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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 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IMO IMPERIAL OIL LTD COM NEW Energy 41.0 $5K -13.0 -24.1% $112.02 +20.8%
162 SCHH SCHWAB U.S. REIT ETF 190.0 $4K -204.0 -51.8% $23.68 +1.1%
163 GTLB GITLAB INC CLASS A COM Technology 136.0 $4K -126.0 -48.1% $30.53 +38.2%
164 VNT VONTIER CORPORATION COM Technology 140.0 $4K -2.0 -1.4% $29.00 +12.3%
165 GPN GLOBAL PMTS INC COM Industrials 55.0 $4K -25.0 -31.2% $72.56 +26.2%
166 HDB HDFC BANK LTD SPONSORED ADS Financial Services 136.0 $4K -4.0 -2.9% $25.83 -10.2%
167 CSGP COSTAR GROUP INC COM Real Estate 120.0 $3K -56.0 -31.8% $28.32 +13.3%
168 MDB MONGODB INC CL A Technology 10.0 $3K -2.0 -16.7% $335.90 +30.1%
169 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 17.0 $3K -289.0 -94.4% $193.24 +5.8%
170 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 36.0 $3K -200.0 -84.8% $90.78 +2.7%
171 GGG GRACO INC COM Industrials 43.0 $3K -12.0 -21.8% $75.60 +7.7%
172 ULTA ULTA BEAUTY INC COM Consumer Cyclical 7.0 $3K -3.0 -30.0% $451.00 +15.1%
173 AA ALCOA CORP COM Basic Materials 54.0 $3K -2.0 -3.6% $52.46 -5.2%
174 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 11.0 $3K -539.0 -98.0% $241.00 +5.6%
175 AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF 22.0 $3K -22.0 -50.0% $119.32 -4.8%
176 APTIV PLC COM SHS 41.0 $3K -21.0 -33.9% $61.39
177 ENSG ENSIGN GROUP INC COM Healthcare 15.0 $2K -4.0 -21.1% $160.33 +13.7%
178 SCI SERVICE CORP INTL COM Consumer Cyclical 31.0 $2K -6.0 -16.2% $74.90 +10.7%
179 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 29.0 $2K -7.0 -19.4% $79.21 +3.0%
180 ARMK ARAMARK COM Industrials 38.0 $2K -15.0 -28.3% $56.29 +8.5%
Page 9 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%