OGOREK ANTHONY JOSEPH /NY/ /ADV
CIK: 714364
Holdings (693)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 7, 2026
- BINC
BINC
$40K
754,941 sh9.81%+1.1% - VTI
VTI
$31K
84,645 sh7.78%+0.1% - DJUL
DJUL
$30K
589,876 sh7.34%-4.7% - YDEC
YDEC
$22K
798,972 sh5.46%-0.4% - VOO
VOO
$20K
29,036 sh4.95%-0.8% - VXUS
VXUS
$18K
213,815 sh4.54%+0.1% - SCHB
SCHB
$16K
541,958 sh3.90%-0.4% - CVLC
CVLC
$14K
149,517 sh3.51%-23.0% - DOCT
DOCT
$13K
284,386 sh3.30%-0.6% - VSGX
VSGX
$11K
139,089 sh2.84%-11.8% - SCHI
SCHI
$11K
473,448 sh2.66%+1.3% - PAVE
PAVE
$10K
167,987 sh2.46%-0.2% - LLY
LLY
$10K
8,159 sh2.43%-16.0% - DNOV
DNOV
$10K
185,611 sh2.37%-0.1% - VUG
VUG
$9K
110,032 sh2.35%-1.1% - CAT
CAT
$9K
8,711 sh2.30%-18.3% - MDT
MDT
$8K
104,699 sh2.03%+0.2% - VEXC
VEXC
$8K
78,640 sh1.87%-0.7% - MINT
MINT
$7K
73,805 sh1.85%+0.2% - VIG
VIG
$7K
29,849 sh1.75%-0.9% - BRK.B
BRK.B
$7K
13,069 sh1.62%-0.5% - AAPL
AAPL
$6K
21,460 sh1.54%+0.5% - MUNY
MUNY
$6K
57,890 sh1.49%+1086.5% - YMAR
YMAR
$4K
153,873 sh1.09%-0.3% - AVGO
AVGO
$4K
9,855 sh0.92%-0.4% - DSEP
DSEP
$4K
74,812 sh0.88%+0.0% - FAPR
FAPR
$3K
72,699 sh0.84%-4.2% - GOOGL
GOOGL
$3K
8,967 sh0.80%-1.0% - GOOG
GOOG
$3K
8,830 sh0.77%+0.9% - GJAN
GJAN
$3K
68,836 sh0.77%+0.0% - VGK
VGK
$3K
34,775 sh0.76%+0.2% - AMZN
AMZN
$2K
9,806 sh0.58%+0.0% - CLOA
CLOA
$2K
44,422 sh0.57%+7734.6% - PANW
PANW
$2K
5,942 sh0.50%-19.1% - DELL
DELL
$2K
4,311 sh0.46%+0.3% - VBIL
VBIL
$2K
24,272 sh0.46%New - IEI
IEI
$2K
13,434 sh0.39%+0.7% - DMAY
DMAY
$2K
32,998 sh0.39%+0.0% - MLN
MLN
$2K
86,344 sh0.38%+0.7% - BRK.A
BRK.A
$1K
2 sh0.37%+0.0% - MGV
MGV
$1K
8,670 sh0.35%+0.3% - MSFT
MSFT
$1K
3,506 sh0.32%-2.0% - VTEB
VTEB
$1K
23,780 sh0.30%+0.7% - NVDA
NVDA
$1K
5,918 sh0.29%-0.0% - APH
APH
$957
5,427 sh0.24%+0.0% - SCHG
SCHG
$920
27,198 sh0.23%-1.8% - JPM
JPM
$856
2,616 sh0.21%+1.6% - MU
MU
$695
602 sh0.17%-31.0% - WMT
WMT
$683
6,030 sh0.17%+5.5% - DDEC
DDEC
$597
12,616 sh0.15%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 BINC BINC | 754,941 | $40K | +1.1% | 9.81% | Q2 2026 |
 VTI VTI | 84,645 | $31K | +0.1% | 7.78% | Q2 2026 |
 DJUL DJUL | 589,876 | $30K | -4.7% | 7.34% | Q2 2026 |
 YDEC YDEC | 798,972 | $22K | -0.4% | 5.46% | Q2 2026 |
 VOO VOO | 29,036 | $20K | -0.8% | 4.95% | Q2 2026 |
 VXUS VXUS | 213,815 | $18K | +0.1% | 4.54% | Q2 2026 |
 SCHB SCHB | 541,958 | $16K | -0.4% | 3.90% | Q2 2026 |
 CVLC CVLC | 149,517 | $14K | -23.0% | 3.51% | Q2 2026 |
 DOCT DOCT | 284,386 | $13K | -0.6% | 3.30% | Q2 2026 |
 VSGX VSGX | 139,089 | $11K | -11.8% | 2.84% | Q2 2026 |
 SCHI SCHI | 473,448 | $11K | +1.3% | 2.66% | Q2 2026 |
 PAVE PAVE | 167,987 | $10K | -0.2% | 2.46% | Q2 2026 |
 LLY LLY | 8,159 | $10K | -16.0% | 2.43% | Q2 2026 |
 DNOV DNOV | 185,611 | $10K | -0.1% | 2.37% | Q2 2026 |
 VUG VUG | 110,032 | $9K | -1.1% | 2.35% | Q2 2026 |
 CAT CAT | 8,711 | $9K | -18.3% | 2.30% | Q2 2026 |
 MDT MDT | 104,699 | $8K | +0.2% | 2.03% | Q2 2026 |
 VEXC VEXC | 78,640 | $8K | -0.7% | 1.87% | Q2 2026 |
 MINT MINT | 73,805 | $7K | +0.2% | 1.85% | Q2 2026 |
 VIG VIG | 29,849 | $7K | -0.9% | 1.75% | Q2 2026 |
 BRK.B BRK.B | 13,069 | $7K | -0.5% | 1.62% | Q2 2026 |
 AAPL AAPL | 21,460 | $6K | +0.5% | 1.54% | Q2 2026 |
 MUNY MUNY | 57,890 | $6K | +1086.5% | 1.49% | Q2 2026 |
 YMAR YMAR | 153,873 | $4K | -0.3% | 1.09% | Q2 2026 |
 AVGO AVGO | 9,855 | $4K | -0.4% | 0.92% | Q2 2026 |
 DSEP DSEP | 74,812 | $4K | +0.0% | 0.88% | Q2 2026 |
 FAPR FAPR | 72,699 | $3K | -4.2% | 0.84% | Q2 2026 |
 GOOGL GOOGL | 8,967 | $3K | -1.0% | 0.80% | Q2 2026 |
 GOOG GOOG | 8,830 | $3K | +0.9% | 0.77% | Q2 2026 |
 GJAN GJAN | 68,836 | $3K | +0.0% | 0.77% | Q2 2026 |
 VGK VGK | 34,775 | $3K | +0.2% | 0.76% | Q2 2026 |
 AMZN AMZN | 9,806 | $2K | +0.0% | 0.58% | Q2 2026 |
 CLOA CLOA | 44,422 | $2K | +7734.6% | 0.57% | Q2 2026 |
 PANW PANW | 5,942 | $2K | -19.1% | 0.50% | Q2 2026 |
 DELL DELL | 4,311 | $2K | +0.3% | 0.46% | Q2 2026 |
 VBIL VBIL | 24,272 | $2K | New | 0.46% | Q2 2026 |
 IEI IEI | 13,434 | $2K | +0.7% | 0.39% | Q2 2026 |
 DMAY DMAY | 32,998 | $2K | +0.0% | 0.39% | Q2 2026 |
 MLN MLN | 86,344 | $2K | +0.7% | 0.38% | Q2 2026 |
 BRK.A BRK.A | 2 | $1K | +0.0% | 0.37% | Q2 2026 |
 MGV MGV | 8,670 | $1K | +0.3% | 0.35% | Q2 2026 |
 MSFT MSFT | 3,506 | $1K | -2.0% | 0.32% | Q2 2026 |
 VTEB VTEB | 23,780 | $1K | +0.7% | 0.30% | Q2 2026 |
 NVDA NVDA | 5,918 | $1K | -0.0% | 0.29% | Q2 2026 |
 APH APH | 5,427 | $957 | +0.0% | 0.24% | Q2 2026 |
 SCHG SCHG | 27,198 | $920 | -1.8% | 0.23% | Q2 2026 |
 JPM JPM | 2,616 | $856 | +1.6% | 0.21% | Q2 2026 |
 MU MU | 602 | $695 | -31.0% | 0.17% | Q2 2026 |
 WMT WMT | 6,030 | $683 | +5.5% | 0.17% | Q2 2026 |
 DDEC DDEC | 12,616 | $597 | +0.0% | 0.15% | Q2 2026 |
1-50 of 693 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About OGOREK ANTHONY JOSEPH /NY/ /ADV
OGOREK ANTHONY JOSEPH /NY/ /ADV is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 714364). Signal8 holds 21 13F filings from it. Its SEC filings list New York as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 7, 2026. That report lists 693 securities, not counting options, up from 683 in Q1 2026.
Its five largest reported positions, in order, are BINC (BINC), VTI (VTI), DJUL (DJUL), YDEC (YDEC) and VOO (VOO). The next five are VXUS (VXUS), SCHB (SCHB), CVLC (CVLC), DOCT (DOCT) and VSGX (VSGX).
Recent 13F filings by OGOREK ANTHONY JOSEPH /NY/ /ADV
- Q2 2026: 13F-HR filed Aug 7, 2026, listing 693 securities.
- Q1 2026: 13F-HR/A filed May 11, 2026, listing 692 securities.
- Q1 2026: 13F-HR filed May 11, 2026, listing 683 securities.
- Q4 2025: 13F-HR filed Jan 23, 2026, listing 708 securities.
- Q3 2025: 13F-HR filed Nov 4, 2025, listing 691 securities.
- Q2 2025: 13F-HR filed Aug 8, 2025, listing 693 securities.