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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 11 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NOV NOV INC COM Energy 43.0 $798.0 -1K -96.4% $18.56 +13.5%
202 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 7.0 $772.0 -5.0 -41.7% $110.29 -2.8%
203 NYT NEW YORK TIMES CO MTN BE CL A Communication Services 11.0 $770.0 -9.0 -45.0% $70.00 -6.2%
204 CSL CARLISLE COS INC COM Industrials 2.0 $726.0 -2.0 -50.0% $363.00 -1.7%
205 ERIE ERIE INDTY CO CL A Financial Services 3.0 $719.0 -1.0 -25.0% $239.67 +7.9%
206 FBIN FORTUNE BRANDS INNOVATIONS INC COM Industrials 13.0 $714.0 -7.0 -35.0% $54.92 -16.8%
207 MOH MOLINA HEALTHCARE INC COM Healthcare 3.0 $686.0 -404.0 -99.3% $228.67 -10.2%
208 FHN FIRST HORIZON CORPORATION COM Financial Services 25.0 $641.0 -3.0 -10.7% $25.64 +0.4%
209 INSM INSMED INC COM PAR USD.01 Healthcare 6.0 $640.0 -1.0 -14.3% $106.67 +20.5%
210 MARA MARA HOLDINGS INC COM Financial Services 45.0 $625.0 -46.0 -50.5% $13.89 -33.2%
211 MMSI MERIT MED SYS INC COM Healthcare 9.0 $624.0 -8.0 -47.1% $69.33 +29.8%
212 ULS UL SOLUTIONS INC CLASS A COM SHS Industrials 6.0 $611.0 -2.0 -25.0% $101.83 -25.2%
213 PCVX VAXCYTE INC COM Healthcare 10.0 $581.0 -5.0 -33.3% $58.10 +4.0%
214 INTA INTAPP INC COM Technology 23.0 $580.0 -3.0 -11.5% $25.22 +60.8%
215 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 7.0 $577.0 -383.0 -98.2% $82.43 -5.6%
216 WSC WILLSCOT HLDGS CORP COM CL A Industrials 20.0 $577.0 -4.0 -16.7% $28.85 -19.4%
217 IEX IDEX CORP COM Industrials 2.0 $454.0 -1.0 -33.3% $227.00 +3.1%
218 BUNGE GLOBAL SA COM SHS 4.0 $427.0 -1.0 -20.0% $106.75
219 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 26.0 $346.0 -6.0 -18.8% $13.31 +41.2%
220 JLL JONES LANG LASALLE INC COM Real Estate 1.0 $310.0 -1.0 -50.0% $310.00 +20.8%
Page 11 of 12  ·  227 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%