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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 67 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 510.0 $3K NEW $6.47 +0.5%
1322 SANM SANMINA CORP COM Technology 13.0 $3K NEW $253.08 -25.4%
1323 TXRH TEXAS ROADHOUSE INC COM Consumer Cyclical 17.0 $3K -289.0 -94.4% $193.24 +5.8%
1324 AIN ALBANY INTL CORP CL A Consumer Cyclical 44.0 $3K $74.50 -20.7%
1325 RGEN REPLIGEN CORP COM Healthcare 24.0 $3K NEW $136.46 +32.7%
1326 MTRN MATERION CORP COM Basic Materials 11.0 $3K $297.36 -22.0%
1327 ZROZ PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND 51.0 $3K $64.10 -9.6%
1328 MIDD MIDDLEBY CORP COM Industrials 19.0 $3K NEW $172.00 -32.9%
1329 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 36.0 $3K -200.0 -84.8% $90.78 +2.4%
1330 BMI BADGER METER INC COM Technology 22.0 $3K $148.36 -11.2%
1331 GGG GRACO INC COM Industrials 43.0 $3K -12.0 -21.8% $75.60 +6.7%
1332 MVST MICROVAST HOLDINGS INC COM Industrials 2,758.0 $3K NEW $1.17 -31.2%
1333 GNRC GENERAC HLDGS INC COM Industrials 11.0 $3K NEW $292.82 -29.7%
1334 UNM UNUM GROUP COM Financial Services 36.0 $3K +22.0 +157.1% $89.39 -1.8%
1335 ARW ARROW ELECTRS INC COM Technology 15.0 $3K NEW $213.40 -1.2%
1336 AMTM AMENTUM HOLDINGS INC COM Industrials 154.0 $3K NEW $20.67 +4.0%
1337 VNO VORNADO RLTY TR SH BEN INT Real Estate 81.0 $3K NEW $39.30 -3.6%
1338 NEU NEWMARKET CORP COM Basic Materials 4.0 $3K NEW $791.25 +18.5%
1339 RRGB RED ROBIN GOURMET BURGERS INC COM Consumer Cyclical 396.0 $3K NEW $7.99 +25.0%
1340 ULTA ULTA BEAUTY INC COM Consumer Cyclical 7.0 $3K -3.0 -30.0% $451.00 +15.6%
Page 67 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%