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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 28 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BXP BXP INC COM Real Estate 199.0 $13K +45.0 +29.2% $66.31 +2.0%
542 ANGX ANGEL STUDIOS INC. CL A COM Communication Services 3,569.0 $13K +2K +84.5% $3.67 +18.1%
543 IT GARTNER INC COM Technology 99.0 $13K +85.0 +607.1% $129.62 +51.1%
544 VRSK VERISK ANALYTICS INC COM Industrials 71.0 $13K +54.0 +317.6% $179.59 +4.4%
545 HLLY HOLLEY INC COM Consumer Cyclical 5,000.0 $13K +4K +400.0% $2.55 +21.2%
546 BRO BROWN & BROWN INC COM Financial Services 191.0 $12K +185.0 +3083.3% $64.15 +13.7%
547 CLH CLEAN HARBORS INC COM Industrials 41.0 $12K +18.0 +78.3% $298.76 +5.8%
548 RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 330.0 $12K +6.0 +1.9% $36.57 +0.5%
549 KDP KEURIG DR PEPPER INC COM Consumer Defensive 368.0 $12K +202.0 +121.7% $32.73 -2.1%
550 CARR CARRIER GLOBAL CORPORATION COM Industrials 163.0 $12K +121.0 +288.1% $73.35 -17.7%
551 FNF FIDELITY NATL FINL INC COM SHS Financial Services 251.0 $12K +71.0 +39.4% $47.10 +0.4%
552 APPF APPFOLIO INC COM CL A Technology 73.0 $12K +58.0 +386.7% $160.36 +39.9%
553 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 1,246.0 $12K +74.0 +6.3% $9.39 +20.0%
554 JBHT HUNT J B TRANS SVCS INC COM Industrials 40.0 $12K +33.0 +471.4% $289.43 -4.8%
555 VMC VULCAN MATLS CO COM Basic Materials 39.0 $12K +13.0 +50.0% $295.00 -6.4%
556 MOD MODINE MFG CO COM Consumer Cyclical 43.0 $11K +16.0 +59.3% $267.02 -26.0%
557 XYL XYLEM INC COM Industrials 97.0 $11K +31.0 +47.0% $118.21 -4.0%
558 MAIN MAIN STR CAP CORP COM Financial Services 221.0 $11K +3.0 +1.4% $51.84 +12.4%
559 FITB FIFTH THIRD BANCORP COM Financial Services 202.0 $11K +129.0 +176.7% $56.37 -2.8%
560 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 163.0 $11K +140.0 +608.7% $69.62 -46.6%
Page 28 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%