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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 49 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 MOD MODINE MFG CO COM Consumer Cyclical 43.0 $11K +16.0 +59.3% $267.02 -26.0%
962 XYL XYLEM INC COM Industrials 97.0 $11K +31.0 +47.0% $118.21 -4.0%
963 MAIN MAIN STR CAP CORP COM Financial Services 221.0 $11K +3.0 +1.4% $51.84 +12.4%
964 LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 269.0 $11K $42.43 +2.1%
965 FITB FIFTH THIRD BANCORP COM Financial Services 202.0 $11K +129.0 +176.7% $56.37 -2.8%
966 RNP COHEN & STEERS REIT & PFD & COM Financial Services 560.0 $11K $20.30 -0.1%
967 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 163.0 $11K +140.0 +608.7% $69.62 -46.6%
968 ARKK ARK INNOVATION ETF 140.0 $11K $80.96 +6.5%
969 CFG CITIZENS FINL GROUP INC COM Financial Services 161.0 $11K +65.0 +67.7% $70.07 -0.3%
970 WY WEYERHAEUSER CO COM NEW Real Estate 471.0 $11K +24.0 +5.4% $23.94 +2.0%
971 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 295.0 $11K +279.0 +1743.8% $38.10 +8.9%
972 CBOE CBOE GLOBAL MKTS INC COM Financial Services 46.0 $11K -2.0 -4.2% $242.67 +23.9%
973 LITE LUMENTUM HLDGS INC COM Technology 13.0 $11K -41.0 -75.9% $858.08 +1.0%
974 TYL TYLER TECHNOLOGIES INC COM Technology 38.0 $11K +34.0 +850.0% $292.45 +19.9%
975 DMB BNY MELLON MUN BD INFRASTRUCTU COM SHS Financial Services 1,000.0 $11K $11.04 -5.1%
976 RMBS RAMBUS INC DEL COM Technology 83.0 $11K +62.0 +295.2% $132.73 -31.3%
977 CC CHEMOURS CO COM Basic Materials 536.0 $11K $20.52 -22.2%
978 RELX RELX PLC SPONSORED ADR Communication Services 347.0 $11K +21.0 +6.4% $31.67 +13.4%
979 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 97.0 $11K +47.0 +94.0% $111.79 -6.1%
980 DOCU DOCUSIGN INC COM Technology 244.0 $11K +176.0 +258.8% $44.42 +39.6%
Page 49 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%