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Portfolio (Quarterly) Guide ↗

Bogart Wealth, LLC

· CIK 0001715740
13F Portfolio $2.9B AUM 2,013 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 547 New 844 Added 227 Reduced 120 Exited
Page 8 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ONTO ONTO INNOVATION INC COM Technology 12.0 $5K NEW $378.42 -22.7%
142 FS SPECIALTY LENDING FD COM SH BEN INT 399.0 $4K NEW $11.15
143 VLYPN VALLEY NATL BANCORP COM 303.0 $4K NEW $14.65
144 SJM SMUCKER J M CO COM NEW Consumer Defensive 39.0 $4K NEW $112.51 +17.2%
145 SOC SABLE OFFSHORE CORP COM SHS Energy 1,410.0 $4K NEW $3.08 +51.3%
146 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 31.0 $4K NEW $139.94 +1.9%
147 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 48.0 $4K NEW $89.48 -24.9%
148 FFIV F5 INC COM Technology 10.0 $4K NEW $416.00 -1.4%
149 AVTR AVANTOR INC COM Healthcare 413.0 $4K NEW $9.90 +47.6%
150 HALO HALOZYME THERAPEUTICS INC COM Healthcare 52.0 $4K NEW $78.27 +36.6%
151 BYD BOYD GAMING CORP COM Consumer Cyclical 46.0 $4K NEW $88.33 -9.9%
152 TWI TITAN INTL INC ILL COM Industrials 516.0 $4K NEW $7.71 -9.3%
153 INGR INGREDION INC COM Consumer Defensive 41.0 $4K NEW $94.71 +9.3%
154 ADVE MATTHEWS ASIA DIVIDEND ACTIVE ETF 83.0 $4K NEW $46.05 +1.1%
155 MTW MANITOWOC CO INC COM NEW Industrials 271.0 $4K NEW $13.89 +36.9%
156 PERSHING SQUARE USA LTD COM SHS 100.0 $4K NEW $37.38
157 TEX TEREX CORP NEW COM Industrials 51.0 $4K NEW $72.39 -10.8%
158 MTN VAIL RESORTS INC COM Consumer Cyclical 27.0 $4K NEW $136.15 +6.2%
159 EWS ISHARES MSCI SINGAPORE ETF 123.0 $4K NEW $29.61 +14.8%
160 LEG LEGGETT & PLATT INC COM Consumer Cyclical 298.0 $3K NEW $11.71 -21.4%
Page 8 of 28  ·  547 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 15.3%
Healthcare 11.7%
Industrials 9.9%
Communication Services 7.6%
Consumer Defensive 5.8%
Consumer Cyclical 5.1%
Utilities 4.8%
Energy 3.7%
Real Estate 3.2%