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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 57 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 89.0 $7K $75.25 -4.7%
1122 BCS BARCLAYS PLC ADR Financial Services 249.0 $7K +34.0 +15.8% $26.86 -0.1%
1123 LAD LITHIA MTRS INC COM Consumer Cyclical 23.0 $7K NEW $290.48 +27.6%
1124 COOPER COS INC COM 93.0 $7K +84.0 +933.3% $71.71
1125 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 174.0 $7K $38.06 -0.9%
1126 LEN LENNAR CORP CL A Consumer Cyclical 73.0 $7K +65.0 +812.5% $90.49 -3.8%
1127 TMC TMC THE METALS COMPANY INC COM Basic Materials 1,489.0 $7K $4.43 +8.1%
1128 BCPC BALCHEM CORP COM Basic Materials 39.0 $7K $168.95 +7.3%
1129 CMS CMS ENERGY CORP COM Utilities 86.0 $7K +79.0 +1128.6% $76.50 -10.8%
1130 NNE NANO NUCLEAR ENERGY INC COM Industrials 310.0 $7K NEW $21.14 -10.8%
1131 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 150.0 $7K -100.0 -40.0% $43.65 +10.8%
1132 FLUTTER ENTMT PLC SHS 64.0 $7K +61.0 +2033.3% $102.17
1133 OGE OGE ENERGY CORP COM Utilities 133.0 $6K NEW $48.66 -6.3%
1134 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 17.0 $6K +2.0 +13.3% $380.35 -29.9%
1135 USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF 59.0 $6K $108.98 +1.0%
1136 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 14.0 $6K +12.0 +600.0% $459.14 +16.2%
1137 PAAA PGIM AAA CLO ETF 124.0 $6K -136.0 -52.3% $51.14 +0.6%
1138 AN AUTONATION INC COM Consumer Cyclical 34.0 $6K +31.0 +1033.3% $185.79 +7.4%
1139 OTIS OTIS WORLDWIDE CORP COM Industrials 88.0 $6K +74.0 +528.6% $71.60 -0.2%
1140 SOUTHSTATE BK CORP COM 63.0 $6K NEW $99.90
Page 57 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%