Ogorek Anthony Joseph has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $324 Million distributed in 693 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exch Trd Fd Viii Ft C with a value of $30.8M, Vanguard Total Stock Market Et with a value of $25.6M, Binc with a value of $22.8M, Vanguard Index Fds S&P 500 ETF with a value of $18.9M, and Vanguard Star Fd Vanguard Tota with a value of $14.9M.
Examining the 13F form we can see an increase of $19.7M in the current position value, from $304M to 324M.
Also it can be appreciated an additional of 47 stocks purchases and 1 closed positions.
Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.
Portfolio value
$324 Million
ETFs: $165 Million
Healthcare: $20.1 Million
Technology: $18.9 Million
Financial Services: $11.1 Million
Industrials: $7.77 Million
Communication Services: $4.34 Million
Consumer Cyclical: $3.51 Million
Consumer Defensive: $1.88 Million
Other: $1.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
