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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 74 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 BOOT BOOT BARN HLDGS INC COM Consumer Cyclical 12.0 $2K $164.25 +0.8%
1462 PPC PILGRIMS PRIDE CORP COM Consumer Defensive 70.0 $2K +44.0 +169.2% $28.11 +14.7%
1463 FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 9.0 $2K $217.22 -1.2%
1464 AMERICAN COASTAL INS CORP COM 176.0 $2K $11.10
1465 VERX VERTEX INC CL A Technology 170.0 $2K -131.0 -43.5% $11.48 +17.3%
1466 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 23.0 $2K +11.0 +91.7% $84.57 -4.1%
1467 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 198.0 $2K NEW $9.82 +43.2%
1468 PTC PTC INC COM Technology 17.0 $2K NEW $113.59 +36.2%
1469 ELF E L F BEAUTY INC COM Consumer Defensive 26.0 $2K +9.0 +52.9% $74.00 +37.8%
1470 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 37.0 $2K NEW $51.95 +0.0%
1471 COKE COCA COLA CONS INC COM Consumer Defensive 10.0 $2K +2.0 +25.0% $190.90 -0.9%
1472 CART MAPLEBEAR INC COM Consumer Cyclical 40.0 $2K +26.0 +185.7% $47.35 +5.2%
1473 MTDR MATADOR RES CO COM Energy 38.0 $2K NEW $49.79 +17.3%
1474 TYG TORTOISE ENERGY INFRSTRCTR CP COM Financial Services 44.0 $2K $42.86 +4.5%
1475 BY BYLINE BANCORP INC COM Financial Services 50.0 $2K NEW $37.66 +1.6%
1476 AIZ ASSURANT INC COM Financial Services 7.0 $2K NEW $268.57 +5.8%
1477 ARWR ARROWHEAD PHARMACEUTICALS INC COM Healthcare 23.0 $2K NEW $81.52 +6.9%
1478 CYTK CYTOKINETICS INC COM NEW Healthcare 22.0 $2K NEW $85.18 -9.8%
1479 SWIM LATHAM GROUP INC COM Industrials 289.0 $2K NEW $6.47 +8.6%
1480 S SENTINELONE INC CL A Technology 110.0 $2K +46.0 +71.9% $16.97 +24.8%
Page 74 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%