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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 3 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TGT TARGET CORP COM Consumer Defensive 115,273.0 $15.1M 0.52% +37K +47.3% $130.61 +17.2%
42 SPGI S&P GLOBAL INC COM Financial Services 36,690.0 $14.9M 0.51% +2K +5.8% $407.26 +2.3%
43 PCAR PACCAR INC COM Industrials 124,160.0 $14.9M 0.51% -21K -14.6% $120.12 +7.3%
44 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 30,840.0 $14.7M 0.51% +29K +1939.7% $477.57 -13.4%
45 MDT MEDTRONIC PLC SHS Healthcare 182,584.0 $14.3M 0.49% +56K +44.0% $78.23 +18.4%
46 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 409,863.0 $14.3M 0.49% -17K -4.0% $34.81 +1.0%
47 KMI KINDER MORGAN INC DEL COM Energy 446,079.0 $14.3M 0.49% +25K +5.9% $31.97 +3.1%
48 MA MASTERCARD INCORPORATED CL A Financial Services 26,896.0 $13.8M 0.47% +6K +26.9% $513.60 +11.4%
49 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 27,703.0 $13.8M 0.47% +526.0 +1.9% $496.73 +5.0%
50 DTE DTE ENERGY CO COM Utilities 89,506.0 $13.6M 0.47% +35K +65.5% $152.37 -7.1%
51 DLR DIGITAL RLTY TR INC COM Real Estate 75,354.0 $13.5M 0.46% +5K +7.9% $179.58 +10.2%
52 TFC TRUIST FINL CORP COM Financial Services 271,399.0 $13.5M 0.46% +18K +6.9% $49.82 +5.8%
53 MELI MERCADOLIBRE INC COM Consumer Cyclical 7,901.0 $13.4M 0.46% +2K +35.6% $1697.39 +5.6%
54 EME EMCOR GROUP INC COM Industrials 15,995.0 $13.3M 0.46% +4K +28.3% $829.89 -0.0%
55 META META PLATFORMS INC CL A Communication Services 23,068.0 $13.0M 0.45% -3K -12.5% $563.30 -2.8%
56 VZ VERIZON COMMUNICATIONS INC COM Communication Services 303,587.0 $12.9M 0.44% +28K +10.1% $42.34 +15.5%
57 PFE PFIZER INC COM Healthcare 512,324.0 $12.3M 0.42% +42K +9.0% $24.08 +13.3%
58 JPM JPMORGAN CHASE & CO COM Financial Services 37,403.0 $12.2M 0.42% +2K +6.2% $327.33 +10.5%
59 JNJ JOHNSON & JOHNSON COM Healthcare 45,347.0 $11.5M 0.40% -6K -11.1% $253.97 +6.2%
60 ABBV ABBVIE INC COM Healthcare 45,098.0 $11.3M 0.39% +41K +950.5% $251.64 +1.8%
Page 3 of 101  ·  2,011 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%