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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 39 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 COTY COTY INC COM CL A Consumer Defensive 1,151.0 $2K +999.0 +657.2% $2.16 +27.3%
762 TECH BIO-TECHNE CORP COM Healthcare 35.0 $2K +25.0 +250.0% $70.66 +2.3%
763 WTRG ESSENTIAL UTILS INC COM Utilities 64.0 $2K +22.0 +52.4% $38.28 +5.6%
764 ALLY ALLY FINL INC COM Financial Services 53.0 $2K +44.0 +488.9% $45.94 -8.0%
765 KVYO KLAVIYO INC COM SER A Technology 158.0 $2K +124.0 +364.7% $15.10 +19.9%
766 NBIX NEUROCRINE BIOSCIENCES INC COM Healthcare 14.0 $2K +10.0 +250.0% $168.57 -9.3%
767 ESS ESSEX PPTY TR INC COM Real Estate 8.0 $2K +6.0 +300.0% $291.62 -1.3%
768 NIO NIO INC SPON ADS Consumer Cyclical 458.0 $2K +116.0 +33.9% $5.06 -10.5%
769 KBR KBR INC COM Industrials 67.0 $2K +31.0 +86.1% $34.54 +9.7%
770 JBL JABIL INC COM Technology 6.0 $2K +4.0 +200.0% $385.50 -17.9%
771 SAN BANCO SANTANDER SA ADR Financial Services 167.0 $2K +136.0 +438.7% $13.80 +3.0%
772 PAYC PAYCOM SOFTWARE INC COM Technology 18.0 $2K +15.0 +500.0% $125.67 +80.4%
773 THC TENET HEALTHCARE CORP COM NEW Healthcare 12.0 $2K +4.0 +50.0% $187.08 +45.7%
774 PINS PINTEREST INC CL A Communication Services 106.0 $2K +77.0 +265.5% $21.03 +10.5%
775 SAIL SAILPOINT INC COM Technology 150.0 $2K +124.0 +476.9% $14.64 +26.4%
776 TPR TAPESTRY INC COM Consumer Cyclical 15.0 $2K +2.0 +15.4% $146.40 -11.3%
777 WEN WENDYS CO COM Consumer Cyclical 260.0 $2K +199.0 +326.2% $8.29 +6.3%
778 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 10.0 $2K +4.0 +66.7% $212.70 +14.0%
779 RB GLOBAL INC COM 18.0 $2K +5.0 +38.5% $116.44
780 SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR Financial Services 88.0 $2K +56.0 +175.0% $23.58 +4.1%
Page 39 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%