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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 7 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 281.0 $6K NEW $19.89 +14.2%
122 LFUS LITTELFUSE INC COM Technology 12.0 $5K NEW $455.33 -3.9%
123 RVTY REVVITY INC COM Healthcare 49.0 $5K NEW $111.27 +2.2%
124 NDSN NORDSON CORP COM Industrials 18.0 $5K NEW $301.67 +0.8%
125 AMCOR PLC COM NEW 123.0 $5K NEW $43.44
126 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 102.0 $5K NEW $52.09 -2.6%
127 OFRM ONCE UPON A FARM PBC COM Consumer Defensive 250.0 $5K NEW $20.48 -13.1%
128 SILA SILA REALTY TRUST INC COMMON STOCK Real Estate 165.0 $5K NEW $30.36 +0.0%
129 NOG NORTHERN OIL & GAS INC COM Energy 273.0 $5K NEW $18.15 +39.9%
130 TRULIEVE CANNABIS CORP SUB VTG SHS 500.0 $5K NEW $9.83
131 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 55.0 $5K NEW $89.02 +3.8%
132 FITZ-GERALD MUST HAVE PORTFOLIO ETF 200.0 $5K NEW $24.36
133 GH GUARDANT HEALTH INC COM Healthcare 32.0 $5K NEW $150.03 +6.7%
134 ALV AUTOLIV INC COM Consumer Cyclical 41.0 $5K NEW $116.17 +3.5%
135 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 131.0 $5K NEW $36.05 +9.5%
136 CGNX COGNEX CORP COM Technology 65.0 $5K NEW $72.42 -12.4%
137 BIO BIO RAD LABS INC CL A Healthcare 16.0 $5K NEW $293.62 +20.1%
138 LOAR LOAR HOLDINGS INC COM SHS Industrials 58.0 $5K NEW $80.60 -4.9%
139 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 26.0 $5K NEW $178.96 +20.8%
140 SNX TD SYNNEX CORPORATION COM Technology 17.0 $5K NEW $267.35 -2.8%
Page 7 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%