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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 55 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 RHI ROBERT HALF INC. COM Industrials 249.0 $8K +174.0 +232.0% $30.70 +45.8%
1082 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 66.0 $8K -46.0 -41.1% $115.56 -7.8%
1083 VLTO VERALTO CORP COM SHS Industrials 86.0 $8K +73.0 +561.5% $88.67 +11.4%
1084 SAIA SAIA INC COM Industrials 18.0 $8K +15.0 +500.0% $421.17 -14.0%
1085 DVA DAVITA INC COM Healthcare 34.0 $8K NEW $222.47 -21.9%
1086 ON ON SEMICONDUCTOR CORP COM Technology 80.0 $8K +29.0 +56.9% $94.54 -21.5%
1087 ICLR ICON PUB LTD CO SHS Healthcare 43.0 $7K -2.0 -4.4% $173.72 -0.9%
1088 NEWSMAX INC COM SHS CLASS B 902.0 $7K $8.28
1089 CINF CINCINNATI FINL CORP COM Financial Services 40.0 $7K +13.0 +48.1% $185.15 -9.1%
1090 SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B Basic Materials 100.0 $7K -100.0 -50.0% $74.04 +10.7%
1091 VOTE TCW TRANSFORM 500 ETF 84.0 $7K $88.10 +2.6%
1092 W WAYFAIR INC CL A Consumer Cyclical 80.0 $7K -10.0 -11.1% $92.42 +9.8%
1093 FAF FIRST AMERN FINL CORP COM Financial Services 107.0 $7K +40.0 +59.7% $68.59 +4.6%
1094 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 76.0 $7K $96.43 -1.8%
1095 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 138.0 $7K $52.76 +5.8%
1096 EL LAUDER ESTEE COS INC CL A Consumer Defensive 92.0 $7K +20.0 +27.8% $78.95 +29.1%
1097 AGZ ISHARES AGENCY BOND ETF 66.0 $7K $109.27 -0.8%
1098 PATH UIPATH INC CL A Technology 661.0 $7K +377.0 +132.8% $10.87 +50.8%
1099 ACGL ARCH CAP GROUP LTD ORD Financial Services 74.0 $7K +13.0 +21.3% $97.05 +2.4%
1100 PINNACLE FINL PARTNERS INC COM 71.0 $7K +65.0 +1083.3% $100.87
Page 55 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%