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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 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 135.0 $18K 0.00% -14.0 -9.4% $132.52 +4.6%
122 MKL MARKEL GROUP INC COM Financial Services 9.0 $18K 0.00% -2.0 -18.2% $1953.00 -6.7%
123 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 181.0 $17K 0.00% -54.0 -23.0% $96.46 +4.6%
124 WSO WATSCO INC COM Industrials 40.0 $17K 0.00% -1.0 -2.4% $416.73 -24.7%
125 IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 179.0 $16K 0.00% -287.0 -61.6% $91.61 +6.9%
126 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 766.0 $16K 0.00% -3K -79.3% $21.11 -15.4%
127 URI UNITED RENTALS INC COM Industrials 14.0 $16K 0.00% -140.0 -90.9% $1132.86 -0.1%
128 IONQ IONQ INC COM Technology 274.0 $15K 0.00% -749.0 -73.2% $53.26 -15.4%
129 WHR WHIRLPOOL CORP COM Consumer Cyclical 362.0 $14K -20.0 -5.2% $39.42 +1.9%
130 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 215.0 $14K -270.0 -55.7% $64.04 +14.2%
131 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 358.0 $13K -61.0 -14.6% $37.02 -0.6%
132 SWKS SKYWORKS SOLUTIONS INC COM Technology 192.0 $13K -14.0 -6.8% $67.80 -2.7%
133 PPTA PERPETUA RESOURCES CORP COM Basic Materials 611.0 $13K -250.0 -29.0% $20.76 +15.9%
134 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 132.0 $12K -210.0 -61.4% $88.61 -31.7%
135 CBOE CBOE GLOBAL MKTS INC COM Financial Services 46.0 $11K -2.0 -4.2% $242.67 +22.0%
136 LITE LUMENTUM HLDGS INC COM Technology 13.0 $11K -41.0 -75.9% $858.08 +1.9%
137 FLQM FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF 184.0 $11K -311.0 -62.8% $57.89 +6.2%
138 RPRX ROYALTY PHARMA PLC SHS CLASS A Healthcare 186.0 $10K -14.0 -7.0% $56.07 +6.8%
139 ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF 233.0 $10K -97.0 -29.4% $43.38 +4.9%
140 IONS IONIS PHARMACEUTICALS INC COM Healthcare 123.0 $10K -5.0 -3.9% $79.29 -24.5%
Page 7 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%