.82 Million 0.78% of portfolio
8,992
Q4 2025 Reduced 4.76%
$34.7B
$2.56 Million 0.7% of portfolio
20,344
Q4 2025 Reduced 1.41%
$2.39T
$2.26 Million 0.62% of portfolio
9,773
Q4 2025 Reduced 5.92%
$3.78T
$1.75 Million 0.48% of portfolio
3,608
Q4 2025 Reduced 7.61%
$0
$1.73 Million 0.48% of portfolio
171,806
Q4 2025 New
$61.4B
$1.58 Million 0.44% of portfolio
8,591
Q4 2025 Added 0.17%
$453B
$1.51 Million 0.41% of portfolio
2
Q1 2025 New
$465B
$1.1 Million 0.3% of portfolio
5,884
Q4 2025 Reduced 3.02%
$104B
$1.04 Million 0.29% of portfolio
4,040
Q4 2025 Added 0.65%
$79.6B
$736,000 0.2% of portfolio
5,451
Q4 2025 Reduced 0.66%
$279B
$636,000 0.17% of portfolio
5,712
Q4 2025 Reduced 11.19%
$65.7B
$468,000 0.13% of portfolio
5,935
Q4 2025 Reduced 0.3%
$414B
$430,000 0.12% of portfolio
1,886
Q4 2025 Reduced 2.73%
$228B
$352,000 0.1% of portfolio
2,815
Q4 2025 Reduced 2.39%
$0
$351,000 0.1% of portfolio
7,665
Q4 2025 New
$1.37T
$325,000 0.09% of portfolio
493
Q4 2025 Reduced 13.51%
$168B
$253,000 0.07% of portfolio
3,156
Q4 2025 Reduced 1.74%
$522B
$250,000 0.07% of portfolio
1,212
Q4 2025 Reduced 9.69%
$268B
$263,000 0.07% of portfolio
922
Q4 2025 Reduced 7.34%
$8.73B
$249,000 0.07% of portfolio
6,532
Q3 2025 Added 49.99%
$533B
$207,000 0.06% of portfolio
593
Q4 2025 Reduced 2.95%
$404B
$229,000 0.06% of portfolio
266
Q4 2025 Reduced 0.37%
$118B
$165,000 0.05% of portfolio
609
Q4 2025 Reduced 0.16%
$266B
$146,000 0.04% of portfolio
494
Q4 2025 Reduced 10.18%
$143B
$142,000 0.04% of portfolio
3,873
Q4 2025 Reduced 19.9%
$270B
$157,000 0.04% of portfolio
886
Q4 2025 Reduced 6.24%
$413B
$146,000 0.04% of portfolio
2,661
Q4 2025 Reduced 16.08%
$140B
$135,000 0.04% of portfolio
563
Q4 2025 Reduced 4.74%
$224B
$146,000 0.04% of portfolio
479
Q4 2025 Added 1.7%
$593B
$142,000 0.04% of portfolio
729
Q4 2025 Reduced 7.72%
$265B
$91,000 0.03% of portfolio
104
Q4 2025 Reduced 14.75%
$317B
$112,000 0.03% of portfolio
1,209
Q4 2025 Reduced 22.4%
$235B
$103,000 0.03% of portfolio
980
Q4 2025 Reduced 5.04%
$1.29T
$108,000 0.03% of portfolio
241
Q4 2025 Reduced 11.4%
$71.6B
$94,000 0.03% of portfolio
1,627
Q4 2025 Reduced 6.49%
$72.9B
$109,000 0.03% of portfolio
380
Q4 2025 Added 0.53%
$190B
$110,000 0.03% of portfolio
949
Q4 2025 Reduced 26.6%
$367B
$119,000 0.03% of portfolio
347
Q4 2025 Reduced 18.35%
$237B
$113,000 0.03% of portfolio
428
Q4 2025 Reduced 1.15%
$174B
$114,000 0.03% of portfolio
709
Q1 2025 Added 237.62%
$319B
$126,000 0.03% of portfolio
1,643
Q4 2025 Reduced 24.22%
$183B
$121,000 0.03% of portfolio
371
Q4 2025 Reduced 5.12%

Summary

  • Portfolio
  • No. of Stocks 708
  • Current Value $364 Million
  • Prior Value $350 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 54 stocks
  • Additional Purchases 150 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 329 stocks
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