Ogorek Anthony Joseph Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Ogorek Anthony Joseph disclosed 706 stock positions valued at approximately $402.72M as of quarter-end June 30, 2026. The largest holdings include BINC, VTI, and DJUL.
- Report Period
- June 30, 2026
- No. of Stocks
- 706
- Portfolio Value
- $402.72M
Holdings by Sector
Ogorek Anthony Joseph Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BINC | BINC | Other | 9.81% | 754,941 | +289,945 | +62.35% | $39,513,000 |
| VTI | VTI | Other | 7.78% | 84,645 | +382 | +0.45% | $31,322,000 |
| DJUL | DJUL | Other | 7.34% | 589,876 | -95,861 | -13.98% | $29,579,000 |
| YDEC | YDEC | Other | 5.46% | 798,972 | +797,639 | +59837.88% | $22,007,000 |
| VOO | VOO | Other | 4.95% | 29,036 | -4,411 | -13.19% | $19,942,000 |
| VXUS | VXUS | Other | 4.54% | 213,815 | -1,156 | -0.54% | $18,279,000 |
| SCHB | SCHB | Other | 3.90% | 541,958 | -43,360 | -7.41% | $15,695,000 |
| CVLC | CVLC | Other | 3.51% | 149,517 | -43,060 | -22.36% | $14,124,000 |
| DOCT | DOCT | Other | 3.30% | 284,386 | -19,138 | -6.31% | $13,275,000 |
| VSGX | VSGX | Other | 2.84% | 139,089 | -15,740 | -10.17% | $11,452,000 |
| SCHI | SCHI | Other | 2.66% | 473,448 | +465,456 | +5824.02% | $10,718,000 |
| PAVE | PAVE | Other | 2.46% | 167,987 | -62,466 | -27.11% | $9,897,000 |
| LLY | LLY | Healthcare | 2.43% | 8,159 | -4,296 | -34.49% | $9,786,000 |
| DNOV | DNOV | Other | 2.37% | 185,611 | +12,420 | +7.17% | $9,531,000 |
| VUG | VUG | Other | 2.35% | 110,032 | +90,942 | +476.39% | $9,478,000 |
| CAT | CAT | Industrials | 2.30% | 8,711 | -4,423 | -33.68% | $9,277,000 |
| MDT | MDT | Other | 2.03% | 104,699 | +483 | +0.46% | $8,190,000 |
| VEXC | VEXC | Other | 1.87% | 78,640 | +78,640 | +100.00% | $7,551,000 |
| MINT | MINT | Other | 1.85% | 73,805 | +73,805 | +100.00% | $7,440,000 |
| VIG | VIG | Other | 1.75% | 29,849 | -3,037 | -9.23% | $7,062,000 |
| BRK.B | BRK-B | Financial Services | 1.62% | 13,069 | -483 | -3.56% | $6,539,000 |
| AAPL | AAPL | Technology | 1.54% | 21,460 | -1,860 | -7.98% | $6,209,000 |
| MUNY | MUNY | Other | 1.49% | 57,890 | +57,890 | +100.00% | $6,020,000 |
| YMAR | YMAR | Other | 1.09% | 153,873 | -360,984 | -70.11% | $4,409,000 |
| AVGO | AVGO | Technology | 0.92% | 9,855 | -5,091 | -34.06% | $3,722,000 |
| DSEP | DSEP | Other | 0.88% | 74,812 | -1,995 | -2.60% | $3,549,000 |
| FAPR | FAPR | Other | 0.84% | 72,699 | -33,861 | -31.78% | $3,397,000 |
| GOOGL | GOOGL | Communication Services | 0.80% | 8,967 | -546 | -5.74% | $3,204,000 |
| GOOG | GOOG | Communication Services | 0.77% | 8,830 | -611 | -6.47% | $3,120,000 |
| GJAN | GJAN | Other | 0.77% | 68,836 | +68,836 | +100.00% | $3,099,000 |
Showing 30 of 706 holdings in the latest reporting period.