Ogorek Anthony Joseph Portfolio Holdings
Ogorek Anthony Joseph
- $350 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 691
- Current Value $350 Million
- Prior Value $324 Million
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 43 stocks
- Additional Purchases 276 stocks
- Sold out of 2 stocks
- Reduced holdings in 152 stocks