Ogorek Anthony Joseph
Annual return '25
+40.2%
SPY '25
+17.7%
Alpha
+22.5ptsvs SPY
Invested
$365K
Holdings
713
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BINC
BINC
Held since at least Q1 2024
10.6%
02
$DJUL
DJUL
Held since at least Q1 2024
7.9%
03
$VTI
VTI
Q1 2026: Sold 4.7% (5.2k → 4.9k shares)
7.4%
04
$YDEC
YDEC
Held since at least Q1 2024
5.8%
05
$VOO
VOO
Q1 2026: Sold 60.4% (1.3k → 495 shares)
4.8%
06
$VXUS
VXUS
Q4 2025: New position (1.5k shares)
4.5%
07
$CVLC
CVLC
Held since at least Q1 2024
4.3%
08
$SCHB
SCHB
Q1 2026: Sold 14.9% (1.10M → 938.3k shares)
3.7%
09
$DOCT
DOCT
Held since at least Q1 2024
3.4%
10
$VSGX
VSGX
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:35 UTC.