Ogorek Anthony Joseph /NY/
640 holdingsFiling period: 2026-06-30Current AUM: $401.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BINC | Binc | 754.9K | $39.5M | $38.3M | 9.54% | +289.9K | 2026-06-30 |
| 2 | VTI | Vti | 84.6K | $31.3M | $31.8M | 7.93% | +382 | 2026-06-30 |
| 3 | DJUL | Djul | 589.9K | $29.6M | $30.3M | 7.56% | -95,861 | 2026-06-30 |
| 4 | YDEC | Ydec | 799.0K | $22.0M | $22.2M | 5.54% | -- | 2026-06-30 |
| 5 | VOO | Voo | 29.0K | $19.9M | $20.4M | 5.09% | -4,411 | 2026-06-30 |
| 6 | VXUS | Vxus | 213.8K | $18.3M | $17.7M | 4.41% | -1,156 | 2026-06-30 |
| 7 | SCHB | Schb | 542.0K | $15.7M | $15.9M | 3.97% | -43,360 | 2026-06-30 |
| 8 | CVLC | Cvlc | 149.5K | $14.1M | $14.1M | 3.51% | -43,060 | 2026-06-30 |
| 9 | DOCT | Doct | 284.4K | $13.3M | $13.7M | 3.43% | -19,138 | 2026-06-30 |
| 10 | VSGX | Vsgx | 139.1K | $11.5M | $10.9M | 2.72% | -15,740 | 2026-06-30 |
| 11 | SCHI | Schi | 473.4K | $10.7M | $10.3M | 2.56% | +465.5K | 2026-06-30 |
| 12 | PAVE | Pave | 168.0K | $9.9M | $8.8M | 2.18% | -62,466 | 2026-06-30 |
| 13 | LLY | Lly | 8.2K | $9.8M | $10.4M | 2.60% | -4,296 | 2026-06-30 |
| 14 | DNOV | Dnov | 185.6K | $9.5M | $9.8M | 2.45% | +12.4K | 2026-06-30 |
| 15 | VUG | Vug | 110.0K | $9.5M | $9.6M | 2.40% | +90.9K | 2026-06-30 |
| 16 | CAT | Cat | 8.7K | $9.3M | $6.0M | 1.50% | -4,423 | 2026-06-30 |
| 17 | — | Mdt | 104.7K | $8.2M | $8.2M | 2.04% | +483 | 2026-06-30 |
| 18 | VEXC | Vexc | 78.6K | $7.6M | $7.2M | 1.79% | -- | 2026-06-30 |
| 19 | MINT | Mint | 73.8K | $7.4M | $7.4M | 1.85% | -- | 2026-06-30 |
| 20 | VIG | Vig | 29.8K | $7.1M | $7.3M | 1.82% | -3,037 | 2026-06-30 |
| 21 | BRK-B | Brk.B | 13.1K | $6.5M | $6.5M | 1.63% | -483 | 2026-06-30 |
| 22 | AAPL | Aapl | 21.5K | $6.2M | $7.4M | 1.84% | -1,860 | 2026-06-30 |
| 23 | MUNY | Muny | 57.9K | $6.0M | $5.8M | 1.44% | -- | 2026-06-30 |
| 24 | YMAR | Ymar | 153.9K | $4.4M | $4.5M | 1.11% | -360,984 | 2026-06-30 |
| 25 | AVGO | Avgo | 9.9K | $3.7M | $3.2M | 0.81% | -5,091 | 2026-06-30 |
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