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Joseph Foy

Ogorek Anthony Joseph Ny Adv

Assets Managed
$364.904M
Holdings
718
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0.36%(2Q avg: 2.17%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ogorek Anthony Joseph Ny Adv's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 718 positions.

Assets under management

The assets under management (AUM) of Ogorek Anthony Joseph Ny Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 364.904M in assets, with a quarterly growth rate of 0.36% and a 2-quarter average growth rate of 2.17%. The portfolio is managed by Joseph Foy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 12.03%
10.63%
$38.777M
746,729 shares@ $51.93 avg price
DJUL
Ft Vest Us Equity Deep Buffe
Recent Activity
Decreased -2.59%
7.94%
$28.943M
619,238 shares@ $46.74 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.48%
7.44%
$27.135M
84,583 shares@ $320.81 avg price
YDEC
Ft Vest International Equity
Recent Activity
Increased 60091.38%
5.79%
$21.101M
802,351 shares@ $26.3 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -6.26%
4.8%
$17.482M
29,256 shares@ $597.56 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 2.15%
4.52%
$16.474M
213,651 shares@ $77.11 avg price
CVLC
Calvert Us L-c Cr Resp Index
Recent Activity
Increased 0.19%
4.26%
$15.54M
194,111 shares@ $80.06 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -2.98%
3.75%
$13.656M
544,064 shares@ $25.1 avg price
DOCT
Ft Vest U.s. Equity Deep Buf
Recent Activity
Decreased -5%
3.41%
$12.428M
286,176 shares@ $43.43 avg price
VSGX
Vanguard Esg Intl Stock Etf
Recent Activity
Increased 0.6%
3.1%
$11.305M
157,609 shares@ $71.73 avg price

1-10 of 718