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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 60 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 711.0 $5K +267.0 +60.1% $7.68 -22.6%
1182 RVTY REVVITY INC COM Healthcare 49.0 $5K NEW $111.27 +12.1%
1183 A AGILENT TECHNOLOGIES INC COM Healthcare 41.0 $5K +29.0 +241.7% $132.83 +19.6%
1184 NDSN NORDSON CORP COM Industrials 18.0 $5K NEW $301.67 +10.1%
1185 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 49.0 $5K +39.0 +390.0% $110.41 +16.0%
1186 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 21.0 $5K +2.0 +10.5% $255.86 +25.7%
1187 AMCOR PLC COM NEW 123.0 $5K NEW $43.44
1188 ATO ATMOS ENERGY CORP COM Utilities 31.0 $5K +20.0 +181.8% $172.26 -3.1%
1189 CBRL CRACKER BARREL OLD CTRY STORE COM Consumer Cyclical 100.0 $5K $53.30 +8.2%
1190 OZK BANK OZK LITTLE ROCK ARK COM Financial Services 102.0 $5K NEW $52.09 -5.1%
1191 MEDP MEDPACE HLDGS INC COM Healthcare 10.0 $5K +8.0 +400.0% $529.60 +17.2%
1192 CZR CAESARS ENTERTAINMENT INC NEW COM Consumer Cyclical 175.0 $5K -4K -96.0% $30.18 -1.4%
1193 RRX REGAL REXNORD CORPORATION COM Industrials 22.0 $5K +9.0 +69.2% $238.18 -30.2%
1194 LSTR LANDSTAR SYS INC COM Industrials 25.0 $5K $206.80 -9.8%
1195 CVNA CARVANA CO CL A Consumer Cyclical 78.0 $5K +74.0 +1850.0% $65.82 +6.2%
1196 CR CRANE COMPANY COMMON STOCK Industrials 23.0 $5K +20.0 +666.7% $223.09 -6.6%
1197 OFRM ONCE UPON A FARM PBC COM Consumer Defensive 250.0 $5K NEW $20.48 -15.3%
1198 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 100.0 $5K $50.70 -9.8%
1199 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 19.0 $5K $264.74 +8.3%
1200 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 300.0 $5K $16.75 +47.7%
Page 60 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%