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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 32 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DHI D R HORTON INC COM Consumer Cyclical 47.0 $8K +33.0 +235.7% $162.87 -8.9%
622 WPC WP CAREY INC COM Real Estate 107.0 $8K +7.0 +7.0% $71.50 -0.4%
623 TKO TKO GROUP HOLDINGS INC CL A Communication Services 38.0 $8K +14.0 +58.3% $201.32 -4.1%
624 RHI ROBERT HALF INC. COM Industrials 249.0 $8K +174.0 +232.0% $30.70 +45.8%
625 VLTO VERALTO CORP COM SHS Industrials 86.0 $8K +73.0 +561.5% $88.67 +11.4%
626 SAIA SAIA INC COM Industrials 18.0 $8K +15.0 +500.0% $421.17 -14.0%
627 ON ON SEMICONDUCTOR CORP COM Technology 80.0 $8K +29.0 +56.9% $94.54 -21.5%
628 CINF CINCINNATI FINL CORP COM Financial Services 40.0 $7K +13.0 +48.1% $185.15 -9.1%
629 FAF FIRST AMERN FINL CORP COM Financial Services 107.0 $7K +40.0 +59.7% $68.59 +4.6%
630 EL LAUDER ESTEE COS INC CL A Consumer Defensive 92.0 $7K +20.0 +27.8% $78.95 +29.1%
631 PATH UIPATH INC CL A Technology 661.0 $7K +377.0 +132.8% $10.87 +50.8%
632 ACGL ARCH CAP GROUP LTD ORD Financial Services 74.0 $7K +13.0 +21.3% $97.05 +2.4%
633 PINNACLE FINL PARTNERS INC COM 71.0 $7K +65.0 +1083.3% $100.87
634 AMKR AMKOR TECHNOLOGY INC COM Technology 83.0 $7K +23.0 +38.3% $86.23 -41.7%
635 PRI PRIMERICA INC COM Financial Services 25.0 $7K +2.0 +8.7% $284.20 +4.1%
636 AIT APPLIED INDL TECHNOLOGIES INC COM Industrials 21.0 $7K +11.0 +110.0% $338.14 +1.0%
637 TOTALENERGIES SE ACT 91.0 $7K +39.0 +75.0% $77.76
638 DG DOLLAR GEN CORP COM Consumer Defensive 61.0 $7K +7.0 +13.0% $115.11 +7.2%
639 RGLD ROYAL GOLD INC COM Basic Materials 35.0 $7K +4.0 +12.9% $199.60 +29.8%
640 DFJ WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 64.0 $7K +1.0 +1.6% $105.42 +7.2%
Page 32 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%