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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 17 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 STM STMICROELECTRONICS N V NY REGISTRY Technology 10.0 $749.0 NEW $74.90 -33.4%
322 BXC BLUELINX HLDGS INC COM NEW Industrials 12.0 $743.0 NEW $61.92 +33.9%
323 MRCY MERCURY SYS INC COM Industrials 6.0 $734.0 NEW $122.33 -23.0%
324 FWRD FORWARD AIR CORP COM Industrials 54.0 $730.0 NEW $13.52 +31.6%
325 KLARNA GROUP PLC SHS 36.0 $729.0 NEW $20.25
326 CNM CORE & MAIN INC CL A Industrials 15.0 $724.0 NEW $48.27 -7.9%
327 DRAM ROUNDHILL MEMORY ETF 10.0 $719.0 NEW $71.90 -19.9%
328 VSAT VIASAT INC COM Technology 8.0 $718.0 NEW $89.75 -17.5%
329 PSO PEARSON PLC SPONSORED ADR Communication Services 45.0 $715.0 NEW $15.89 +1.1%
330 HOV HOVNANIAN ENTERPRISES INC CL A NEW Consumer Cyclical 5.0 $712.0 NEW $142.40 -17.0%
331 GNTX GENTEX CORP COM Consumer Cyclical 28.0 $708.0 NEW $25.29 -6.7%
332 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 14.0 $705.0 NEW $50.36 -2.7%
333 NATWEST GROUP PLC SPONS ADR 40.0 $705.0 NEW $17.62
334 LOANDEPOT INC COM CL A 563.0 $704.0 NEW $1.25
335 AMPY AMPLIFY ENERGY CORP NEW COM Energy 176.0 $700.0 NEW $3.98 +23.5%
336 ONEW ONEWATER MARINE INC CL A COM Consumer Cyclical 62.0 $699.0 NEW $11.27 +1.2%
337 ROBINHOOD VENTURES FD I COM SHS 21.0 $688.0 NEW $32.76
338 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 24.0 $678.0 NEW $28.25 -7.7%
339 SABR SABRE CORP COM Consumer Cyclical 323.0 $675.0 NEW $2.09 -0.5%
340 QTRX QUANTERIX CORP COM Healthcare 156.0 $674.0 NEW $4.32 -27.8%
Page 17 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%