Ogorek Anthony Joseph has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $350 Million distributed in 691 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 $32M, Vanguard Total Stock Market Et with a value of $27.7M, Binc with a value of $24.8M, Vanguard Index Fds S&P 500 ETF with a value of $20.5M, and Vanguard Star Fd Vanguard Tota with a value of $15.8M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $324M to 350M.
Also it can be appreciated an additional of 43 stocks purchases and 2 closed positions.
Below you can find more details about Ogorek Anthony Joseph portfolio as well as his latest detailed transactions.
Portfolio value
$350 Million
ETFs: $177 Million
Healthcare: $21.9 Million
Technology: $21.7 Million
Financial Services: $11.8 Million
Industrials: $9.05 Million
Communication Services: $5.61 Million
Consumer Cyclical: $3.69 Million
Consumer Defensive: $2.11 Million
Other: $2.03 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
