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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 21 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SFBC SOUND FINL BANCORP INC COM Financial Services 12.0 $517.0 NEW $43.08 +11.0%
402 GNW GENWORTH FINL INC COM SHS Financial Services 54.0 $511.0 NEW $9.46 +5.6%
403 EPSN EPSILON ENERGY LTD COM Energy 94.0 $509.0 NEW $5.41 +2.9%
404 FMC FMC CORP COM NEW Basic Materials 44.0 $506.0 NEW $11.50 -5.2%
405 LKQ LKQ CORP COM Consumer Cyclical 19.0 $500.0 NEW $26.32 -1.4%
406 PONY AI INC SPONSORED ADS 72.0 $500.0 NEW $6.94
407 INFINITY NAT RES INC COM CL A 39.0 $495.0 NEW $12.69
408 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 59.0 $494.0 NEW $8.37 -43.4%
409 SPOK SPOK HLDGS INC COM Healthcare 48.0 $492.0 NEW $10.25 +3.6%
410 ALIGHT INC COM SHS CL A 874.0 $489.0 NEW $0.56
411 SMTC SEMTECH CORP COM Technology 3.0 $486.0 NEW $162.00 -21.7%
412 WYNN WYNN RESORTS LTD COM Consumer Cyclical 5.0 $485.0 NEW $97.00 +2.6%
413 OSG OCTAVE SPECIALTY GROUP INC COM NEW Financial Services 77.0 $480.0 NEW $6.23 -25.4%
414 FERROVIAL NV ORD SHS 7.0 $480.0 NEW $68.57
415 MTG MGIC INVT CORP WIS COM Financial Services 17.0 $479.0 NEW $28.18 +10.4%
416 SAMG SILVERCREST ASSET MGMT GROUP CL A Financial Services 47.0 $475.0 NEW $10.11 +3.0%
417 HLNE HAMILTON LANE INC CL A Financial Services 6.0 $473.0 NEW $78.83 +34.3%
418 WMK WEIS MKTS INC COM Consumer Defensive 6.0 $470.0 NEW $78.33 -9.8%
419 PR PERMIAN RESOURCES CORP CLASS A COM Energy 25.0 $460.0 NEW $18.40 +23.3%
420 RIG TRANSOCEAN LTD REGISTERED SHS Energy 94.0 $460.0 NEW $4.89 +19.9%
Page 21 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%