Ogorek Anthony Joseph /Ny/ /Adv
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$365K
Q ending 2026-03-31
Prior quarter
$364K
Q ending 2025-12-31
Change
+0.4% QoQ · +20.1% YoY
Positions
718
reported holdings
Largest positions
Top 100 of 718 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Binc | BINC | Shares | $39K | 747K |
| Djul | DJUL | Shares | $29K | 619K |
| Vti | VTI | Shares | $27K | 85K |
| Ydec | YDEC | Shares | $21K | 802K |
| Voo | VOO | Shares | $17K | 29K |
| Vxus | VXUS | Shares | $16K | 214K |
| Cvlc | CVLC | Shares | $16K | 194K |
| Schb | SCHB | Shares | $14K | 544K |
| Doct | DOCT | Shares | $12K | 286K |
| Vsgx | VSGX | Shares | $11K | 158K |
| Schi | SCHI | Shares | $11K | 468K |
| Mdt | Shares | $9K | 105K | |
| Lly | LLY | Shares | $9K | 10K |
| Dnov | DNOV | Shares | $9K | 186K |
| Pave | PAVE | Shares | $9K | 168K |
| Vug | VUG | Shares | $8K | 19K |
| Cat | CAT | Shares | $8K | 11K |
| Mint | MINT | Shares | $7K | 74K |
| Vig | VIG | Shares | $6K | 30K |
| Vexc | VEXC | Shares | $6K | 79K |
| Brk.B | BRK/B | Shares | $6K | 13K |
| Aapl | AAPL | Shares | $5K | 21K |
| Ymar | YMAR | Shares | $4K | 154K |
| Fapr | FAPR | Shares | $3K | 76K |
| Dsep | DSEP | Shares | $3K | 75K |
| Avgo | AVGO | Shares | $3K | 10K |
| Gjan | GJAN | Shares | $3K | 69K |
| Vgk | VGK | Shares | $3K | 35K |
| Googl | GOOGL | Shares | $3K | 9K |
| Goog | GOOG | Shares | $3K | 9K |
| Amzn | AMZN | Shares | $2K | 10K |
| Iei | IEI | Shares | $2K | 13K |
| Mln | MLN | Shares | $1K | 86K |
| Dmay | DMAY | Shares | $1K | 33K |
| Brk.A | BRK/A | Shares | $1K | 2 |
| Msft | MSFT | Shares | $1K | 4K |
| Mgv | MGV | Shares | $1K | 9K |
| Vteb | VTEB | Shares | $1K | 24K |
| Panw | PANW | Shares | $1K | 7K |
| Nvda | NVDA | Shares | $1K | 6K |
| Adp | ADP | Shares | $825 | 4K |
| Schg | SCHG | Shares | $807 | 28K |
| Jpm | JPM | Shares | $757 | 3K |
| Wmt | WMT | Shares | $710 | 6K |
| Dell | DELL | Shares | $705 | 4K |
| Aph | APH | Shares | $685 | 5K |
| Ihi | IHI | Shares | $627 | 12K |
| Nflx | NFLX | Shares | $573 | 6K |
| Ddec | DDEC | Shares | $558 | 13K |
| Sgov | SGOV | Shares | $537 | 5K |
| Fnov | FNOV | Shares | $518 | 10K |
| Cl | CL | Shares | $513 | 6K |
| Muny | MUNY | Shares | $499 | 5K |
| Schf | SCHF | Shares | $480 | 19K |
| Abbv | ABBV | Shares | $409 | 2K |
| Fmb | FMB | Shares | $399 | 8K |
| Gdec | GDEC | Shares | $374 | 10K |
| Xlk | XLK | Shares | $306 | 2K |
| Mu | MU | Shares | $294 | 872 |
| Nee | NEE | Shares | $293 | 3K |
| Rsp | RSP | Shares | $285 | 1K |
| Jnj | JNJ | Shares | $283 | 1K |
| Abt | ABT | Shares | $283 | 3K |
| Qcoc | QCOC | Shares | $278 | 13K |
| Cost | COST | Shares | $272 | 273 |
| Apg | APG | Shares | $264 | 7K |
| Vgt | VGT | Shares | $263 | 377 |
| Cef | CEF | Shares | $244 | 5K |
| Qqq | QQQ | Shares | $239 | 415 |
| Schd | SCHD | Shares | $239 | 8K |
| Bils | BILS | Shares | $235 | 2K |
| Djan | DJAN | Shares | $218 | 5K |
| Spy | SPY | Shares | $218 | 335 |
| Igv | IGV | Shares | $217 | 3K |
| Vym | VYM | Shares | $192 | 1K |
| Meta | META | Shares | $190 | 333 |
| Cvx | CVX | Shares | $180 | 870 |
| Adi | ADI | Shares | $176 | 555 |
| Xlc | XLC | Shares | $171 | 2K |
| Bil | BIL | Shares | $169 | 2K |
| V | V | Shares | $168 | 556 |
| Yjun | YJUN | Shares | $158 | 6K |
| Xom | XOM | Shares | $149 | 879 |
| Vz | VZ | Shares | $148 | 3K |
| Mcd | MCD | Shares | $148 | 479 |
| Usmv | USMV | Shares | $147 | 2K |
| Intc | INTC | Shares | $146 | 3K |
| Grid | GRID | Shares | $145 | 886 |
| Fjul | FJUL | Shares | $144 | 3K |
| Ms | MS | Shares | $143 | 873 |
| Vlo | VLO | Shares | $139 | 563 |
| Low | LOW | Shares | $137 | 581 |
| Amgn | AMGN | Shares | $131 | 373 |
| Vik | Shares | $131 | 2K | |
| Tjx | TJX | Shares | $131 | 825 |
| Bac | BAC | Shares | $125 | 3K |
| Csco | CSCO | Shares | $125 | 2K |
| Pg | PG | Shares | $122 | 850 |
| Fbnd | FBND | Shares | $120 | 3K |
| Ibm | IBM | Shares | $118 | 489 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.