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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 46 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 175.0 $14K $82.11 -0.1%
902 LECO LINCOLN ELEC HLDGS INC COM Industrials 54.0 $14K +4.0 +8.0% $265.52 +6.1%
903 CAG CONAGRA BRANDS INC COM Consumer Defensive 1,065.0 $14K +978.0 +1124.1% $13.46 +22.2%
904 ULVM VICTORYSHARES US VALUE MOMENTUM ETF 135.0 $14K $106.07 +3.2%
905 WHR WHIRLPOOL CORP COM Consumer Cyclical 362.0 $14K -20.0 -5.2% $39.42 +2.4%
906 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 58.0 $14K +37.0 +176.2% $243.52 -2.5%
907 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF 461.0 $14K +4.0 +0.9% $30.63 +2.4%
908 WAL WESTERN ALLIANCE BANCORP COM Financial Services 171.0 $14K +165.0 +2750.0% $82.20 -3.1%
909 EVV EATON VANCE LIMITED DURATION I COM Financial Services 1,500.0 $14K $9.37 -3.5%
910 IYY ISHARES DOW JONES U.S. ETF 77.0 $14K +3.0 +4.0% $182.29 +2.4%
911 PSA PUBLIC STORAGE COM Real Estate 44.0 $14K +20.0 +83.3% $318.32 +1.3%
912 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 46.0 $14K +10.0 +27.8% $301.02 -21.5%
913 TWLO TWILIO INC CL A Communication Services 67.0 $14K +52.0 +346.7% $206.33 +9.2%
914 CI THE CIGNA GROUP COM Healthcare 50.0 $14K +22.0 +78.6% $275.68 +0.7%
915 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 215.0 $14K -270.0 -55.7% $64.04 +16.8%
916 REGN REGENERON PHARMACEUTICALS COM Healthcare 22.0 $14K +6.0 +37.5% $623.55 +33.8%
917 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 1,376.0 $14K $9.90 -28.3%
918 PYPL PAYPAL HLDGS INC COM Financial Services 314.0 $14K +60.0 +23.6% $43.19 +42.5%
919 SITM SITIME CORP COM Technology 18.0 $13K +9.0 +100.0% $745.56 -17.5%
920 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 358.0 $13K -61.0 -14.6% $37.02 -0.5%
Page 46 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 32.5%
Financial Services 15.3%
Healthcare 11.7%
Industrials 9.9%
Communication Services 7.6%
Consumer Defensive 5.8%
Consumer Cyclical 5.1%
Utilities 4.8%
Energy 3.7%
Real Estate 3.2%