account_balance

Investment manager · 13F filer · SEC CIK 714364

Ogorek Anthony Joseph

Reported value$403Mas of Sep 30, 2026

Positions745 74 new, 28 sold out

Top 10 weight52.5%BINC alone is 9%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

BINCBinc

9.5%

VTIVti

7.8%

DJULDjul

7.5%

YDECYdec

5.5%

VXUSVxus

4.5%

VOOVoo

4.3%Trimmed −15%

SCHB

3.7%Trimmed −7%

CVLC

3.5%

DOCTDoct

3.4%

VSGX

2.8%

SCHISchi

2.5%

VUGVug

2.4%

BINCBinc

9.5%

VTIVti

7.8%

DJULDjul

7.5%

YDECYdec

5.5%

VXUSVxus

4.5%

VOOVoo

4.3%

SCHB

3.7%

CVLC

3.5%

DOCT3.4%

VSGX

SCHI2.5%

VUG2.4%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

BINC Binc 9.5% Held

VTI Vti 7.8% Held

DJUL Djul 7.5% Held

YDEC Ydec 5.5% Held

VXUS Vxus 4.5% Held

VOO Voo 4.3% Trimmed −15%

SCHB 3.7% Trimmed −7%

CVLC 3.5% Held

DOCT Doct 3.4% Held

VSGX 2.8% Held

SCHI Schi 2.5% Held

VUG Vug 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing

add_circleNew

FNDX $4.58M
DAUG $178K
CIBR $75K
WST $63K

arrow_upwardAdded

CLOA +77%
DSEP +36%
MUNY +13%
JPM +8%

arrow_downwardTrimmed

DELL −39%
NVDA −31%
CAT −23%
LLY −19%

remove_circleSold out

AVB $10K
BF-B $6K
SE $6K
ELE $6K

Ogorek Anthony Joseph

Where the money is

Biggest moves since Jun 30, 2026

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