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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 10 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INVH INVITATION HOMES INC COM Real Estate 94.0 $3K NEW $30.21 -1.6%
182 VERSIGENT PLC ORDINARY SHARES 67.0 $3K NEW $42.01
183 KRC KILROY REALTY CORP COM Real Estate 74.0 $3K NEW $37.47 -3.5%
184 NEBIUS GROUP N.V. SHS CLASS A 10.0 $3K NEW $276.20
185 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 65.0 $3K NEW $42.32 -4.1%
186 HRI HERC HLDGS INC COM Industrials 19.0 $3K NEW $143.32 +16.4%
187 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 150.0 $3K NEW $17.92 -26.5%
188 LEU CENTRUS ENERGY CORP CL A Energy 16.0 $3K NEW $167.88 +4.7%
189 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 2.0 $3K NEW $1277.50 +9.6%
190 CACC CREDIT ACCEP CORP MICH COM Financial Services 4.0 $3K NEW $636.75 -10.4%
191 SATL SATELLOGIC INC COM CL A Technology 440.0 $3K NEW $5.72 +0.3%
192 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 50.0 $2K NEW $49.86 +24.3%
193 M MACYS INC COM Consumer Cyclical 104.0 $2K NEW $23.65 -1.8%
194 OSK OSHKOSH CORP COM Industrials 16.0 $2K NEW $153.50 -3.8%
195 RPM RPM INTL INC COM Basic Materials 22.0 $2K NEW $111.14 -0.5%
196 REPL REPLIMUNE GROUP INC COM Healthcare 220.0 $2K NEW $11.07 +40.8%
197 LGIH LGI HOMES INC COM Consumer Cyclical 38.0 $2K NEW $63.68 -11.5%
198 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 34.0 $2K NEW $70.88 +2.3%
199 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 125.0 $2K NEW $18.57 -22.3%
200 SMURFIT WESTROCK PLC SHS 50.0 $2K NEW $46.26
Page 10 of 28  ·  547 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%