Ogorek Anthony Joseph Portfolio Stock Holdings
Ogorek Anthony Joseph disclosed 691 stock positions valued at approximately $349,680 in its latest SEC 13F filing. The largest holdings include DJUL, VTI, and BINC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 691
- Portfolio Value
- $349.7K
Holdings by Sector
Ogorek Anthony Joseph Portfolio Holdings in Q1 2026
682 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DJUL | DJUL | Other | 9.16% | 685,737 | +50,023 | +7.87% | $32,020 |
| VTI | VTI | Other | 7.91% | 84,263 | +84 | +0.10% | $27,652 |
| BINC | BINC | Other | 7.08% | 464,996 | -201,555 | -30.24% | $24,756 |
| VOO | VOO | Other | 5.86% | 33,447 | +2,234 | +7.16% | $20,482 |
| VXUS | VXUS | Other | 4.52% | 214,971 | +5,801 | +2.77% | $15,791 |
| CVLC | CVLC | Other | 4.51% | 192,577 | -1,183 | -0.61% | $15,766 |
| SCHB | SCHB | Other | 4.30% | 585,318 | +24,526 | +4.37% | $15,048 |
| YMAR | YMAR | Other | 3.87% | 514,857 | +49,476 | +10.63% | $13,518 |
| YSEP | YSEP | Other | 3.79% | 520,411 | +5,388 | +1.05% | $13,270 |
| DOCT | DOCT | Other | 3.75% | 303,524 | +2,286 | +0.76% | $13,113 |
| PAVE | PAVE | Other | 3.14% | 230,453 | +54,528 | +31.00% | $10,976 |
| VSGX | VSGX | Other | 3.07% | 154,829 | -1,848 | -1.18% | $10,740 |
| MDT | MDT | Other | 2.84% | 104,216 | - | - | $9,925 |
| LLY | LLY | Healthcare | 2.72% | 12,455 | +371 | +3.07% | $9,503 |
| VUG | VUG | Other | 2.62% | 19,090 | +153 | +0.81% | $9,156 |
| DNOV | DNOV | Other | 2.32% | 173,191 | -13,225 | -7.09% | $8,108 |
| VIG | VIG | Other | 2.03% | 32,886 | -150 | -0.45% | $7,096 |
| BRKB | BRK-B | Financial Services | 1.95% | 13,552 | +331 | +2.50% | $6,813 |
| CAT | CAT | Industrials | 1.79% | 13,134 | +299 | +2.33% | $6,267 |
| AAPL | AAPL | Technology | 1.70% | 23,320 | +525 | +2.30% | $5,938 |
| AVGO | AVGO | Technology | 1.41% | 14,946 | +317 | +2.17% | $4,931 |
| FAPR | FAPR | Other | 1.33% | 106,560 | +2,915 | +2.81% | $4,635 |
| DSEP | DSEP | Other | 0.97% | 76,807 | -1,297 | -1.66% | $3,394 |
| DELL | DELL | Technology | 0.84% | 20,635 | +291 | +1.43% | $2,925 |
| GOOGL | GOOGL | Communication Services | 0.66% | 9,513 | +401 | +4.40% | $2,312 |
| GOOG | GOOG | Communication Services | 0.66% | 9,441 | +449 | +4.99% | $2,299 |
| AMZN | AMZN | Consumer Cyclical | 0.65% | 10,388 | +615 | +6.29% | $2,281 |
| DMAY | DMAY | Other | 0.60% | 47,563 | +9,769 | +25.85% | $2,108 |
| MSFT | MSFT | Technology | 0.58% | 3,905 | +297 | +8.23% | $2,022 |
| MLN | MLN | Other | 0.54% | 107,839 | +21,318 | +24.64% | $1,885 |
| DAPR | DAPR | Other | 0.52% | 46,906 | +1,943 | +4.32% | $1,812 |
| MGV | MGV | Other | 0.52% | 13,138 | -70 | -0.53% | $1,809 |
| PANW | PANW | Technology | 0.50% | 8,576 | -15 | -0.17% | $1,746 |
| VGK | VGK | Other | 0.45% | 19,620 | -4,527 | -18.75% | $1,565 |
| FMB | FMB | Other | 0.44% | 30,186 | +22,523 | +293.92% | $1,530 |
| BRK.A | BRK-A | Financial Services | 0.43% | 2 | - | - | $1,508 |
| ADP | ADP | Technology | 0.34% | 4,014 | -26 | -0.64% | $1,178 |
| VTEB | VTEB | Other | 0.33% | 23,280 | -220 | -0.94% | $1,165 |
| NVDA | NVDA | Technology | 0.32% | 6,067 | +183 | +3.11% | $1,132 |
| IEI | IEI | Other | 0.30% | 8,637 | -1,686 | -16.33% | $1,032 |
| SCHG | SCHG | Other | 0.26% | 28,207 | +229 | +0.82% | $900 |
| JPM | JPM | Financial Services | 0.25% | 2,725 | +128 | +4.93% | $859 |
| IHI | IHI | Other | 0.20% | 11,750 | -9 | -0.08% | $705 |
| YJUN | YJUN | Other | 0.20% | 27,485 | +4,593 | +20.06% | $689 |
| APH | APH | Technology | 0.19% | 5,487 | +36 | +0.66% | $679 |
| WMT | WMT | Consumer Defensive | 0.19% | 6,432 | +720 | +12.61% | $662 |
| FNOV | FNOV | Other | 0.15% | 9,764 | +49 | +0.50% | $516 |
| DFEB | DFEB | Other | 0.14% | 10,741 | +20 | +0.19% | $499 |
| CL | CL | Consumer Defensive | 0.14% | 5,953 | +18 | +0.30% | $475 |
| ABBV | ABBV | Healthcare | 0.13% | 1,939 | +53 | +2.81% | $448 |
| DMAR | DMAR | Other | 0.12% | 10,736 | +190 | +1.80% | $437 |
| SGOV | SGOV | Other | 0.12% | 4,209 | -1,454 | -25.68% | $423 |
| META | META | Communication Services | 0.12% | 570 | +77 | +15.62% | $419 |
| SCHF | SCHF | Other | 0.12% | 17,602 | -642 | -3.52% | $409 |
| ABT | ABT | Healthcare | 0.11% | 2,884 | +69 | +2.45% | $386 |
| XLK | XLK | Other | 0.09% | 1,153 | -1,153 | -50.00% | $325 |
| DJUN | DJUN | Other | 0.09% | 6,813 | - | - | $316 |
| IGV | IGV | Other | 0.09% | 2,711 | - | - | $311 |
| RSP | RSP | Other | 0.09% | 1,573 | -2 | -0.13% | $298 |
| VGT | VGT | Other | 0.08% | 380 | - | - | $283 |
| BILS | BILS | Other | 0.08% | 2,715 | - | - | $270 |
| DDEC | DDEC | Other | 0.07% | 5,715 | -8,906 | -60.91% | $250 |
| JNJ | JNJ | Healthcare | 0.07% | 1,342 | +130 | +10.73% | $248 |
| COST | COST | Consumer Defensive | 0.07% | 267 | +1 | +0.38% | $247 |
| NEE | NEE | Utilities | 0.07% | 3,212 | +56 | +1.77% | $242 |
| QQQ | QQQ | Other | 0.07% | 392 | - | - | $235 |
| APG | APG | Industrials | 0.06% | 6,532 | - | - | $224 |
| ORCL | ORCL | Technology | 0.06% | 790 | +61 | +8.37% | $222 |
| SPY | SPY | Other | 0.06% | 333 | -1 | -0.30% | $222 |
| DJAN | DJAN | Other | 0.06% | 5,220 | +87 | +1.69% | $219 |
| SCHD | SCHD | Other | 0.06% | 7,774 | -18 | -0.23% | $212 |
| V | V | Financial Services | 0.06% | 611 | +18 | +3.04% | $208 |
| XLC | XLC | Other | 0.06% | 1,755 | -4 | -0.23% | $207 |
| SCHI | SCHI | Other | 0.05% | 7,992 | -160,984 | -95.27% | $184 |
| HD | HD | Consumer Cyclical | 0.05% | 425 | +78 | +22.48% | $172 |
| MU | MU | Technology | 0.05% | 995 | +73 | +7.92% | $166 |
| BAC | BAC | Financial Services | 0.05% | 3,171 | +510 | +19.17% | $163 |
| SCHX | SCHX | Other | 0.05% | 6,207 | -1 | -0.02% | $163 |
| INTC | INTC | Technology | 0.05% | 4,835 | +962 | +24.84% | $162 |
| IBM | IBM | Technology | 0.04% | 550 | +56 | +11.34% | $155 |
| VZ | VZ | Communication Services | 0.04% | 3,529 | +531 | +17.71% | $155 |
| FJUL | FJUL | Other | 0.04% | 2,805 | +167 | +6.33% | $153 |
| ADI | ADI | Technology | 0.04% | 610 | +1 | +0.16% | $150 |
| MS | MS | Financial Services | 0.04% | 945 | +59 | +6.66% | $150 |
| USMV | USMV | Other | 0.04% | 1,568 | +165 | +11.76% | $149 |
| PG | PG | Consumer Defensive | 0.04% | 967 | +124 | +14.71% | $148 |
| CSCO | CSCO | Technology | 0.04% | 2,168 | +525 | +31.95% | $148 |
| LOW | LOW | Consumer Cyclical | 0.04% | 591 | +28 | +4.97% | $148 |
| MCD | MCD | Consumer Cyclical | 0.04% | 471 | -8 | -1.67% | $143 |
| XOM | XOM | Energy | 0.04% | 1,211 | +332 | +37.77% | $136 |
| C | C | Financial Services | 0.04% | 1,293 | +344 | +36.25% | $131 |
| BNDX | BNDX | Other | 0.04% | 2,649 | +2,649 | +100.00% | $131 |
| WFC | WFC | Financial Services | 0.04% | 1,558 | +349 | +28.87% | $130 |
| CVX | CVX | Energy | 0.04% | 818 | +155 | +23.38% | $127 |
| TJX | TJX | Consumer Cyclical | 0.04% | 871 | +46 | +5.58% | $126 |
| FBND | FBND | Other | 0.03% | 2,650 | - | - | $122 |
| VOT | VOT | Other | 0.03% | 412 | - | - | $121 |
| TSLA | TSLA | Consumer Cyclical | 0.03% | 272 | +31 | +12.86% | $120 |
| PYPL | PYPL | Financial Services | 0.03% | 1,740 | +113 | +6.95% | $116 |
| FFEB | FFEB | Other | 0.03% | 2,105 | +753 | +55.70% | $116 |