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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 62 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 26.0 $5K NEW $178.96 +21.2%
1222 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 155.0 $5K $30.01 -0.2%
1223 STANDARDAERO INC COM 155.0 $5K +117.0 +307.9% $29.91
1224 PCT PURECYCLE TECHNOLOGIES INC COM Industrials 570.0 $5K +70.0 +14.0% $8.11 -16.2%
1225 FTAI AVIATION LTD SHS 17.0 $5K +9.0 +112.5% $270.53
1226 IMO IMPERIAL OIL LTD COM NEW Energy 41.0 $5K -13.0 -24.1% $112.02 +23.2%
1227 MLI MUELLER INDS INC COM Industrials 37.0 $5K $122.92 -48.6%
1228 SNX TD SYNNEX CORPORATION COM Technology 17.0 $5K NEW $267.35 -6.4%
1229 ONTO ONTO INNOVATION INC COM Technology 12.0 $5K NEW $378.42 -22.5%
1230 NXDR NEXTDOOR HOLDINGS INC COM CL A Communication Services 2,000.0 $5K $2.27 +5.3%
1231 CMC COMMERCIAL METALS CO COM Basic Materials 72.0 $5K +40.0 +125.0% $62.71 +5.7%
1232 SCHH SCHWAB U.S. REIT ETF 190.0 $4K -204.0 -51.8% $23.68 +1.5%
1233 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 60.0 $4K $74.90 +0.5%
1234 FTV FORTIVE CORP COM Technology 73.0 $4K +44.0 +151.7% $61.10 -1.7%
1235 FS SPECIALTY LENDING FD COM SH BEN INT 399.0 $4K NEW $11.15
1236 MTH MERITAGE HOMES CORP COM Consumer Cyclical 53.0 $4K +45.0 +562.5% $83.85 -14.5%
1237 VLYPN VALLEY NATL BANCORP COM 303.0 $4K NEW $14.65
1238 IFRA ISHARES U.S. INFRASTRUCTURE ETF 70.0 $4K $63.04 -5.3%
1239 APG API GROUP CORP COM STK Industrials 104.0 $4K $42.35 -2.8%
1240 SJM SMUCKER J M CO COM NEW Consumer Defensive 39.0 $4K NEW $112.51 +10.5%
Page 62 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%