Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OGOREK ANTHONY JOSEPH /NY/ /ADV (CIK 714364) reported $402.7M across 689 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BINC ($39.5M, 9.81%), VTI ($31.3M, 7.78%), DJUL ($29.6M, 7.34%), YDEC ($22.0M, 5.46%), VOO ($19.9M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BINC | BINC | $39.5M | 9.81% | 754,941 | Added |
| 2 | VTI | VTI | $31.3M | 7.78% | 84,645 | Added |
| 3 | DJUL | DJUL | $29.6M | 7.34% | 589,876 | Trimmed |
| 4 | YDEC | YDEC | $22.0M | 5.46% | 798,972 | Trimmed |
| 5 | VOO | VOO | $19.9M | 4.95% | 29,036 | Trimmed |
| 6 | VXUS | VXUS | $18.3M | 4.54% | 213,815 | Added |
| 7 | SCHB | SCHB | $15.7M | 3.90% | 541,958 | Trimmed |
| 8 | CVLC | CVLC | $14.1M | 3.51% | 149,517 | Trimmed |
| 9 | DOCT | DOCT | $13.3M | 3.30% | 284,386 | Trimmed |
| 10 | VSGX | VSGX | $11.5M | 2.84% | 139,089 | Trimmed |
| 11 | SCHI | SCHI | $10.7M | 2.66% | 473,448 | Added |
| 12 | PAVE | PAVE | $9.9M | 2.46% | 167,987 | Trimmed |
| 13 | LLY | LLY | $9.8M | 2.43% | 8,159 | Trimmed |
| 14 | DNOV | DNOV | $9.5M | 2.37% | 185,611 | Trimmed |
| 15 | VUG | VUG | $9.5M | 2.35% | 110,032 | Added |
| 16 | CAT | CAT | $9.3M | 2.30% | 8,711 | Trimmed |
| 17 | MDT | MDT | $8.2M | 2.03% | 104,699 | Added |
| 18 | VEXC | VEXC | $7.6M | 1.87% | 78,640 | Trimmed |
| 19 | MINT | MINT | $7.4M | 1.85% | 73,805 | Added |
| 20 | VIG | VIG | $7.1M | 1.75% | 29,849 | Trimmed |
| 21 | BRKB | BRK.B | $6.5M | 1.62% | 13,069 | Trimmed |
| 22 | AAPL | AAPL | $6.2M | 1.54% | 21,460 | Added |
| 23 | MUNY | MUNY | $6.0M | 1.49% | 57,890 | Added |
| 24 | YMAR | YMAR | $4.4M | 1.09% | 153,873 | Trimmed |
| 25 | AVGO | AVGO | $3.7M | 0.92% | 9,855 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30