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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 22 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 17.0 $460.0 NEW $27.06 -2.8%
422 INSTALLED BLDG PRODS INC COM 2.0 $460.0 NEW $230.00
423 CNMD CONMED CORP COM Healthcare 14.0 $458.0 NEW $32.71 +50.6%
424 EXP EAGLE MATLS INC COM Basic Materials 2.0 $450.0 NEW $225.00 -10.9%
425 GEVO GEVO INC COM PAR Basic Materials 300.0 $450.0 NEW $1.50 +2.0%
426 CEREBRAS SYSTEMS INC COM CL A 2.0 $442.0 NEW $221.00
427 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 22.0 $425.0 NEW $19.32 +21.4%
428 XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 20.0 $421.0 NEW $21.05 -4.3%
429 WTI W & T OFFSHORE INC COM Energy 130.0 $410.0 NEW $3.15 +21.4%
430 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 15.0 $407.0 NEW $27.13 +17.8%
431 EHTH EHEALTH INC COM Financial Services 270.0 $402.0 NEW $1.49 -17.4%
432 SNDR SCHNEIDER NATIONAL INC CL B Industrials 11.0 $402.0 NEW $36.55 -3.4%
433 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 4.0 $400.0 NEW $100.00 +7.5%
434 NAT NORDIC AMERICAN TANKERS LIMITE COM Industrials 70.0 $388.0 NEW $5.54 +25.0%
435 SE SEA LTD SPONSORD ADS Consumer Cyclical 4.0 $383.0 NEW $95.75 +21.4%
436 AYI ACUITY INC COM Industrials 1.0 $377.0 NEW $377.00 -8.3%
437 EQNR EQUINOR ASA SPONSORED ADR Energy 12.0 $377.0 NEW $31.42 +33.2%
438 RACE FERRARI N V COM Consumer Cyclical 1.0 $372.0 NEW $372.00 +10.9%
439 PUK PRUDENTIAL PLC ADR Financial Services 13.0 $349.0 NEW $26.85 +4.6%
440 WCC WESCO INTL INC COM Industrials 1.0 $345.0 NEW $345.00 +1.2%
Page 22 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%