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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 4 of 43  ·  844 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PHM PULTE GROUP INC COM Consumer Cyclical 61,459.0 $8.4M 0.29% +4K +6.4% $137.21 -8.1%
62 SNPS SYNOPSYS INC COM Technology 18,628.0 $8.3M 0.28% +3K +20.8% $446.07 -9.3%
63 RSG REPUBLIC SVCS INC COM Industrials 37,929.0 $8.1M 0.28% +2K +5.2% $213.08 +1.8%
64 MCK MCKESSON CORP COM Healthcare 10,312.0 $7.8M 0.27% +10K +8493.3% $755.60 +15.0%
65 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 65,143.0 $7.4M 0.26% +14K +26.3% $114.18 +28.4%
66 UBER UBER TECHNOLOGIES INC COM Technology 101,294.0 $7.3M 0.25% +7K +6.9% $72.16 +3.5%
67 GEV GE VERNOVA INC COM Utilities 5,898.0 $6.9M 0.24% +6K +3176.7% $1174.86 -14.5%
68 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 16,705.0 $6.6M 0.23% +463.0 +2.9% $397.68 -1.6%
69 SYK STRYKER CORPORATION COM Healthcare 20,919.0 $6.6M 0.23% +2K +10.6% $314.83 +5.3%
70 SPMO INVESCO S&P 500 MOMENTUM ETF 40,484.0 $6.5M 0.22% +40K +10000.0% $161.54 -6.6%
71 VTI VANGUARD TOTAL STOCK MARKET ETF 17,615.0 $6.5M 0.22% +457.0 +2.7% $370.03 +2.4%
72 AME AMETEK INC COM Industrials 26,148.0 $6.3M 0.22% +651.0 +2.5% $241.94 +3.3%
73 AMGN AMGEN INC COM Healthcare 17,354.0 $6.3M 0.21% +565.0 +3.4% $362.12 +17.4%
74 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 27,725.0 $6.2M 0.21% +359.0 +1.3% $223.95 +20.3%
75 VEEV VEEVA SYS INC CL A COM Healthcare 34,948.0 $6.2M 0.21% +2K +5.8% $177.47 +36.8%
76 PH PARKER-HANNIFIN CORP COM Industrials 6,202.0 $6.1M 0.21% +6K +10000.0% $978.14 +6.5%
77 SCHZ SCHWAB US AGGREGATE BOND ETF 259,164.0 $6.0M 0.20% +9K +3.7% $23.13 -1.6%
78 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 153,041.0 $5.5M 0.19% +30K +24.5% $36.26 +0.5%
79 VCRB VANGUARD CORE BOND ETF 71,345.0 $5.5M 0.19% +11K +18.0% $77.23 -1.7%
80 XEL XCEL ENERGY INC COM Utilities 64,991.0 $5.2M 0.18% +4K +6.9% $80.30 -1.4%
Page 4 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%