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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 72 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 JBL JABIL INC COM Technology 6.0 $2K +4.0 +200.0% $385.50 -18.8%
1422 SMURFIT WESTROCK PLC SHS 50.0 $2K NEW $46.26
1423 VMI VALMONT INDS INC COM Industrials 4.0 $2K NEW $577.50 -15.9%
1424 SAN BANCO SANTANDER SA ADR Financial Services 167.0 $2K +136.0 +438.7% $13.80 +5.7%
1425 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 153.0 $2K $15.03 +53.3%
1426 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 29.0 $2K -7.0 -19.4% $79.21 +6.4%
1427 PIO INVESCO GLOBAL WATER ETF 50.0 $2K NEW $45.32 -0.7%
1428 PAYC PAYCOM SOFTWARE INC COM Technology 18.0 $2K +15.0 +500.0% $125.67 +82.3%
1429 CWH CAMPING WORLD HLDGS INC CL A Consumer Cyclical 296.0 $2K NEW $7.63 -14.3%
1430 THC TENET HEALTHCARE CORP COM NEW Healthcare 12.0 $2K +4.0 +50.0% $187.08 +50.1%
1431 SIG SIGNET JEWELERS LTD SHS Consumer Cyclical 26.0 $2K NEW $86.19 -5.6%
1432 PINS PINTEREST INC CL A Communication Services 106.0 $2K +77.0 +265.5% $21.03 +11.3%
1433 SAIL SAILPOINT INC COM Technology 150.0 $2K +124.0 +476.9% $14.64 +27.3%
1434 TPR TAPESTRY INC COM Consumer Cyclical 15.0 $2K +2.0 +15.4% $146.40 -11.1%
1435 WEN WENDYS CO COM Consumer Cyclical 260.0 $2K +199.0 +326.2% $8.29 +8.7%
1436 FLS FLOWSERVE CORP COM Industrials 29.0 $2K NEW $74.17 +7.0%
1437 ARMK ARAMARK COM Industrials 38.0 $2K -15.0 -28.3% $56.29 +6.2%
1438 NMIH NMI HLDGS INC COM Financial Services 52.0 $2K $41.10 +9.9%
1439 GSHD GOOSEHEAD INS INC COM CL A Financial Services 44.0 $2K $48.50 +49.5%
1440 OI O-I GLASS INC COM Consumer Cyclical 221.0 $2K NEW $9.63 -25.5%
Page 72 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%