OGOREK ANTHONY JOSEPH /NY/ /ADV: 13F holdings
CIK 7143642026Q2
| Positions | 715 |
|---|
| Reported value | $402.7m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 715 (-3 vs prior quarter) |
|---|
| Reported value | $402.7m (+10.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BINC BINC | 754,941 | $39.5m | 9.8% |
| VTI VTI | 84,645 | $31.3m | 7.8% |
| DJUL DJUL | 589,876 | $29.6m | 7.3% |
| YDEC | 798,972 | $22.0m | 5.5% |
| VOO VOO | 29,036 | $19.9m | 5.0% |
| VXUS VXUS | 213,815 | $18.3m | 4.5% |
| SCHB SCHB | 541,958 | $15.7m | 3.9% |
| CVLC CVLC | 149,517 | $14.1m | 3.5% |
| DOCT DOCT | 284,386 | $13.3m | 3.3% |
| VSGX VSGX | 139,089 | $11.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="714364")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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