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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 21 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SOLV SOLVENTUM CORP COM SHS Healthcare 407.0 $31K 0.00% +226.0 +124.9% $77.15 +16.1%
402 MCO MOODYS CORP COM Financial Services 69.0 $31K 0.00% +7.0 +11.3% $453.28 +11.0%
403 WRB BERKLEY W R CORP COM Financial Services 440.0 $31K 0.00% +36.0 +8.9% $70.53 -2.7%
404 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 226.0 $31K 0.00% +99.0 +78.0% $136.85 +33.1%
405 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 70.0 $31K 0.00% +25.0 +55.6% $437.64 -12.3%
406 MRNA MODERNA INC COM Healthcare 437.0 $31K 0.00% +37.0 +9.2% $70.03 +107.2%
407 WM WASTE MGMT INC DEL COM Industrials 137.0 $31K 0.00% +44.0 +47.3% $223.04 +0.5%
408 EVRG EVERGY INC COM Utilities 351.0 $30K 0.00% +12.0 +3.5% $86.45 -6.4%
409 AXON AXON ENTERPRISE INC COM Industrials 54.0 $30K 0.00% +53.0 +5300.0% $560.61 +12.0%
410 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 3,100.0 $30K 0.00% +3K +3000.0% $9.68 -6.7%
411 IBCA ISHARES IBONDS DEC 2035 TERM CORPORATE ETF 1,153.0 $30K 0.00% +578.0 +100.5% $25.61 -2.4%
412 IBDZ ISHARES IBONDS DEC 2034 TERM CORPORATE ETF 1,133.0 $30K 0.00% +567.0 +100.2% $26.05 -2.0%
413 EBAY EBAY INC. COM Consumer Cyclical 263.0 $29K 0.00% +138.0 +110.4% $111.84 -6.9%
414 HUM HUMANA INC COM Healthcare 73.0 $29K 0.00% +64.0 +711.1% $397.22 -4.6%
415 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 157.0 $29K 0.00% +31.0 +24.6% $183.11 -0.7%
416 AEE AMEREN CORP COM Utilities 253.0 $29K 0.00% +46.0 +22.2% $113.04 -6.1%
417 FANG DIAMONDBACK ENERGY INC COM Energy 162.0 $28K 0.00% +130.0 +406.2% $175.78 +19.9%
418 APH AMPHENOL CORP CL A Technology 161.0 $28K 0.00% +10.0 +6.6% $176.32 -11.0%
419 CLX CLOROX CO DEL COM Consumer Defensive 296.0 $28K 0.00% +16.0 +5.7% $95.30 +11.9%
420 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 140.0 $28K 0.00% +12.0 +9.4% $201.08 +6.8%
Page 21 of 43  ·  844 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%