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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 52 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 COLB COLUMBIA BKG SYS INC COM Financial Services 293.0 $9K +81.0 +38.2% $32.05 -3.9%
1022 SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF 358.0 $9K $26.23 -4.3%
1023 TDY TELEDYNE TECHNOLOGIES INC COM Technology 14.0 $9K +4.0 +40.0% $666.93 -4.6%
1024 TYGO TIGO ENERGY INC COM Energy 4,000.0 $9K NEW $2.33 -53.2%
1025 MGY MAGNOLIA OIL & GAS CORP CL A Energy 364.0 $9K $25.58 +10.0%
1026 R RYDER SYS INC COM Industrials 35.0 $9K NEW $263.77 -5.3%
1027 AFRM AFFIRM HLDGS INC COM CL A Technology 112.0 $9K -409.0 -78.5% $81.55 -5.5%
1028 HLI HOULIHAN LOKEY INC CL A Financial Services 68.0 $9K +4.0 +6.2% $134.13 -3.8%
1029 BTO HANCOCK JOHN FINL OPPTYS SH BEN INT NEW Financial Services 231.0 $9K $39.42 +1.1%
1030 CRUS CIRRUS LOGIC INC COM Technology 61.0 $9K NEW $148.52 -22.3%
1031 FCG FIRST TRUST NATURAL GAS ETF 340.0 $9K NEW $26.61 +18.4%
1032 UMBF UMB FINL CORP COM Financial Services 63.0 $9K NEW $142.76 +1.7%
1033 BROS DUTCH BROS INC CL A Consumer Cyclical 125.0 $9K +63.0 +101.6% $71.81 -30.6%
1034 HCA HCA HEALTHCARE INC COM Healthcare 23.0 $9K +7.0 +43.8% $389.87 +10.1%
1035 AON AON PLC SHS CL A Financial Services 27.0 $9K +22.0 +440.0% $331.70 +7.1%
1036 UMAC UNUSUAL MACHS INC COM SHS Financial Services 400.0 $9K NEW $22.30 +23.0%
1037 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 230.0 $9K +176.0 +325.9% $38.73 +59.7%
1038 FISV FISERV INC COM Technology 180.0 $9K +141.0 +361.5% $49.17 +6.9%
1039 ENTG ENTEGRIS INC COM Technology 49.0 $9K +13.0 +36.1% $179.86 -20.1%
1040 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 638.0 $9K +593.0 +1317.8% $13.54 -8.5%
Page 52 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%