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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 30 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FICO FAIR ISAAC CORP COM Technology 9.0 $10K +7.0 +350.0% $1143.33 +2.6%
582 CRH PLC ORD 96.0 $10K +24.0 +33.3% $107.00
583 OKTA OKTA INC CL A Technology 73.0 $10K +67.0 +1116.7% $136.45 -1.0%
584 LH LABCORP HOLDINGS INC COM SHS Healthcare 35.0 $10K +22.0 +169.2% $283.89 +18.5%
585 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 75.0 $10K +57.0 +316.7% $132.37 +2.3%
586 IOT SAMSARA INC COM CL A Technology 305.0 $10K +292.0 +2246.2% $32.43 +23.2%
587 EA ELECTRONIC ARTS INC COM Communication Services 48.0 $10K +32.0 +200.0% $205.04 +2.3%
588 BEN FRANKLIN RESOURCES INC COM Financial Services 296.0 $10K +51.0 +20.8% $33.23 +3.3%
589 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 248.0 $10K +240.0 +3000.0% $39.50 +30.1%
590 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 91.0 $10K +46.0 +102.2% $106.25 +5.6%
591 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 180.0 $10K +53.0 +41.7% $52.78 +28.0%
592 IDXX IDEXX LABS INC COM Healthcare 18.0 $9K +8.0 +80.0% $526.44 +5.8%
593 FE FIRSTENERGY CORP COM Utilities 199.0 $9K +86.0 +76.1% $47.54 -3.3%
594 COLB COLUMBIA BKG SYS INC COM Financial Services 293.0 $9K +81.0 +38.2% $32.05 -3.9%
595 TDY TELEDYNE TECHNOLOGIES INC COM Technology 14.0 $9K +4.0 +40.0% $666.93 -4.6%
596 HLI HOULIHAN LOKEY INC CL A Financial Services 68.0 $9K +4.0 +6.2% $134.13 -3.8%
597 BROS DUTCH BROS INC CL A Consumer Cyclical 125.0 $9K +63.0 +101.6% $71.81 -30.6%
598 HCA HCA HEALTHCARE INC COM Healthcare 23.0 $9K +7.0 +43.8% $389.87 +10.1%
599 AON AON PLC SHS CL A Financial Services 27.0 $9K +22.0 +440.0% $331.70 +7.1%
600 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 230.0 $9K +176.0 +325.9% $38.73 +59.7%
Page 30 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%