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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 13 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RAIL FREIGHTCAR AMER INC COM Industrials 163.0 $2K NEW $9.74 -26.5%
242 MATIV HOLDINGS INC COM 209.0 $2K NEW $7.57
243 TTC TORO CO COM Industrials 16.0 $2K NEW $97.44 -1.1%
244 THOMSON REUTERS CORP COM 19.0 $2K NEW $81.68
245 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK Consumer Cyclical 38.0 $2K NEW $40.84 +11.2%
246 DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW Healthcare 155.0 $2K NEW $9.91 -34.1%
247 STEP STEPSTONE GROUP INC COM CL A Financial Services 36.0 $1K NEW $41.36 +17.2%
248 ENOV ENOVIS CORPORATION COM Industrials 71.0 $1K NEW $20.70 +23.8%
249 QDEL QUIDELORTHO CORP COM Healthcare 83.0 $1K NEW $17.52 -23.3%
250 GNE GENIE ENERGY LTD CL B Utilities 100.0 $1K NEW $14.45 +2.3%
251 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 19.0 $1K NEW $74.79 +5.4%
252 TXT TEXTRON INC COM Industrials 15.0 $1K NEW $91.73 -5.0%
253 PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS Consumer Defensive 56.0 $1K NEW $24.45 -4.1%
254 NVT NVENT ELEC PLC SHS Industrials 8.0 $1K NEW $169.62 -2.9%
255 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 62.0 $1K NEW $21.39 -9.7%
256 OPRT OPORTUN FINL CORP COM Financial Services 230.0 $1K NEW $5.71 +30.0%
257 ADT ADT INC DEL COM Industrials 200.0 $1K NEW $6.50 +11.1%
258 AXS AXIS CAP HLDGS LTD SHS Financial Services 12.0 $1K NEW $107.42 -6.2%
259 WWD WOODWARD INC COM Industrials 3.0 $1K NEW $425.33 -13.9%
260 EQH EQUITABLE HLDGS INC COM Financial Services 29.0 $1K NEW $43.90 +15.8%
Page 13 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%