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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 14 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SIGI SELECTIVE INS GROUP INC COM Financial Services 13.0 $1K NEW $97.00 -5.9%
262 BBWI BATH & BODY WORKS INC COM Consumer Cyclical 54.0 $1K NEW $23.13 -13.4%
263 UVE UNIVERSAL INS HLDGS INC COM Financial Services 30.0 $1K NEW $41.53 +3.3%
264 POST POST HLDGS INC COM Consumer Defensive 14.0 $1K NEW $88.29 -9.6%
265 SPXC SPX TECHNOLOGIES INC COM Industrials 5.0 $1K NEW $245.20 -13.3%
266 LINE LINEAGE INC COM Real Estate 28.0 $1K NEW $43.25 -4.3%
267 EXPAND ENERGY CORPORATION COM 13.0 $1K NEW $91.15
268 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 4.0 $1K NEW $296.00 +13.6%
269 SOMNIGROUP INTERNATIONAL INC COM 15.0 $1K NEW $78.40
270 E ENI SPA SPONSORED ADR Energy 25.0 $1K NEW $46.88 +19.3%
271 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 31.0 $1K NEW $37.77 +9.2%
272 CTGO CONTANGO SILVER & GOLD INC COM Basic Materials 72.0 $1K NEW $15.79 +21.3%
273 SM SM ENERGY COMPANY COM Energy 43.0 $1K NEW $26.09 +36.0%
274 FOUR SHIFT4 PMTS INC CL A Technology 23.0 $1K NEW $48.65 -4.0%
275 NUVL NUVALENT INC COM Healthcare 9.0 $1K NEW $123.56 +0.3%
276 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 9.0 $1K NEW $123.44 -4.8%
277 SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF 22.0 $1K NEW $50.18 +13.7%
278 FTCI FTC SOLAR INC COM NEW Energy 216.0 $1K NEW $5.08 -57.1%
279 SETM SPROTT CRITICAL MATERIALS ETF 35.0 $1K NEW $31.17 +3.8%
280 IVZ INVESCO LTD SHS Financial Services 41.0 $1K NEW $26.39 +22.7%
Page 14 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%