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Ogorek Anthony Joseph Ny Adv

Portfolio Manager
Ogorek Anthony Joseph Ny Adv
Performance
-2.41% (2026 Q1)
AUM (13F)
$349.68M
# of Holdings
691
Performance Rank
Allocation (Top 20)
78.93%

Ogorek Anthony Joseph Ny Adv Holdings Map

Top 50 Ogorek Anthony Joseph Ny Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DJUL
DJUL
9.16%685.7K$32.0M
+7.87%(+50.02K)
2025-Q1: 762.5K shares2025-Q2: 693.8K shares2025-Q3: 685.7K shares2025-Q4: 635.7K shares2026-Q1: 685.7K shares
$36.21(+38.60%)
2026-03-31
VTI
VTI
7.91%84.3K$27.7M
+0.10%(+84)
2025-Q1: 84.6K shares2025-Q2: 84.3K shares2025-Q3: 84.3K shares2025-Q4: 84.2K shares2026-Q1: 84.3K shares
$113.22(+225.71%)
2026-03-31
BINC
BINC
7.08%465.0K$24.8M
-30.24%(-201.56K)
2025-Q1: 422.6K shares2025-Q2: 430.7K shares2025-Q3: 465.0K shares2025-Q4: 666.6K shares2026-Q1: 465.0K shares
$52.53(-0.76%)
2026-03-31
VOO
VOO
5.86%33.4K$20.5M
+7.16%(+2.23K)
2025-Q1: 38.6K shares2025-Q2: 33.3K shares2025-Q3: 33.4K shares2025-Q4: 31.2K shares2026-Q1: 33.4K shares
$471.19(+45.34%)
2026-03-31
VXUS
VXUS
4.52%215.0K$15.8M
+2.77%(+5.80K)
2025-Q1: 607 shares2025-Q2: 214.9K shares2025-Q3: 215.0K shares2025-Q4: 209.2K shares2026-Q1: 215.0K shares
$66.07(+28.41%)
2026-03-31
CVLC
CVLC
4.51%192.6K$15.8M
-0.61%(-1.18K)
2025-Q1: 278.2K shares2025-Q2: 192.3K shares2025-Q3: 192.6K shares2025-Q4: 193.8K shares2026-Q1: 192.6K shares
$72.54(+29.47%)
2026-03-31
SCHB
SCHB
4.3%585.3K$15.0M
+4.37%(+24.53K)
2025-Q1: 908.3K shares2025-Q2: 604.8K shares2025-Q3: 585.3K shares2025-Q4: 560.8K shares2026-Q1: 585.3K shares
$15.83(+82.35%)
2026-03-31
YMAR
YMAR
3.87%514.9K$13.5M
+10.63%(+49.48K)
2025-Q1: 0 shares2025-Q2: 514.9K shares2025-Q3: 514.9K shares2025-Q4: 465.4K shares2026-Q1: 514.9K shares
$25.02(+14.88%)
2026-03-31
YSEP
YSEP
3.79%520.4K$13.3M
+1.05%(+5.39K)
2025-Q1: 520.5K shares2025-Q2: 520.4K shares2025-Q3: 520.4K shares2025-Q4: 515.0K shares2026-Q1: 520.4K shares
$22.26(+24.21%)
2026-03-31
DOCT
DOCT
3.75%303.5K$13.1M
+0.76%(+2.29K)
2025-Q1: 310.0K shares2025-Q2: 307.1K shares2025-Q3: 303.5K shares2025-Q4: 301.2K shares2026-Q1: 303.5K shares
$38.90(+19.94%)
2026-03-31

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