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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 9 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 61.0 $3K NEW $57.21 +17.1%
162 VIOO VANGUARD S&P SMALL-CAP 600 ETF 24.0 $3K NEW $137.54 -0.5%
163 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 510.0 $3K NEW $6.47 +3.5%
164 SANM SANMINA CORP COM Technology 13.0 $3K NEW $253.08 -21.7%
165 RGEN REPLIGEN CORP COM Healthcare 24.0 $3K NEW $136.46 +21.8%
166 MIDD MIDDLEBY CORP COM Industrials 19.0 $3K NEW $172.00 -33.7%
167 MVST MICROVAST HOLDINGS INC COM Industrials 2,758.0 $3K NEW $1.17 -34.9%
168 GNRC GENERAC HLDGS INC COM Industrials 11.0 $3K NEW $292.82 -27.8%
169 ARW ARROW ELECTRS INC COM Technology 15.0 $3K NEW $213.40 +0.1%
170 VNO VORNADO RLTY TR SH BEN INT Real Estate 81.0 $3K NEW $39.30 -3.9%
171 AMTM AMENTUM HOLDINGS INC COM Industrials 154.0 $3K NEW $20.67 +1.4%
172 NEU NEWMARKET CORP COM Basic Materials 4.0 $3K NEW $791.25 +19.7%
173 RRGB RED ROBIN GOURMET BURGERS INC COM Consumer Cyclical 396.0 $3K NEW $7.99 +27.8%
174 EXLS EXLSERVICE HLDGS INC COM Technology 122.0 $3K NEW $25.86 +37.2%
175 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 107.0 $3K NEW $29.35 +1.0%
176 HST HOST HOTELS & RESORTS INC COM Real Estate 131.0 $3K NEW $23.71 -3.3%
177 OLN OLIN CORP COM PAR USD1 Basic Materials 152.0 $3K NEW $19.82 -6.8%
178 APA APA CORPORATION COM Energy 90.0 $3K NEW $32.57 +30.1%
179 DFH DREAM FINDERS HOMES INC COM CL A Consumer Cyclical 169.0 $3K NEW $17.26 -17.2%
180 CRBG COREBRIDGE FINL INC COM Financial Services 100.0 $3K NEW $28.63 +15.7%
Page 9 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%