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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 36 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 106.0 $4K +73.0 +221.2% $38.96 +9.1%
702 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 78.0 $4K +64.0 +457.1% $52.85 -4.3%
703 U HAUL HOLDING COMPANY COM SER N 71.0 $4K +61.0 +610.0% $57.70
704 SSNC SS&C TECH HLDGS COM Technology 65.0 $4K +11.0 +20.4% $62.05 +32.6%
705 MAA MID-AMER APT CMNTYS INC COM Real Estate 29.0 $4K +21.0 +262.5% $138.93 -5.4%
706 U UNITY SOFTWARE INC COM Technology 140.0 $4K +73.0 +109.0% $28.58 +64.8%
707 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 79.0 $4K +69.0 +690.0% $50.42 +12.0%
708 LYFT LYFT INC CL A COM Technology 272.0 $4K +111.0 +68.9% $14.61 +19.3%
709 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 11.0 $4K +7.0 +175.0% $359.00 -1.7%
710 ESTC ELASTIC N V ORD SHS Technology 69.0 $4K +55.0 +392.9% $57.01 +53.2%
711 NTNX NUTANIX INC CL A Technology 77.0 $4K +56.0 +266.7% $50.96 +28.4%
712 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 15.0 $4K +11.0 +275.0% $261.40 +28.3%
713 CNH INDL N V SHS 348.0 $4K +99.0 +39.8% $11.23
714 INGERSOLL RAND INC COM 47.0 $4K +41.0 +683.3% $82.00
715 MKTX MARKETAXESS HLDGS INC COM Financial Services 34.0 $4K +6.0 +21.4% $112.82 +43.4%
716 AKAM AKAMAI TECHNOLOGIES INC COM Technology 32.0 $4K +11.0 +52.4% $118.22 -4.5%
717 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 39.0 $4K +16.0 +69.6% $96.87 +2.2%
718 UI UBIQUITI INC COM Technology 7.0 $4K +4.0 +133.3% $534.00 +10.6%
719 CVLT COMMVAULT SYS INC COM Technology 26.0 $4K +18.0 +225.0% $141.73 -3.1%
720 IESC IES HOLDINGS INC COM Industrials 5.0 $4K +1.0 +25.0% $734.60 -5.1%
Page 36 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 32.4%
Financial Services 15.3%
Healthcare 11.6%
Industrials 9.8%
Communication Services 7.8%
Consumer Defensive 5.8%
Consumer Cyclical 5.1%
Utilities 4.8%
Energy 3.8%
Real Estate 3.2%